Lauren Cassidy discusses why Palantir (PLTR) remains a high-conviction, long-term investment despite its post-earnings selloff and broader weakness in AI stocks. She highlights its strong earnings, surging commercial business, customer retention and unique ability to connect data across complex systems. Cassidy also sees sovereign AI as another growth opportunity for Palantir and Nvidia (NVDA), and says a year-end rally could drive renewed tech outperformance.