Michael Klenn and Michael Monaghan argue the bull case for Palantir (PLTR) ahead of its earnings report. Monaghan believes software is starting to delineate between AI winners and losers and puts PLTR in the former’s camp. He is “very constructive” on enterprise software, along with tech and AI overall. Klenn is bullish on the tech sector and would buy at these levels; he likes optical and memory names as an AI trade.