After an earnings beat from Palantir (PLTR), Jay Woods says "There's nothing they've done that's gone wrong...the momentum is there." In terms of the A.I. trade with Nvidia (NVDA) and the DeepSeek threat, Woods sees it as a "bump in the road." On Spotify (SPOT), he points to the ad revenue the company is bringing in as the company is "hitting on all cylinders."