Jerry Sneed says the market is relearning how A.I. works following the DeepSeek chaos. However, he notes Nvidia (NVDA) will continue to dominate due to many companies' reliance on A.I. enhancements. He explains what makes Palantir (PLTR) an important stock in software and what makes it different from its cybersecurity peers. Jerry later talks about why he believes Bitcoin (BTC) is the "new gold."