Nvidia ((NVDA) and Palantir Technologies ((PLTR) have been the unequivocal leaders of the bull market over the last three years. They represent the best thematic opportunities in the market today, namely AI infrastructure and applied AI for governments and enterprises.Palantir Technologies is that stock, the one that skeptics have doubted at every turn, only to continue climbing despite the naysayers. Nvidia, meanwhile, has ascended to become the largest and most important company in the world. Just today, ...