Feb. 17 at 1:14 PM
$PLTR Not much Karp can do except execute very well; it's VERY easy to Short And Distort; it's VERY easy to go Naked Short (as the SEC does not audit stock delivery); it's an extremely bearish period for software in general, and the mid-term elections could put the progressive left Democrats in charge of Congress, which is not ideal for Palantir. Burry has fully committed to being a loud short. He's not going away anytime soon on either Palantir or
$NVDA. And, right now, he's benefiting from multiple contraction in tech. That seems to want to last awhile given the AI Apocolypse Uncertainty and the Shift To Value Stocks. Palantir just has to put its head down, grind, execute, and continue to expand.
