Sep. 7 at 10:00 PM
$PLTR not really trading likes value stock, imho. It has assumed the mantle of growth stock, still cable of explosive moves, but is substantially more news-driven than a couple of years ago. Burry and his minions broke the spell in a way that is unlikely to be repeated. 2023-2025 was an “awakening”, the next few years will be “realization”. I see a double to a quad over the next 5 years. That money works for me. I think the days of hardware as story are fading, SaaS will have its day again before the shakeout. Lots of money remains to be made on the bull side before the bear becomes ascendant again.
