Jan. 2 at 1:11 PM
$PLTR Fund manager risk surveys highlight:
AI bubble concerns are cited as the top tail risk by a large portion of institutional allocators.
Rising bond yields, inflation resurgence fears, and consumer credit risks all add to the likelihood that growth-heavy tech becomes less attractive.
This also supports the idea of broader market leadership emerging outside tech.
2026 could be the time for the small caps.
Nice pre-market rise. If this close red today then we confirm the downtrend to continue towards ER. ER is expected to be good, but not enough to justify its valuation.