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immagine del profilo
1Settimana
I don't think so. But it may put pressure on the quarterly results at the beginning of November. However, this could provide an opportunity for additional buying.
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The big difference is $PLTR have a massive moat, while $SMCI doesn’t. One provides a unique service, the other assemble other companies hardware, massive difference. I do think $PLTR will get overbought for a bit, and then fall again when people take profits. But long term I still see a massive increase in revenue and stock price
2
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Cashed out a large part today. I entered at 16 and see little upside at the moment. AI will certainly come, but I currently expect the strongest correction here. Palantir is currently having some issues with Regulartory, employees and the CEO has had a few lapses....
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immagine del profilo
I think Palantir is a top company. However, I have the impression that the company was/is sometimes - wrongly in my opinion - regarded as a meme stock. I hope that the share price does not become disconnected from fundamentals, as is sometimes the case with Tesla. I'm staying in with a savings plan.

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