Pltr continues to defy logic

8월 4일

600 p/e and 275 p/s, it has to go down right? The consensus seems to be we see a sell off after earnings. I'm not so sure, the trend seems very consistent so far. I think a test of $170 is more likely. We've never seen a AI platform before, the potential growth acceleration here could continue to defy logic, especially when analyst estimates seem far too pesimistic.

8월 5일

거래청산: 타겟 닿음

This idea is complete. I have pltr from 15-25 range. I will continue to update ideas for this name. My focus is more on med-long term investing.