$Palantir (PLTR.US)$
Being excessively overpriced is a significant risk...
If there are no growth expectations that exceed that, it's not good.
It seems that we have entered a stage from the Semiconductors boom to making profits using AI, but while some people are raising expectations for Para at the forefront, there are also messages that Trump is working hard to end wars and that Para is no longer necessary... What do you think?
I was relieved by NVIDIA's earnings beat, but the forecast that the weak trend in tech will continue until May is quite discouraging.
It would be nice if it could recover afterwards.

$Palantir (PLTR.US)$
So far, the play is going well.

$Palantir (PLTR.US)$
Is Trump's ceasefire negotiations with Russia having an impact.

$Palantir (PLTR.US)$
Just because there's a budget cut doesn't mean the Pentagon will be abolished.
It will eventually return.
I don't understand where the need to rush comes from.
It is likely that labor costs will decrease the most, leading to an increase in labor by AI, and I think this alone will be a positive factor for Palantir.

$Palantir (PLTR.US)$ Do not make noise.

$Palantir (PLTR.US)$ Today, Palantir has taken off.

$Palantir (PLTR.US)$
Looking back, December's anomaly was subtle.
It's nostalgic when we were making a fuss about reaching $100.