Adz5150
05-16

PLTR is interesting to me here because this is where the argument gets harder.

It’s easy to like the story when the stock is flying.

The real test is whether conviction stays the same when the price action gets more mixed and people start questioning entry again.

I still think the business is one of the more interesting long-term stories in software.

The harder question is whether this is finally a better risk/reward spot, or whether patience still wins.

I’m not bearish on PLTR.

I’m just a lot more focused now on what kind of entry actually makes sense.

Would you be buying PLTR here, or waiting for a cleaner reset?

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