Added x2 more PLTR positions into my long term portfolio after a long time.
Support / Resistance 📈📉:
Support: $147.5, $142
Resistance: $152
Outlook 📝:
Palantir has been a monster performer, and this recent healthy cooling period has given us the perfect window to strike.
🚀 The Catalyst: AIP Bootcamps & The Defense "Super Cycle"
AIP Bootcamp Velocity: Palantir has cracked the code on sales cycles. What used to take 6 months now takes 5 days through their AIP Bootcamps. This is leading to an explosion in "Net New Customer" acquisitions. 💥💻
The Military-Industrial "Brain": With global tensions rising, Palantir's Foundry and AIP have become mission-critical for the U.S. Army and Navy. We are entering a "defense super-cycle" where Palantir is the primary software beneficiary. 🎖️🛰️
S&P 500 Momentum: As a core member of the index, the constant "passive flow" from ETFs provides a persistent bid under the stock. We are buying the dip before the next quarterly index rebalancing force-buys more.
Invest safe, Tiger friends! [Allin]
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 147.70 2 | -0.36% Holding |
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