Thank you for great post. Recently I read about how dire economic situation is at Ukraine, which made me realize/ consider that even though Palantir is making real and great impact, the subsequent payment may not be immediately realized (which for long term investors like us can be an opportunity).
As for AMD (which I hold significant shares), I expected some pain given macro, US block on advanced chips sale to China, and the significant risk AMD (and non-manufacturing companies like NvDA) has in its reliance on TSMC. But still, drop to $68 was bit of a surprise. Looking forward to seeing update on your portfolio allocation, as the macro has been very rocky. For me, I agree with your previous sentiment about holding but not adding new shares for the time being. It seems like potentially good time to add microsoft and hold it and consider getting more PLTR if it falls to $5-6 in the next 6 months....
You are right, the payments from the situation in Ukraine could take a while to materialise in the numbers, but I believe is only a matter of time and as long term investors is not a problem. The major mistake I made on PLTR up to now is expecting things change fast, they don't.
Great work Arny!
Great take, thank you ... a true deep diver into PLTR! Keep it rocking!
Thank you Maverick, looking forward for your next articles!
Thank you for great post. Recently I read about how dire economic situation is at Ukraine, which made me realize/ consider that even though Palantir is making real and great impact, the subsequent payment may not be immediately realized (which for long term investors like us can be an opportunity).
As for AMD (which I hold significant shares), I expected some pain given macro, US block on advanced chips sale to China, and the significant risk AMD (and non-manufacturing companies like NvDA) has in its reliance on TSMC. But still, drop to $68 was bit of a surprise. Looking forward to seeing update on your portfolio allocation, as the macro has been very rocky. For me, I agree with your previous sentiment about holding but not adding new shares for the time being. It seems like potentially good time to add microsoft and hold it and consider getting more PLTR if it falls to $5-6 in the next 6 months....
Thank you for the great comment investorMD!
You are right, the payments from the situation in Ukraine could take a while to materialise in the numbers, but I believe is only a matter of time and as long term investors is not a problem. The major mistake I made on PLTR up to now is expecting things change fast, they don't.
Working on the update right now :D
Grazie! Great work Ema! 🤣