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Denis Gorbunov's avatar

Not sure about the "best", Oliver, but Palantir is finally showing what it's capable of. The (consistent) positive earnings make the stock price respond favorably. Now Palantir is on the rise.

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Kevin Harrell's avatar

Lot of good noise regarding Palantir. Good momentum and sentiment. But truly need to grow faster top and bottom lines to even be remotely valued reasonably. I believe most see the potential and climbing aboard and moving this above FV. That said, I am one of them as I bought in low $27’s (600 shrs) recently and thus up about 10% already. Given the immense valuation I am torn between a trade (valuation) and long term investment (potential). My intuition is to sell covered calls on half the position. If there is another leg up on Monday (hopefully a good day) then I probably do cc on half the position.

Good write up!

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