Position
PLTR
PalantirNASDAQ
LONG+37.3%
- Entry
- JAN 12$129.24
- Last
- $177.42
Thesis
Deployment is the product. The technical work of getting a model to touch a real operational system is the part nobody wants to do, and government contracts renew on inertia.
Writing
Notes on PLTR
Nothing written on this one yet. A note lands here the moment it is tagged PLTR, so the thesis above and the writing behind it never drift apart.