Added x2 more PLTR positions into my long term portfolio after a long time.
Support / Resistance ๐๐:
Support: $147.5, $142
Resistance: $152
Outlook ๐:
Palantir has been a monster performer, and this recent healthy cooling period has given us the perfect window to strike.
โ๐ The Catalyst: AIP Bootcamps & The Defense "Super Cycle"
โAIP 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. ๐ฅ๐ป
โThe 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. ๐๏ธ๐ฐ๏ธ
โS&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]
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