Wheretotravel
02-27

Some muted rejections, like Burry discussing Open AI's Frontier, do not concern me greatly. I would be more concerned if they secured a government or defence contract, or actually began to replace $Palantir Technologies Inc.(PLTR)$  deployments. Until that point, the bearish arguments may need to be louder. It reminds me of when people thought Blue Origin would topple SpaceX, or electric car companies would topple Tesla, or ERPs would topple SAP. The pattern often repeats. In business, it frequently becomes a question of ‘when’ something will happen rather than ‘if’. I do not quite understand why short sellers expect $Palantir Technologies Inc.(PLTR)$  to compress, rather than Open AI inflating to the next level.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment