This is a moment where systems matter more than stories. PLTR and OKLO are flashing clear cycle-end signals after powerful runs, IONQ forces a disciplined exit as the trend turns against the thesis, while RIVN stands out as a rare exception ā reset, discounted, and still structurally bullish. The message is simple: capital preservation first, patience second, and aggression only where risk-reward is asymmetric. Here is a detailed analysis of the four stocks: 1. $Palantir Technologies Inc.(PLTR)$ PLTR bulls wonāt like this: my system says the bull cycle is officially over. šØ Monthly BX just printed its first dark red after a 3,000% run. That usually means no more big breakouts and a real risk of a 25ā30% slide toward the āsmart moneyā zone. 2.