$Palantir Technologies Inc.(PLTR)$ I don't think there's anything fundamentally wrong with Palantir; it's just the share price at the moment. In my view, people are selling Palantir because they see software as dead money and are rotating into chips and hardware. Just a year ago, the narrative was that chips were doomed and all that massive capex would crush Nvidia, Google, and Amazon. Guess that didn't pan out. Something will shift again, and the herd will follow back into software.
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