【Day 3 – My Investment Diary】#MyInvestmentDiary

Re-examining my position in Palantir, my mindset is a bit nuanced. On one hand, the company's fundamentals are actually very strong. The AI narrative has become increasingly clear over the past few years, with Palantir's AIP platform, government contracts, and commercial client growth all being very robust. Even in the latest earnings report, the company's revenue continues to maintain high-speed growth, and market expectations are constantly being revised upwards. On the other hand, news about insider trading is always somewhat uncomfortable.