$Palantir Tech(PLTR.US)
Palantir fell sharply after breaking key support yesterday, as capital rotated out of early AI software leaders and into semiconductor equipment names.
The enterprise demand story remains intact, but the speculative premium is being reset.
I’m watching the speed of downside momentum, not rushing to catch a falling knife. Valuation resets are part of disciplined capital management.
@Bridge Buzz SG
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