$Palantir Tech(PLTR.US) Although the performance is still outstanding, the overall weakness of software stocks has not changed. Today it's a clawdbot, tomorrow it's a Google Genie, which is both a challenge to the toB enterprise SaaS business model and a squeeze on the market space for small companies by giants in toC.
I don't know how long this trend will last, but under questioning, excellent companies will prove themselves with strength. It's just that the idea of a financial report returning to 180 or even 200 is not very realistic, but picking up at around 150 is also a good position.
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