PLTR has ~50% upside to a fair value of ~222; it remains a buy but carries underlying red flags.

We'll see. Palanteer 185, you know, one heck of a rocket ship since uh since we we got some exposure to this down uh in even the 118 range. Little disappointed it ran so fast. The technical analysis really said it was going to uh but I thought there was still some more time.

So, I wish I wish I bought more as is usual, but um still happy we got it and uh it's it's really nicely up. I actually think there's still more upside in it though.

This is uh somebody was asking somebody left a comment yesterday like Kevin, you know, is is Palanteer now too overpriced? Maybe what we'll do is we'll do um a full breakdown on Palunteer.

But people have to remember just the moat this company has. They have a line out the door of people who want this product. downside risk is because they have a line out the door, people could get frustrated and sort of try to create their own Palanteer like replacements.

I don't think that's necessarily an easy uh task to pull off, but uh it can be pulled off uh to at least some extent.

Here you've got Palunteer coming green today as well, even after some of the um green that we've seen on software.

Still better than Cyber or Palunteer.

Service now and Palunteer green for Palunteer.

And then SAS apocalypse. Okay. I mean, yeah, that gives us color on Salesforce here. So, we kind of understand what's going on. There's just it's just too early to actually care about that disruption when you can probably monetize a lot more with artificial intelligence and focus on you know optimizing for growth right now and worry about the costs later.

That's probably it which you know gives software a good rally opportunity but those issues will remain and at some point you know continue to be a concern even for a company like Palanteer in the long term that'll end up being a question.

I guess you could probably put Palunteer on this list, too. Palunteer uh sovereign AI stack, you know, that was uristics to um ontology to sovereign AI.

Yeah, because Palanteer basically hot swaps models regularly talks about hot swapping models.

We got about at about 118 sent an alert for that. Palanteer's exploded here in the third quarter but you're now seeing software expand.

when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.

and then we've got Palanteer, which I also think is probably at I think we're running this at like a 25 peg right now, which brings it to about a 222 fair value. Honestly, think that's about 20 to 30% too low.

So, I think there's closer to 50% upside on Palunteer.

We're exposed to Salesforce, exposed to Palunteer. Like we're up on these. We're really excited about them.

which is way better than the 1-ish% that Palanteer yields Can it keep going? Like is it too late to get into Palunteer or Salesforce? My opinion the answer to that is no. I think these guys can still go.

But if you're going to get into those stocks, you have to look at them as they still have underlying red flags. some of the ones that you should pay attention to. Obviously, we've talked about here.

Uh those are the ones that I'm paying attention to. You might have your own red flags that you look at. Uh and and that's how you can have an exposure to this while still being uh careful, if you will.

It's still an investment, right? Don't get married to it.

Palunteer is basically flat.