仍持有 PLTR 多头；该股在资金流和 AI 叙事的推动下创出新高。
逐段跳播
Palantir 逆势而行。
Palunteer's bucking the trend.
Palantir 仍在冲向高点。让我看看有没有关于 Palantir 的任何消息。我以为我看到了一些关于 Palantir 的文章之类的。顺便说一下，我们有一个阻力区，一个长期阻力区，189.61。它正朝那里去。我们看看它最终会不会突破。
Palanteer is still going to the highs. Let me see if there was anything on Palunteer. Thought I saw some uh some article or something regarding Palunteer and and uh Palunteer. By the way, we had a resistance area, a long-term one, 18961.
It is going right for that. We'll see if it ends up taking that out.
Palantir 在 202 有一个缺口回补。那会是上方另一个区域。Palantir 突破 188 是件大事。嗯，我们已经做到了。
Palanteer has a gap fill at 202. That would be another area up there. Uh Palunteer Gman Palanteer breaking 188 was huge. Well, that's we've done that.
它直接冲到 50 日 SMA 然后被拒绝。在这里四处看看，看看 Twitter 上还有没有其他值得注意的东西。Palantir 也基本上吐出了开盘后的那波初步上涨。
Well, on went right to its 50-day SMA and rejected. Looking around here, seeing if there's anything else on the Twitter streets that is of note. Palanteer also kind of coughed up that initial move higher out of the open.
该股走势良好，加上AEX、ion Q和Vivve的消息，Palanteer纯粹是资金流在推动。但微软确实完全逆转了Palanteer的持仓，守住了它的涨幅。即将进一步上涨。
the stock acting well with uh news on AEX and ion Q and Vivve Palunteer is just money flow man but it did like Microsoft completely reverse Palanteer holding its gain look >> is about to run up more
哇，看看这个。各位，看看Palanteer。新高。新高日。哇，看看Palanteer。我不知道这波行情是从哪来的。
Wow, look at this. Look at Palunteer, guys. New high. New high day. Wow, look at Palunteer. I don't know where this move came from.
太猛了。我不知道自己会不会去追它。他对资产负债表有一套逻辑。我不知道他从哪得来的这套逻辑，但它确实像是真的提前想了十步。但我不明白为什么这个叙事会在今天发酵，价格走势也在今天出现。
但它就像是，这个Muse AI将在Open AI和Google等之间掀起一场竞赛。然后它们会在利润率上厮杀，最终会被商品化，那真正的赢家会是谁？会是像Palanteer这样的公司。就像今天早上在它还没暴涨之前就说了这个。
Ripper. I don't know if I'd be chasing it he had a thesis on balance. I don't know where he got this thesis from, but it's like it's like really thinking 10 steps ahead. But I don't know why the narrative would hit today and the price action today.
But it's like uh this Muse AI is going to kick off a race right between Open AI and Google etc etc. And then they're going to fight on margins and it's going to become commoditized and who's the real winner going to be?
It's going to be like companies like Palanteer. Like said that this morning before it even ripped.
我就在想，这是从哪来的？我不知道。它根本说不通。不，唯一说得通的方式，就是它像是接入了某个真正有影响力、能大幅推动资金的圈子，而他们今天早上发了一份报告说这就是今天的交易标的。
否则，他怎么会想到今天就会发生这种事？得了吧。这太荒谬了。抱歉。我觉得他有一些不错的信息源。我觉得他确实像是真正接入了大资金、接入了大资金在做什么，他一定是从他关注的某些前账户之类的地方得到了一些洞见。
这就是今天的叙事：代理式AI，或者AI机器人，或者随便什么AI聊天机器人，将会被商品化，而真正的价值将来自像Palanteer这样的玩家。
I'm like where does that come from? I don't know. Like it it makes no sense. No, the only way that makes sense is if it's like plugged in to like a really influential influential circle that really moves money big and they put out a note this morning that this is the play for today.
Otherwise, how would he come up with that that that's what's going to happen today? Come on. It's ridiculous. I'm sorry. Like I think he has some good sources. I think he has I think he's like really plugged into big money and what like big money is doing and he must have had some insights from maybe some ex accounts he follows or something.
That's the that's the narrative for today is that agentic AI or AI bots or whatever AI chatbots are going to get commoditized and the real value is going to be from players like Palanteer.
快速说一下，五分钟休息，Palanteer的五分钟图。回调之后出现了结构突破。所以，先是一波冲到高点，然后回调，接着那个结构突破彻底把它送了上去。
Real quick five minute break five minute chart in Palunteer. You had a break of structure off the pullback. So, you had a rip to the highs and then it pulled back and then that break of structure absolutely sent it.
我不知道Godfather是怎么做他那些预测未来的把戏的，但你可以看图表来做这一笔。我们这里仍然做多Palanteer。各位，这里真的很不错。
I don't know how Godfather does his predicting the future nonsense stuff, but you can look at the chart and trade that one. We're still long Palunteer here. Really good stuff here, guys.
这个频道对 $PLTR 的历次判断
Benzinga 在这只股票上共 2 条判断，这里只列相邻的几条。