@pdamodaran · Long PLTR

I think Karp made the biggest bear thesis on frontier labs today . Trust . Without a well written framework in between , enterprises are handing off their keys to the frontier labs. If enterprises have anything valuable that they don’t want to get copied over , choice should be

Read asLong PLTR

Since the call—

#112 of 176 rankedThe analyst's rank today

High · 0.96Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

5% of the basket · day 19fades out by Nov 11

Rank per close

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Oct 1

#520

Oct 4

#514

Oct 5

#465

Oct 6

#392

Oct 7

#217

Oct 8

#105

Oct 11

#107

Oct 12

#81

Oct 13

#135

Oct 14

#171

Oct 15

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Oct 18

#112

Oct 19