05/27/2025, 04:15 PM UTC
Palantir: 我们错了Palantir: We Were Wrong
1. 作者在Palantir股价自4月上涨40%后平仓空头头寸并亏损；2. 承认误判时机，但坚持认为公司基本面估值过高；3. 因安全边际不足和市场非理性，给予卖出评级。1. The authors closed their short position in Palantir at a loss after the stock surged 40% since April; 2. They acknowledge being wrong on timing but maintain the company is fundamentally overvalued; 3. Palantir is rated a SELL due to minimal margin of safety and irrational market behavior.---
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