Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.52

-3.0%

3:59 PM EST

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To: carranza2 who wrote (26401)	11/4/2025 10:35:45 AM
From: Kirk ©	of 26439

Thanks for the Burry info. Nice PLTR buy at $17! Valuation at $17 is still high but not crazy so it could grow into it. I probably would have sold over half of my shares incrementally on the way up as I did when SFM had a similar exponential run... and maybe buy some back on the first decline over 50%. Like you, I'd never short, especially meme stock. PLTR got down to $6 so its gain was about double, but the idea is the same, exponential rises seldom "settle" near the top.

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