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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (26401)11/4/2025 10:35:45 AM
From: Kirk ©  Respond to 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.




To: carranza2 who wrote (26401)11/4/2025 11:30:08 AM
From: stuffbug  Respond to of 26439
 
Company is trading at 100 times revenue, what could go wrong?