$Palantir Tech(PLTR.US)
Background: PLTR recently reported 93% YoY revenue growth and raised its FY2026 revenue growth guidance to 82%. AI demand remains strong, but valuation is very high, so volatility can be fierce lah.
My trade: Bought at an average cost of US$128.
Takeaway: Long-term still bullish lah. At my cost, I would hold and not panic sell. But don’t chase or average up blindly — wait for the next earnings report on 2 Nov to see whether growth can justify the valuation.
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