"I remain long on Nvidia and Palantir. Even though I don't like the company for what it does, the more I listen to Alex Karp, the more of an amazing CEO I wish. I mean, I think he is and I wish he was at another one of my favorite companies."
The speaker recommends maintaining a long position in Palantir (PLTR), highlighting the impressive leadership of CEO Alex Karp and emphasizing Palantir's influential market position. Despite heavy downside bets from other investors, this long-term stance reflects high conviction in the company's ability to endure and prosper.
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November 11, 2025
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