"I don't know if I'm bullish or bearish. I mean, the two things seem in balance as markets tend to price uh everything incorrectly, right? Had a lot of good years over the years. I'm very fortunate, very lucky. It's hard to tell what'll happen to the future of any company. I don't think Palantir I mean Palantir is a great company, so it's it's hard to bet against great companies. Uh management's very very good. I mean, Bur's never created something valuable, you know. Who do you respect? Alex Carp or Michael Bur? I mean, Car made a huge business with his bare hands. Palantir is a movie, too. It's called Zero Dark 30, The Hunt for Osama Bin Laden. Don't worry about my relationship with ALC. Okay."
The speaker provides a bullish view on Palantir, emphasizing its strong management and overall company quality. He underscores that it is hard to bet against a great company, despite market uncertainties, suggesting a positive long-term outlook.
Microsoft Still Hasn’t Paid Coreweave’s Bills! CAPR, CRWV Earnings Analysis | Martin Shkreli
The Shkreli Pill
November 11, 2025
Company Opinion