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He made a video a month ago showing he's biggest position. You can see palantir as a big position in the thumbmail, but when you see the video he did not have it, it was clickbait
I am surprised Felix is not aware that PLTR is included in S&P500.. and he prepared such a detailed report.. I thought he is very up-to-date.. disappointed as I thought I can trust this guy
as far as I know PLTR has already grown to valuation not even NVDA ever reached in the past 2 years. Even when it reached 140 per share last june it was trading at 70 P/E, not 180 like PLTR. Not even counting the gross margins are thinner. And we know how Nvda's doing nowdays...
Felix is not real, he is an AI, with delayed data, otherwise this video would talk about Palantir already included. Account owner just didn't buy paid GPT so data is lagging.
My favorite thing about Palantir are the skeptics who laughed at me for almost 2 years straight. A meme stock indeed mofo's, while they go to work I turn over and shut the alarm.
I am going to guess this went to Felix's members early before the announcement. And after hours trading is rather thin and not very trustworthy to predicting what might happen next trading day, and particularly when a weekend intervenes.