What is your actual position on Palantir stock?

I like it. I bought it at 118 and I sent that buying alert to our alpha members at meetreinvest.com. I would still buy more at current prices because the fundamentals support it. The pricing power is exceptional, the balance sheet is strong, and they are highly selective with customers to the point where there is a waitlist. The arrogance you see from Karp is somewhat earned given the numbers. I just would not buy it because of the nationalization thesis. I would buy it because the PEG is reasonable for the growth rate.