To The Moon

I continue to average up my position in $Palantir(PLTR)$ because I'm investing in the long-term AI story, not simply chasing the recent price momentum. Palantir has built a strong position at the intersection of AI, data analytics and enterprise software, with its platforms becoming increasingly important for companies and governments looking to turn AI into real-world applications. For me, the key is that Palantir is not just an AI "story" — it has an established business, recurring customers and a platform that can potentially scale significantly as AI adoption accelerates.

Another reason I'm comfortable averaging up is the company's execution. Palantir continues to demonstrate strong demand for its AI capabilities, while expanding its commercial customer base and deepening relationships with existing clients. I believe the biggest opportunity is still ahead as more businesses move from experimenting with AI to actually deploying AI agents and workflows at scale. If Palantir can remain one of the key platforms enabling that transition, its addressable market could continue to expand substantially.

Of course, PLTR is not cheap, and valuation remains the biggest risk. That's exactly why I prefer to average up gradually instead of going all-in at once. I'm willing to pay a premium for quality and growth when I believe the underlying fundamentals can grow into the valuation over time. My approach remains simple: ignore short-term volatility, keep building the position selectively, and let Palantir's execution determine whether the long-term thesis plays out. For me, this is still a company worth accumulating rather than trying to perfectly time.

@TigerPicks  @Tiger_comments  @TigerStars  @TigerClub