Hi YXI friends,
We are looking at Palantir today even though it’s not yet part of our Systematic Portfolio. I am pre-empting a little here because PLTR is the only name in our Macro and Megacaps universe that has a 4/4 multi-model consensus. This means there is a high chance of it being selected next Monday.
It is good to get ahead of that pick to understand what one is buying, but also, even if it doesn’t get picked, it is a well-known and interesting enough name to follow.
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