PLTRBullunverifiable
Michael Tyler“Within technology, you have Microsoft, you have Palantir, you have all of those kind of companies that you haven't been able to buy this cheap in a very long time.”@ 10:22 · open at this moment on YouTube ↗
Thesis at the time
BullishNamed as a technology buy at current levels — 'you haven't been able to buy this cheap in a very long time'. Recommended for long-term holding through midterm volatility.
Key arguments
- Tech infrastructure group (MSFT, PLTR, Palo Alto, Crowdstrike, Synopsys, Fortnet) doing well while mag 7 lags
- Down 20%+ from individual highs even as the index is near record
Hedges and caveats (from the video)
- Headline S&P level doesn't look as attractive as individual opportunities
- Expect policy and Fed-chair turbulence in 2026 before the real rally
- Midterm-year volatility through November
The call
- Date said
- Apr 21, 2026
- Timeframe
- next 2-5 years (high-conviction long-term)
- Price at prediction
- $146.39
- Confidence
- medium
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Framed as a long-term holding recommendation rather than a near-term trade; no specific target but clear directional view and 'cheap' framing.