1PC
04-12

@Shyonļ¼š
Iā€™m still holding $Palantir Technologies Inc.(PLTR)$ and even with a low entry, this pullback hurts more than expected. The market is clearly repricing traditional SaaS, and what OpenAI and Anthropic are doing is forcing a rethink of where real value sits. Iā€™m not panicking, but Iā€™m definitely more cautiousā€”this feels bigger than a normal correction. The bigger issue is the ā€œper-seatā€ SaaS model looking outdated. If AI agents replace or augment users, companies like Salesforce.com and AppLovin Corporation could face pressure on pricing and growth. If revenue shifts toward usage and compute, the predictability Wall Street loved may fade, changing how I view these names long term. Iā€™m not rushing to sell, but Iā€™m also not blindly buying dips. Iā€™ll monitor how Palantir Technologies Inc. adapts, and Iā€™m open to trimming if the thesis weakens. This feels like a moment where flexibility matters more than conviction. @TigerStars @Tiger_comments @TigerClub
Iā€™m still holding $Palantir Technologies Inc.(PLTR)$ and even with a low entry, this pullback hurts more than expected. The market is clearly repricing traditional SaaS, and what OpenAI and Anthropic are doing is forcing a rethink of where real value sits. Iā€™m not panicking, but Iā€™m definitely more cautiousā€”this feels bigger than a normal correction. The bigger issue is the ā€œper-seatā€ SaaS model looking outdated. If AI agents replace or augment users, companies like Salesforce.com and AppLovin Corporation could face pressure on pricing and growth. If revenue shifts toward usage and compute, the predictability Wall Street loved may fade, changing how I view these names long term. Iā€™m not rushing to sell, but Iā€™m also not blindly buying dips. Iā€™ll monitor how Palantir Technologies Inc. adapts, and Iā€™m open to trimming if the thesis weakens. This feels like a moment where flexibility matters more than conviction. @TigerStars @Tiger_comments @TigerClub

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