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7/28/25 - $pltr - Profit taking into print

195
7/28/25 :: VROCKSTAR :: PLTR
Profit taking into print

- no idea what print brings
- but mgmt have been sell-only
- valuation is what it is... inexplicable by anyone
- i'd not be surprised to see anything happen on the result
- but into result, big holders (read: not you) are likely going to see some profit taking/ risk mgmt given tape, outperformance
- could be a good hedge against other risk-on
- and if tape does see risk off, -ve gamma/ reflexivity largest here

V
Note
mid day we find out these guys r already losing contracts at the mgn (to msft)
gl to the moonbois

V

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