Didn't have a thesis. Didn't have a plan. Just bought some PLTR and walked away. I have no idea what Palantir actually does. Something about data and government contracts and Alex Karp wearing expensive turtlenecks. Doesn't matter. It went up and I got out. The hardest part wasn't buying. It wasn't even selling. It was the two months in between where I just had to sit there and not be an idiot. Turned out not being an idiot was the alpha the whole time. Onto the next one. Probably something I al
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