Got very lucky and bought into PLTR at the IPO. I’m holding roughly 600 shares. The P/E is very high, but they’re fast-tracking many companies toward FedRAMP compliance, so I see a lot of companies integrating with them.
Google has a ton of subsidiaries that are doing very well. Their valuation will probably double this year—if not this year, then next year. Their Wing delivery program and Waymo are slowly taking off. Humanoids could be in play, too.
Should I sell my PLTR position and buy into Google, or ride it out?