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Msg  825 of 919  at  11/28/2023 1:00:59 PM  by

sterigmos318


Deepwater Asset Management

We haven’t heard from Gene Munster on Palantir since he mentioned it as an eventual winner when AI leaped into the headlines last Spring.

Today on CNBC he mentioned Palantir as one of his five names who will be winners underneath the current Magnificent Seven.

https://www.cnbc.com/video/2023/11/28/expect-a-shift-in-performance-from-magnificent-seven-to-mid-sized-tech-in-2024-says-gene-munster.html

And when discussing Tesla, he mentions that he thinks they will do well in 2024, but not with the 2x or 3x that he expects the “five names” he mentions specifically with the potential to achieve - one of which is Palantir.

Keep in mind that Deepwater Asset Management is an owner of Palantir shares and not just an analyst that makes recommendations for their client base.

His research is significant…


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