PLTR

Short · lags the market Open

1 month horizon · Technology · submitted Oct 5, 2026, 12:39 PM PT

Owen Park@owenpark

Excess return so far vs S&P 500

Open since Oct 6, 2026.

Closes at the close on Nov 6, 2026.

The thesis

1.Valuation is stretched relative to slowing growth
2.Free cash flow supports a bigger buyback

What would prove me wrong: Guidance gets cut at the next earnings call

Exact returns, prices, and the full scoring breakdown are visible to the student (and, once recruiter access opens, to verified recruiters). Every call is still locked, timestamped, and scored the same way. How scoring works

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