DEEP RESEARCH · PALANTIR/ADD-BUY NOTE
[Palantir] Additional Purchase
A review note recording a partial position increase and linking back to the prior thesis and add-buy timing posts
0. Bottom line first
The core of this post is that I added a partial weight to Palantir. It was written for my own review and is not a buy or sell recommendation. The post does not add a long new analysis; instead, it links to an earlier Palantir thesis post and a technical-analysis/add-buy timing post.
Partial position increase
The source records that the author added some Palantir exposure.
Review note
The memo is kept so the investment-decision flow can be reviewed later.
Not a recommendation
The source explicitly says it is not a buy or sell recommendation.
1. Prior investment-thesis link
Official fact: The source includes a prior post titled [Palantir] It Looks Like a Leader of This Era. The card summary says companies that make money through hardware have limits, and points to Palantir's independent capability using AI.
Interpretation: I read this additional purchase as an extension of the author's existing AI/software-centered Palantir thesis, not as a standalone price reaction. This short source itself does not include new earnings numbers or valuation figures.
2. Add-buy timing link
Official fact: The source also links to [Palantir] Technical Analysis and Add-Buy Timing. The card summary says that for this kind of stock, the author does not buy simply because it is falling, and looks for higher volume than the prior day plus a bullish candle setup.
Interpretation: The note records that the author considered both the company thesis and the timing conditions before increasing the position. In other words, it separates the reason for liking Palantir from the rule for executing an add-buy.
3. What to check from this memo
- The source records the additional purchase, but it does not include purchase price, share count, target price, or stop-loss level.
- The investment thesis depends on the first linked post, while the add-buy timing depends on the second linked post.
- For later review, the first checks should be whether the original thesis remained intact and whether the stated timing conditions were followed.
Sources
- Original Naver Blog post: https://m.blog.naver.com/PostView.naver?blogId=star_of_self&logNo=223824735915
- Reference link 1 in source: https://m.blog.naver.com/star_of_self/223624300892
- Reference link 2 in source: https://m.blog.naver.com/star_of_self/223775565340