Arnaldo Trezzi's avatar
Arnaldo Trezzi
@arny_trezziMarch 17
$19.1m follower assets
$PLTR just tracks $ARKK: hard truth.
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Yegor's avatar
Yegor
@from100kto1mMarch 17
What does that mean
Arnaldo Trezzi's avatar
Arnaldo Trezzi
@arny_trezziMarch 20
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@from100kto1m PLTR stock price doesn't follow its own dynamics as much as it blindly follows $ARKK which doesn't have Palantir since March.

Palantir stock is moved by correlation and flows on speculative companies more than its fundamentals = potential asymmetry
AverageInvestor's avatar
AverageInvestor@averageinvestorMarch 18
The last year of this chart is interesting - didn’t $ARKK unload $PLTR in March of ‘22?
Arnaldo Trezzi's avatar
Arnaldo Trezzi
@arny_trezziMarch 20
Author
@averageinvestor Correct! Cathie sold Palantir as war broke out (which is the perfect catalyst...)
Maverick Equity Research's avatar
Maverick Equity Research
@maverickresearch4d
correlation vs causation ;))

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