We’ll have our regular daily posts with Setups for ALL reporters next week, but I wanted to highlight some of the larger / more interesting names as we head into the weekend.
Please use these Setups to identify places to add or lighten up if your fundamental conviction aligns.
First, summary relative performance:
Now the individual names:
Palantir (PLTR) - Look how far that earnings multiple has fallen… oh wait that’s sales
Roblox (RBLX) - Biz going away due to vibe coding but age verification overblown
