Palantir 有点陷入困境，我的意思是它处于上升趋势，别误会，但它显示出巨大的波动性，使得很难建立低风险仓位。
Palantir is somewhat stuck, I mean it's in an upward direction, don't get me wrong, but it's showing huge volatility that makes it very difficult to take a low-risk position.
我们之前提到过对 Palointer 和特斯拉股票的买入建议，但这背后有其逻辑，这反映了部分这种谨慎态度，尽管他们对硬件板块的看法也有其合理之处。
We previously mentioned buy recommendations for Palointer and Tesla shares, but there is a logic behind that, which reflects some of this caution, even though they also have a valid point about the hardware sector.
相反，正如我们今天早上提到的，与其在设备价格下跌时买入设备，我们建议买入 Palunteer，因为它已经达到了我们确定的支撑位。
Instead, as we mentioned this morning , rather than buying devices when their price drops, we recommend buying Palunteer because it has reached the support level we identified.
但如果我们转向 Palunteer 平台，这是我们今天早上初步评估时所依赖的平台，我们会发现我们非常接近 164 的支撑线，仅差 1 美元 40 秒。这对今天来说是一个积极的信号，尤其是在 Snowflake 股票面临抛售压力的情况下。
But if we move to the Palunteer platform, which is the platform we relied on in our initial assessment this morning, we will find that we came very close to the support line at 164, with a difference of only $1 and 40 seconds. This is a positive sign for today , especially with selling pressure on Snowflake stock.
那么其他软件在做什么？Palunteers。我的伙计们昨天在Palunteer的下跌中买了一点。我认为你需要小心。看看那个突破。希望它在第8天就停在那里。我想现在你可以说，这变得草率了。外面有太多草率。草率的九月。
So what's other software doing? Palunteers. Uh my guys bought a little bit of a dip in Palunteer yesterday. I think you need to be careful. Look at that break. Hopefully he stopped right there at the 8th day. I guess now you could say, "Hey, this is getting sloppy. So much sloppiness out there. Sloppy September."
Palantir。哦，我的天。我谈论这只股票已经很长时间了，我一直在想：到底发生了什么？这是基金，交易基金。我说，我们为什么不回到平均价格？我预计它不会超过168-170水平。
我因此对冲了资产。但它上涨了。它上涨了，我很困惑。我说：“发生了什么？”这继续攀升了额外的25天，实现了11%的跃升达到187，现在它终于开始向平均值回落。所以它在下跌。什么时候会停止？
就像英伟达、Meta，尤其是Palantir，因为在视频发布时，它的股价是每股109美元。在这个价位，我认为Palantir是一个很好的机会。Palantir的109美元价格非常不可思议。
因为在我看来，Palantir在2026年应该值140或150美元左右。在2027年甚至可能更高，也许170或180美元。总之，在109美元时，我对这只股票非常感兴趣。所以我不会在Palantir上使用轮动策略，因为我会感到害怕错过。
今天我们将讨论股市中的一些重大变动，包括 Palantir，我们也看到特斯拉的一些变动，并且我们将讨论我正在关注的下一次交易的一些关键设置。
today we're going to talk about some big moves in the stock market including Palantir, and we're seeing some moves in Tesla, and we'll be talking about some key setups that I'm watching for the next trade, guys.
在 DataDog 之后，各位，我们将看看另外两家大型移动公司，包括特斯拉和 Palantir。正如我之前所说，Palantir 上有一个我正在关注的主要水平。正如预期，我们看到小幅下跌。
SpaceX、特斯拉、Palo Alto和Palunteer开盘都上涨。全部上涨。我屏幕上显示的是SpaceX。这是Palunteer。
SpaceX, Tesla, Palo Alto, and Palunteer all up out of the gate here. All of them. I had SpaceX on the screen. Here's Palunteer.
特斯拉，我们谈到了Palunteer从18那里回来了。Palanteer是什么？我想我们谈过这个。Joe，你可能谈过这个。Palunteer可能正在接近一个阻力区域。是的，我想我们谈过可能是185、189。
长期以来，我一直认为 Palanteer 是估值过高公司的典型代表。但在深入研究之后，我实际上认为 Palanteer 从未像今天这样有吸引力。
I saw Palanteer as the poster child of overvalued companies for a long time. But after looking into it, I actually believe Palanteer has never been more attractive than today.
需要明确的是，这远非价值投资。去年，Palanteer 的估值倍数是以往的两倍，而增长率只有一半。现在这种情况已经完全改变了。
Well, to be clear, it's far from a value play. And last year, Palanteer traded at twice the multiple with half the growth. And that has completely shifted now.
我们还想要解释 Palenty 实际上是如何运作的，以及为什么它没有竞争对手。
And we also want to explain how Palenty actually works and why there's no competitor inside.
