Sell PLTR by Dec 25, 2026.

I’ve had a very good run with AI stocks. Better than I probably deserved. I’m keeping a few. But I’m also taking some money off the table because I’ve reached that uncomfortable point where I still like the companies, I still believe the story, and I increasingly dislike the price. That distinction matters. Take Palantir around $190. I can make the bull case myself. Excellent business. Huge operating leverage. Real demand. Government moat. Commercial growth. But I get an economic …