PLTR | SOURCE: THE A16Z SHOW - FROM CODE SEARCH TO AI AGENTS: INS
Jan 20, 2026 IC-REF: 3448c762

PLTR: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: PLTR sits at the intersection of enterprise data infrastructure and AI agents, positioning it to benefit from the coding transformation described by Sourcegraph's CTO, but current insider behavior suggests management sees limited near-term upside at current valuations.


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