PLTR | SOURCE: THE A16Z SHOW - WSJ X A16Z: THE NEXT 25 YEARS OF D
Feb 17, 2026 IC-REF: 91188fa9

PLTR: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: PLTR benefits from the Silicon Valley defense renaissance described by A16Z, but heavy insider selling ($180M net over 90 days) suggests management views current valuation as full despite strong fundamentals and consistent earnings beats.


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