$Palantir Technologies Inc.(PL

$Palantir Technologies Inc.(PLTR)$ The bear case basically comes down to one word: overpriced. What gets missed is the scarcity angle. Palantir isn't a run-of-the-mill company. Its technology and capabilities are becoming more critical to America's national security, defense, intelligence, and strategic interests. Gold and diamonds trade at a premium because they're scarce. Palantir trades at a premium because of its rare strategic capabilities, tech advantages, and national importance. Scarcity creates value, and strategic scarcity commands a premium. Bears see a high valuation. Bulls see an irreplaceable strategic asset. $Oracle(ORCL)$ $Intel(INTC)$

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