Part 4/10:
Recent trends point to a drastic turnaround in investor interest. BlackRock, the world's largest asset manager, has transformed its minimal stake in Sofi and Palantir to a commanding presence. Between late 2020 and late 2024, institutional ownership for both companies rose significantly, with a notable surge in Palantir’s shares from 800 million to 1.3 billion. This aggressive buying signals a fundamental shift in how these companies are perceived.