Part 4/6:
Delving into tech stocks, John noted the impressive performance of Palantir, which has increased around 300% year-over-year and has garnered strong attention from both retail and institutional investors. Given Palantir’s significant contracts with the U.S. government, particularly the Department of Defense, there seems to be a growing dependence on its capabilities in data analysis. While John sees value in Palantir, he also acknowledged the importance of risk management, suggesting that owning puts could be a prudent strategy given the stock's rapid rise.