Since my last analysis of Palantir Technologies Inc. (NASDAQ: PLTR ), the stock is up by 4% in price. In my portfolio, my Palantir position is up by 53.1% at the time of this writing. I amOliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international a ...