The host views Palantir as looking like a deal at today's price because of rapid revenue growth and strong returns on capital, while noting dilution and rich valuation as risks.

The host sees PLTR as a fast-growing business and says the stock looks like a deal under his mid-case growth assumptions, though valuation remains high.

The host notes Palantir is pulling back with support at $162 and resistance at $180.

Palantir is far more dependent on Alex Karp's vision and culture than NVIDIA, so key-man risk is higher.

Palantir is consolidating sideways with resistance at 180 and support at 162, no directional call made.

Palantir has resistance at 180 and support at 162.