Recommends rotating out of Palantir into Micron as discipline; suggests PLTR holders are overly committed.
MU more disciplined rotation; PLTR has excess emotional attachment from holders
@Me5treX I think rotating pltr to mu is a good sign of discipline. Too many people in love with it.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -0.7% | -0.9% |
| 1 week | -2.8% | -3.0% |
| 1 month | -1.0% | -1.2% |
| 3 months | — | — |
| 6 months | — | — |