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Palantir: Expect Major Sentiment Upside From The Golden Dome (NASDAQ:PLTR)

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Oliver 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 awareness informing his process. He manages a long-only, unleveraged portfolio designed to preserve capital and capture asymmetric upside around key market dislocations. Positions are held through medium-term cycles and exited based on intrinsic value. His research is published on Seeking Alpha, TipRanks, and GuruFocus. At the core of his work is the Nasdaq High-Alpha Black Swan Portfolio—a private strategy structured for resilience and long-term outperformance. He is in the process of formalizing this framework within an asset management firm, alongside developing a family office focused on lower-volatility capital stewardship.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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