🚀 Retail Investors pumping Palantir

In partnership with

Market Overview
Read time 1.4 minutes

Year To Date Performances:

1. Despite persistent warnings from Wall Street analysts regarding its "absurd" valuation, Palantir (PLTR) has emerged as the definitive retail stock of 2025, surging over 150% this year and nearly 3,000% over the last three years. Individual investors, fueled by high conviction on Reddit's WallStreetBets and direct engagement from CEO Alex Karp, have poured roughly $8 billion into the stock in 2025 alone, making it the fifth-most bought security by retail traders, trailing only titans like Tesla and Nvidia. While institutional "big money" (including Michael Burry’s Scion Asset Management) has bet mainly against the firm due to its high trailing earnings multiple, retail investors view Palantir as the "next Tesla," betting on its critical role in U.S. defence efficiency and the global AI infrastructure boom.

2. American consumers are facing a projected 22% surge in the price of leather boots, bags, and furniture over the next two years, driven by a combination of aggressive new tariffs and a historic shortage of raw hides. Major retailers like Coach (Tapestry) and Steve Madden are warning of massive profit headwinds as the "tariff war rooms" of earlier this year transition into permanent price hikes for shoppers. With the U.S. cattle herd at its smallest size since the 1950s and domestic tanning capacity decimated over the last 70 years, the industry’s reliance on complex global supply chains (shipping U.S. hides to Asia for tanning and assembly) has become its most significant liability.

3. Warren Buffett’s "biggest mistake" wasn't a bad investment that lost money, but rather a "spite buy" that created a massive opportunity cost. In 1964, after the manager of the struggling Berkshire Hathaway textile mills tried to "chisel" him out of an eighth of a point on a stock tender (offering $11.375 instead of the agreed $11.50), a vengeful Buffett bought a controlling interest specifically to fire the manager. This anchored his capital to a dying textile business for 20 years. Buffett later calculated that if he had bypassed the textile "anchor" and invested that same capital directly in high-quality insurance businesses from the start, Berkshire would be worth hundreds of billions more than its already massive valuation today.

   Headlines

   1. The DOJ says that it has more than a million new Epstein files that it has uncovered.

   2. Someone purchased a $1.8B winning lottery ticket in Arkansas.