SELL This Stock Before Wall St Screws You?

Stealth Wealth Investing•Sep 25, 2026

Summary

Luke outlines five primary reasons for maintaining a long-term position in Palantir despite a high valuation. Luke emphasizes that while the stock has provided a 2,000% gain for those who bought at lower levels, selling now could mean missing out on even more significant returns in the future, similar to historical runs by companies like Apple or Nvidia. Luke advises investors to focus on business fundamentals rather than short-term price fluctuations. Luke's strategy involves buying great assets and holding them until the investment thesis fully plays out.

Luke's specific arguments include:

Palantir (PLTR): Luke argues that Palantir's earnings growth is historically unprecedented and shows no signs of slowing down compared to cyclical industries. Luke believes the addressable market is vast and currently unsaturated, meaning competition is not a significant threat. Luke states that while the valuation is high, it is not as 'crazy' as Tesla's valuation in 2021. Luke mentions that any entry point below previous irrational lows was great, but currently, Luke is simply holding for the long term.

Tesla (TSLA): Luke uses Tesla as a cautionary example of unsustainable valuations. Luke notes that those who bought Tesla at its peak in 2021 due to hype are still in the red, highlighting the importance of distinguishing between high valuations and 'crazy' valuations.

Apple (AAPL): Luke mentions Apple to illustrate the power of long-term compounding. Luke notes a personal return of 68,000% on Apple and uses this as a reason why selling a potential winner like Palantir too early is a mistake.

Nvidia (NVDA): Luke references Nvidia as another example of a generational winner. Luke points out that investors who held Nvidia long-term have seen returns exceeding 100,000%, reinforcing Luke's thesis that life-changing wealth is built over decades, not months.

Mentioned Stocks

PLTR

Sentiment: BUYAction: RECOMMENDED

Reasoning: Luke highlights Palantir's unprecedented earnings growth and the lack of competition in a massive, unsaturated market. Luke notes that although the valuation is high, it is not 'crazy' compared to past bubbles like Tesla in 2021. Luke believes Palantir has the potential for generational returns of 20,000% to 68,000% over a 20-year horizon. Luke also mentions that Luke does not need to sell to raise capital because Luke lives below Luke's means.

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AAPL

Sentiment: BUY

Reasoning: Luke uses Apple as a prime example of a long-term hold, noting that Luke has achieved a 68,000% return on the stock. Luke argues that selling such a company early would be a massive financial mistake.

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TSLA

Sentiment: SELL

Reasoning: Luke references Tesla's 2021 valuation as an example of an 'irrational' and 'crazy' market state that justifies selling. Luke points out that investors who bought during that hype period are still seeing losses today.

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