Thiel is the only insider whale that matters for $PLTR. He last sold shares in the $30s. If he doesn't sell any in this current window of the next few weeks, it is probably bullish (as much as it pains me to say). He still owns 71MM A shares, or 3%+ of shares out.

Three Observations:

There are dozens of excellent investment substacks out there. Almost all are paid, and if assessed one by one, probably worth it. Here's the thing--I'm not paying ~$300-600 each for 30 substacks. I would gladly pay $1,000/yr to be able to access all those substacks on a delayed basis (maybe 10-30 days?). Authors, would something like this pencil out for you? Say for example a $1,000 sub entitled access to 25 substacks with a 25 day delay, and was split among the substacks after the company took a small cut. Not sure if its a viable concept or wishful thinking. cc @lindasubstack