Eric Jackson: Retail Investors 'Smart Money' in Palantir
Update: 2025-11-15
Description
Eric Jackson, founder of EMJ Capital, believes the dumb money in the stock market is actually getting smarter, with individual retail investors proving to be the new smart money. He champions Palantir, an artificial intelligence data firm, despite Wall Streets skepticism. Jackson argues that Palantirs unique business model, a living ontology system, is misunderstood by professional analysts, leading to a disconnect between retail and institutional investors. He sees this trend playing out with other stocks, suggesting a broader pattern where individual investors are identifying value that traditional analysts are missing.
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