Palantir's a position you have to own but at a smaller size, says Clockwise Capital's James Cakmak
CNBC Televisionยท2025-08-04 19:00Joining us now is Clockwise Capital CIO James Chuckmuk. Sarati is with us on set as well. Both are in a lot of tech names that we regularly talk about it.And James to to start off with Palunteer this is a run reminiscent of Nvidia say starting sometime in 2023 um but maybe faster than that. What do you have to believe about Palunteer and its Nvidiaike potential to to keep buying it here. Yeah, I mean it's it's a historic run uh that we've seen out of Palunteer.You know, when we first bought it back in the $ ...