oh, + $PL which is not LLM data but more world models. very good moat.
Author signals a buy/add for ticker $PL (added to their watch/position).
Brief
The post notes the author is adding $PL, characterizing the company as building 'world models' rather than providing LLM training data, and asserts that $PL possesses a "very good moat"—indicating the author believes the firm has a durable competitive advantage in its domain.
Why it matters
Author signals a buy/add for ticker $PL (added to their watch/position).
Key details
- Author distinguishes $PL as focusing on 'world models' rather than LLM training data.
- Author asserts $PL has a 'very good moat'—implying durable competitive advantage.