Frances Stacy says she remains "constructive" on Palantir (PLTR). The company sold off 10% throughout the week but she says the company holding its 50-day SMA is a strong bullish signal for the stock. She adds that Palantir's growth relies on NDX strength and A.I. capex. Frances does note concerns of an A.I. "bubble," though there needs to be a slew of specific conditions for it to pop.