Guavaxf3006
2025-05-13

Palantir is one of my safest pick. Where last night's rally was across most tech sectors, the truth is the risk factors are not over. What happened was basically Donald Trump backing down as China did not really give the US anything of worth. Which means, the ban on chips and counter ban on rare earth still stands.

But Palantir is unique in that it is realtively unaffected by the ongoing trade wars. 

For one, almost all their customers are domestic American. For another, the government business moat is really strong against volatile movements. 

And then there is the declaration that the Trump government will be spending more than a trillion $ to shore up security. And Palantir stabds to get quite a lot if this business.

DYOD.

Palantir Hits Spotlight as BofA Lifts Price Target to Street High

Palantir Technologies gained attention Monday after Bank of America boosted its price target to $150, marking the highest estimate among major Wall Street firms.The firm kept its Buy rating in place. Analyst Mariana Perez Mora said Palantir continues to stand out by delivering tailored, AI-powered software solutions aimed at specific customer outcomes.She pointed to recent earnings as a sign the company is gaining momentum, noting improvements in how fast Palantir brings products to market and converts clients.Mora also flagged a new U.S. government directive, focused on overhauling how the Department of Defense handles tech contracts, as a potential long-term boost.The executive order, titled “Modernizing Defense Acquisitions and Spurring Innovation,” could reshape military procurement and favor companies like Palantir, which already has deep government ties.Palantir shares remain on Monday trading following the note.
Palantir Hits Spotlight as BofA Lifts Price Target to Street High

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  • poppii
    ·2025-05-13
    Great analysis! Palantir's position is solid! [Victory]
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