$Palantir Technologies Inc.(PLTR)$ DA Davidson raised its price target on Palantir to $250 from $200, keeping a Buy rating. Analyst Gil Luria noted that AIPCon11 was centered on AI sovereignty, and the approach seems to be resonating with customers. The firm also pointed out that customers are becoming more sophisticated about which AI models they need and how to work across different models, and Palantir is benefiting from that shift.
$Palantir Technologies Inc.(PLTR)$ This always comes back to valuation. A $400B valuation makes no sense. I would love to see this in the $150s by Friday's close.
$Meta Platforms, Inc.(META)$ Climbs 4.9% after launching Muse, its new autonomous AI personal agent from the Facebook and Instagram parent company, marking one of its most significant AI product rollouts to date.
$Palantir Technologies Inc.(PLTR)$ Dr. Karp is working non stop, that much seems clear. I'm holding strong. That man will deliver. Scared money makes no money, so holding commons long term is the game for me.
$Palantir Technologies Inc.(PLTR)$ Institutional interest keeps quietly building in the background. Smart money doesn't chase headlines, it accumulates while retail argues about valuation. Watching the volume patterns lately and it's telling a story. This one's still early for the big players imo.
$Meta Platforms, Inc.(META)$ Strong read from the META call through to the hyperscalers. One of the better perspectives around here. Also called the software and semis rotation months back.