Stock price when the opinion was issued
It reports after the closing bell. Owns a small position. A year ago, they were all-in with AI. They already had a proven track record with government. She expects 38% and 53% revenue and earnings growth this quarter. The chart looks exponential, but it will march higher tomorrow. PLTR is one of the few companies implementing AI, a rare pure-play.
Q1 earnings were 39% YOY, so they have a big bar to leap over in Q2. Some aren't sure they will. You can take profits now, nothing wrong with that, but he's not ready to.