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Technology Stocks : Palantir Technologies Inc PLTR:NYSE
PLTR 194.56-2.1%3:59 PM EDT

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To: GemSeeker who wrote (134)5/13/2025 1:06:43 PM
From: carranza21 Recommendation

Recommended By
GemSeeker

   of 147
 
BoA calling for a 150 target. Wow.

thestreet.com

I had to sell a bit (not too much, about 22% ) as the gains were too much, too soon. Nothing wrong in taking profits.

Waiting for Anduril to go public. It is working with Palantir. Anduril might become another Palantir. Wouldn't surprise me in the least to see some sort of formal combination at some point if their eccentric leadership can get along.

Chinese are getting very horsey. Anduril and Palantir could together break the way much of the cost-plus defense procurement structure works. Has to be done to counter the threat from the East.

I was very pleased to see that the new Sec of Defense put a limit on 4 star generals. We support a ridiculous and unnecessary number of the Perfumed Princes. I can only imagine how much it costs to support one of these armchair warriors.

x.com

In other words, things are changing for the better. They are getting more realistic.
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