😏💥Karpus Maximus：$BAC raised $PLTR's target price directly to $255 (after meeting with Team Karp)

1️⃣ This is not "another analyst call"
The core message from $Bank of America(BAC.US) this time is: After meeting with management and discussing with the execution team, confidence is stronger.
The market loves this up—when institutions are willing to upgrade their views from "model projections" to "on-the-ground endorsements," the reaction from capital is often more direct.

2️⃣ Why raise the PT to $255 now?
Because $Palantir Tech(PLTR.US)'s narrative is shifting from "AI concept stock" to "AI delivery stock."
Wall Street isn't afraid of high valuations; what it fears is "unclear execution and scalability."
Once institutions judge that the commercialization path is clearer and order fulfillment is more stable, PTs will follow suit.

3️⃣ The key isn't "whether it will rise" but "who is forced to chase"
The current situation is more like:
Those who get it are already on board;
Those who hesitate keep waiting for a pullback;
And PT hikes force some capital to shift strategies—from "waiting for a bargain" to "fearing missing out."

4️⃣ But don’t overlook: A number like $255 also amplifies divergence
The more aggressive the target price, the more likely the market polarizes:
A) Momentum funds keep driving, using momentum to suppress valuation debates
B) Volatility spikes, and any quarter with underwhelming guidance gets punished harder

So this is more like an "execution test under high expectations."

5️⃣ A more practical framework
Just watch three things:
🔹Is commercial growth accelerating sustainably (not a one-quarter spike)?
🔹Is the government continuing to provide certainty (not one-off projects)?
🔹Is management giving stronger guidance on "scalable delivery" (not grand visions)?

Which script do you prefer: $Palantir Tech(PLTR.US) continuing along the path of "institutions lifting prices → capital chasing → valuation expanding," or a "high-expectation pullback reshuffle" first?

📣Continuing to share high-probability structures and trading opportunities in the AI theme, with a focus on inflection signals like $Palantir Tech(PLTR.US)'s shift from "story to financial delivery." Subscribe now—don’t miss the early positioning window before the next catalyst.

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