Disclaimer: PLTR is one of my core holdings so I might be biased
FA: Since August correction, institutions are clearly starting to play "AI app" card, instead of just "AI infrastructure" card. This is why you see TSLA, Apple, and Meta leading the current rally and NVDA, Goog, and MSFT somehow just follow the rally. PLTR is being positioned as one of the leading "AI app" stocks so expect lots of hot money following it. The most important thing I will be watching is how fast and how much PLTR can grow its commerical business, beyond what they can do in government and military space. If I see them slowing down in this growth, I will sell all my shares. Until then, I will keep holding my PLTR for many years to come.
TA: PLTR is currently doing consolidation and many TA signals show weakness. There is a possiblity that it pulls back to 33.7 to 34.7 before resuming the uptrend. However, due to its association with AI app momentum, you never know as MM may decide just to take it up from here. Hard to tell. Bigger picture wise, I think as long as Nasdaq does not F' up, PLTR can reach $45 before year end
