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mariana perez mora

T2 · manager / operator

Covers aerospace, defense, and software companies including Palantir. Reiterated buy rating with $255 price target on Palantir.

2 calls·1 name·100% bull·last heard 7 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$PLTRPalantir Technologiesposition

BofA analyst sees Palantir growing into valuation on US commercial AI demand

US commercial revenue growing 150% year-to-date with expanding contract sizes; customers unable to operationalize AI themselves are locking in Palantir's ontology platform, driving 55% cash margins through outcome-based pricing.

Bloomberg Tech2026-08→

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recurring themes

2 total
$PLTR
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Palantir Technologies
HIGHmariana perez mora·Bloomberg Tech·7 days ago· position
BofA analyst sees Palantir growing into valuation on US commercial AI demand
US commercial revenue growing 150% year-to-date with expanding contract sizes; customers unable to operationalize AI themselves are locking in Palantir's ontology platform, driving 55% cash margins through outcome-based pricing.
"The US commercial strength is just a result of what we have been discussing in the past year. Is position of the right place, the right timing to benefit from actually being able…"
2:14
$PLTR
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Palantir Technologies
HIGHmariana perez mora·Bloomberg Tech·7 days ago· position
BofA analyst reiterates buy on Palantir: US commercial AI demand operationalizing faster than expected
Palantir's US commercial business is uniquely positioned to operationalize AI demand with 150% year-to-date growth, expanding contract sizes, and legacy customers deepening usage. Outcome-based pricing drives 55% cash margins as customers realize measurable AI value.
"The US commercial strength is just a result of what we have been discussing in the past year. Is position of the right place, the right timing to benefit from actually being able…"
1:53