SPX lots of positive gamma at this 6050 strike above, maybe a pin there today
300x earnings has been the ceiling for $PLTR bulls so far... Watch what happens this time around. 🔎 https://t.co/6R16H85cgn
$PLTR curling back up https://t.co/LiIr5i7CeT
Palantir Technologies shares climbed to an intraday record near $140 in New York trading on Wednesday and held those gains on Thursday, extending a rally driven by mounting enthusiasm for the company’s artificial-intelligence platform. Loop Capital boosted its price target on the stock to $155 from $130, the highest on Wall Street, while reiterating a Buy rating. The brokerage said a recent investor meeting with Chief Financial Officer David Glazer highlighted accelerating enterprise interest in Palantir’s Artificial Intelligence Platform and suggested the business is at a "tipping point" as pilot projects move into production. Options activity underscored the bullish sentiment: data showed net options delta equivalent to roughly 984,000 shares and heavy positive gamma clustered between the $135 and $140 strikes, alongside a put-to-call ratio of 0.70. Not all analysts are convinced. Citi maintained its Neutral stance and $115 price target, warning that Palantir’s valuation already discounts much of the anticipated growth and that execution risks remain. Elsewhere in the tech sector, Oppenheimer raised its price target for Netflix to $1,425 from $1,200 on expectations of an advertising-driven revenue surge, while UBS reiterated its Buy rating on Nvidia with a $175 target, citing sustained demand for AI-related data-center hardware.