The analyst is bullish and has added positions in PLTR, MSFT, AAPL, and META at specified price ranges, indicating a strong conviction in these stocks.
The analyst highlights the AI software thesis for PLTR as unchanged and the highest conviction name, implying confidence in a bounce from recent lows.
Congrats if you added here $PLTR from $107 to $126 now $MSFT From $352 to $385 now $AAPL from $275 to $315 now $META From $542 to $669 now biggest winner so far
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +3.7% | +4.6% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |