BofA SecuritiesAerospace, Defense & Government AI TechnologyBullish Stance
Mariana Perez Mora
Director, Aerospace & Defense Tech Research · BofA Securities
Director in Equity Research at BofA Securities covering Aerospace, Defense, and Government Services. Widely recognized as Wall Street's top-performing analyst covering Palantir and modern defense computing.
Signature Thesis & Research Focus
Early high-conviction institutional thesis on Palantir AIP expansion across defense and commercial sectors.