$Palantir Technologies Inc.(PLTR)$ Tomorrow will be interesting. Just out on IBD & Reuters that Palantir along with Anduril, OpenAI, and Space X are in talks to form a consortium to jointly bid on govt contracts and take away the business from the old guard of Lockheed Martin, Northrop Grumman, Boeing and RTX. What a monster sized collaboration that would be for Palantir. Tomorrow should be a good day for PLTR stock with the uplist to the Naz 100 tomorrow as well.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI in process of getting a good CFO. This company will do great once all is cleared. The stock will probably rise to tripple digits by mid 2025. Still a great price to scoop some shares next few days Don't listen to the amateur shorts and naysayers. Smart investors and institutions are accumulating presently. This company is an AI leader and has an huge growth ahead. Use your common sense and do your own due diligence. Last few months was just a bump and the company is now in process of fixing it. This company will get over it and will continue to grow to spear head the AI revolution.

$SUPER MICRO COMPUTER INC(SMCI)$ The shorts are trying to cover by bringing the share price down this week but the volume is less than half the normal volume and they know they're sitting on a ticking Time bomb I guess they are going to learn the hard way. so my fellow longs all I can say is patience soon enough we will be rewarded. 💰💰💰

$Palantir Technologies Inc.(PLTR)$ Folks PLTRs revised full year 2024 ending December eps is .38. It means that the current PE of 400 will be cut down into halves. $80 divided by .38= 210 PE, which means we could easily double to $160-170 by earning release on Feb 3, 2025...I expect the revision of earnings quarter-by- quarter in 2025, so thus the stock price I also expect doubling.

$SUPER MICRO COMPUTER INC(SMCI)$ The fundamentals are there, and based on current conservative estimates FMV is approximately $65 with zero premium baked in for growth. By 2030 the conservative EPS is $10, using the same math, this would put the stock price at $300, again with no premium baked in. For my money a 10x in 5 years is a solid investment. With premiums, this could be a $500 stock or more.

$Palantir Technologies Inc.(PLTR)$ This has been an outstanding Palantir year. 332% year-to-date is fantastic. 2025 also looking good. I do not expect another 332% year. Less will do. Not selling before we get to a trillion dollars market cap - and Palantir will get there.

$SUPER MICRO COMPUTER INC(SMCI)$ For everybody concerned about the Evercore headline and possible dilution from a supposed PIPE deal from no-name sources, HEAR ME OUT...if you go back to the transcript from the last quarterly call, right before he passed the mic to Charles, the CFO said the company would be entering a quiet period beginning COB on Friday, Dec 13. Now, think back to when you first started seeing the Evercore news. Booyah!!! This is nothing but a well-orchestrated hit piece, timed perfectly, because they knew the company wouldn't confirm or deny any of it until the gag is lifted. My boat is loaded. LET'S RIDE!

$Palantir Technologies Inc.(PLTR)$ There is a lot of fear, Wall Street is pumping fear, overvaluation talk on many of the tech stocks and S&P. Which is slightly true. This is where valuation matters but don’t buy into scare tactics to push prices lower. PLTR will more than likely need a correction but if you bought right it’s not worries. Just ride this bucking bronco.

$Palantir Technologies Inc.(PLTR)$ Palantirians: It's getting to look a lot like a Palantir Christmas!!!!!!!!!!!!!! Twas just announced (this is per (do you know?) gokarp), a new US Army Vantage 12 month contract, worth $400 Million+, Sole Source, is a follow-on contract from the original contract.Moreover, there is also a 6 month contract extension clause for $215 Million. Let's roll !!!

$SUPER MICRO COMPUTER INC(SMCI)$ The stock is holding up pretty well considering NASDAQ 100 funds are selling all their shares this week. They have until close of business on the 23rd to sell all their shares and buy the new entries. After that, we could see a nice climb into the new year.

$SUPER MICRO COMPUTER INC(SMCI)$ We will be back over $40 by the end of the week. Many folks who decided to jump ship and wound up making their losses real will be kicking themselves about that decision. Even if you muster the courage to try again, you'll probably try to DCA your way back in and miss a lot of the upside, averaging up the whole way. This one moves quick.

$Palantir Technologies Inc.(PLTR)$ PLTR scores 48% in the Rule of 40….the Rule of 40 (Growth rate %+Growth profit margin%)as a go-to valuation metric to determine the financial health, viability and growth potential. As Cramer (this evening) pointed out, PLTR passes this valuation test. Long PLTR!

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI is a good company, but it is about to be destroyed by Wall Street short-sellers! Why would Wall Street want to bring down a good company? Is it because they are jealous that SMCI is a Taiwanese-American company?

$Palantir Technologies Inc.(PLTR)$ I know some are gonna have to pay a sweet sweet captial gains tax in 2025. I plan to pay that tax in 2026, i ain't selling nothing until 2025. I will always be Long PLTR but my target from the start was 2025. At this point I sell half and live the next chapter of my life comfortable. You do what you wanna do IT'S YOUR MONEY, I'm just letting you know what I'm doing. Strong and Long PLTR💪

$SUPER MICRO COMPUTER INC(SMCI)$ Now what it’s important is the timing. I think the downtrend will continue and will peak around Christmas to New Year’s Eve. Share price could be around 20$. After that it will slowly go up and spike up on good news. Finally, if they filed on time, it will recover and be around at more than 60$ easy.

$Palantir Technologies Inc.(PLTR)$ To everyone who thinks this can't become a massive company just remember a few years ago like what 2017 or 2018 is when we got our first trillion dollar company, and now 6 years later we got 7 or 8 or 9 at a trillion and some Multi trillion of dollars. Economy grows more money is circulating. I can see this being something like a Multi trillion possibly a 10 trillion company one day in the for future if they continue executing the way they have and innovating and creating new products and platforms with these insane TAMs for the next 15 years. Palatir currently has what seems like a monopoly on a platform for basically making real use of your data with the proper governance of that data

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI getting bumped from Nasdaq 100 index will literally have no impact, SMCI’s weightage with Nasdaq 100 index is around 0.15%, which is minuscule! Nasdaq 100 index is based of market cap. Nobody cares! Other the other hand SMCI will remain in Nasdaq since the company will file 10k by Feb. 25. There is nothing to worry. This will go up crazy once the dust settles. It’s a steal to buy at this price, once in a lifetime opportunity!

$Palantir Technologies Inc.(PLTR)$ Palantir has the market cap and the recent transfer into the NASDAQ global selects on November 26 aligns with the index requirement to join the NASDAQ Making Palantir’s strong performance this year a significant factor in its potential addition to the index

$Palantir Technologies Inc.(PLTR)$ I invite all to read again the 3Q24 Earnings Release Highlight. PLTR stated their Rule of 40 was 68% which is well above the 40 threshold. It means PLTR is effectively balancing growth and profitability. A very very positive sign for investors (long) Let me guess 4Q24 above 80%??

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI went up tripled outside of Nasdaq 100 and then dropped down to a quarter inside of Nasdaq 100. Why do these shorts try to make a huge deal with the possibility of SMCI removal from Nasdaq 100 ? It’s going to shoot up again regardless as everything is more favorable with SMCI, fundamentally.