$Palantir(PLTR)$  looking to add. You can continue running your "overvalued", "high PE ratio, "PB Ratio" or whatever narrative to deny PLTR.  But you cannot deny pltr delivered the numbers time and time again. Compare pltr a year ago and now, look at their metrics by any scale, nobody has performed this well for the longest time that I can remember.  Can PLTR drop further? Absolutely. But if I'm handed a choice of holding a business with such numbers vs any other companies at this time, I'll bank my money on PLTR anytime.  You can call me a pltr fanboy, and I'll gladly accept that title. Continue doubting pltr, continue being on the wrong side.  P.S. I was actually worried it went up too fast a co

$Palantir(PLTR)$  If you arent leveraged, and if you know how to think against the herd, you will be fine around this price zone. It’s such an obvious shakeout. dont bother bout doom bringers. concentrate on building a strong position. It’s such an obvious shakeout. dont bother bout doom bringers. concentrate on building a strong position. whoever that says AI is doom or bubble burst is either drunk or high. You panic, you sell, big boys happy because it happens every single time. If companies & businesses earn more, then rightfully, you think stock price up or down? so stop listening to those clowns and look beyond a day.

$Alphabet(GOOG)$   Keep adding. Mag 7 rotation is real. Prior, MSFT was down and spat on. Then it recovered from 300 level to 500 level. As if nothing happened. When this was happening, we see Google and nvda going up every other day.  Phase 1 of Al is ending. Phase 1 main gainers are storage and chips. Phase 2 should start soon. Who is in Phase 2? Hyperscalers. And who are the cheaper and most reliable hyperscaler at the moment? All except MSFT  Note: Probability of TSLA being a hyperscaler by turning itself with vertical integration is highly probable. 

$Palantir(PLTR)$  

$GOOG 20261113 340.0 PUT$ Why scared?  If you don't pour money in now, you gonna lag behind the others in mag 7.  Also, TPUs on the backlog haven't been accounted for until customers pay Google. EU fine is also a 1 off fine.  Whenever you hear a harbinger of doombringers, it's usually one of the best signal to start averaging in.  Before you state negative cashflow an AI bubble bursting or whatever narrative, ask yourself if any fundamentals changed.  Is Google not pouring into its cloud? Yes, they are. Why? Because demand is insanely high.  Nonetheless, I'm cool with selling cc while waiting for the shakeout to be done.  May yall all swim in profits 

$MSFT 20260807 420.0 PUT$  No, not this time. Current undervalued mag 7 are $META and $GOOG.  Same scenario of AI Capex, but MSFT announced their backlog aka RPO (Remaining Performance Obligations) However, $GOOG didn't announced that. Hence don't be surprised if Goog do another Q2 post ER move, climbing back to 320 or more in a short span of time. I never liked zuck, but he is making very smart moves.  As for Google, yeah i get why investors are worried bout the whole monetisation etc. search slow etc. But seriously, did the fundamentals change? No. We ask AI but remember, your searches goes to Gemini. And I'm actually impressed with Gemini more than co-pilot. Still, please do your own due diligence. CHEERS

$Palantir Technologies Inc.(PLTR)$  

$Palantir Technologies Inc.(PLTR)$   Looks like supply zone getting absorbed. Short term, no idea. Long term, hold.  If it breaks and stays above 200, on the balance of probability, pltr should challenge her ATH. Then comes the next ER. Usual patten for PLTR, drop before, pop after. Please stop making 20 trades on every swing. Just hold. 

Let's have another look at $Alphabet(GOOG)$  Not sure if most know but Google actually diversified their own portfolio. No, they aren't just your search engine and YouTube.  Google own stakes in companies like $AST SpaceMobile, Inc.(ASTS)$  & $SpaceX(SPCX)$  and more. Now if you are a long term holder, great, kudos to you. Google is a solid long term pick. The last time $Goog dived largely in a single day was back when Q2 ER was released. Investors are worried due to negative FCF for the first time ever. Capex concern.  This is a valid concern. However, look at the larger picture, why is G

$Alphabet(GOOG)$   Simple, nobody knows. whoever tells you they know, are foolish. nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles. Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now.  These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA. Hence, it is a good opportunity to accumulate. Also, midterm elections will affect stock prices for sure. I mean it in a good way. Correction is needed in order to sustain this bull market. 

My humble opinion 

$MSFT 20260807 420.0 PUT$  An old trade. On $Alphabet(GOOG)$  

$Palantir Technologies Inc.(PLTR)$   The amount of people wanting this ship to sink is wayyy too heavy. But the amount of people doesn't equate to the amount of money.  When sentiments starts shifting heavily, it might be a good time to look deeper as to why this stock is getting absorbed.  I have seen comments that this is heavily manipulated. Then let me ask you, if I may, was the stock market manipulated not manipulated since a century ago? How did the name Wall Street get its name?  So how do you navigate your roadmap to building wealth with the stock market? You stay in the market. You stay 50% in S&P, your other 50% is meant as dry powder to average into companies that you have conviction. You don't need to trade

$Palantir Technologies Inc.(PLTR)$  Long term bullish, mid term not so. ATH reached yet volume remains low.  Price over everything as the Germans saying.  But Volume tells you more than any Technical indicators. 

$MSFT 20260807 420.0 PUT$ just for the coins. Not too sure bout the next ER because MSFT  has a habit of diving. On a balance of probability 

$PLTR 20260814 122.0 PUT$ 

$Palantir Technologies Inc.(PLTR)$  

$Palantir Technologies Inc.(PLTR)$  coins.  Also, the road ahead isn't gonna be as smooth as it looks.  add on pullbacks. Sell covered calls.