Palantir (PLTR): Overvalued or a Buy-the-Dip Opportunity? 📉 Recent Selloff Palantir has been sliding for over a week, with one session seeing a sharp 9% drop — its longest losing streak in over a year. The trigger: Short seller Citron Research (Andrew Left) called PLTR “detached from fundamentals”, arguing it should be worth closer to $40. As a result, billions in market cap evaporated, with short-sellers booking large gains. 💰 Valuation Concerns PLTR trades at 214× forward earnings, compared to the S&P 500 average of ~22×. Analysts are split: only a handful rate it “Buy,” while most lean “Hold” or “Sell.” Some critics — including The Economist — have called it one of the most overvalued firms ever. Price targets range wildly, from $45 on the low end to $210+ on the high end. 🚀 Growth

Nvidia Earnings Preview: The Market’s Next Big Test 🌍 The Market Backdrop The broader market is entering Nvidia’s earnings on a cautious upswing: Fed expectations: After Jerome Powell’s dovish Jackson Hole comments, traders are betting heavily on a September rate cut (~84% chance). Lower rates generally support tech and growth names, giving Nvidia a macro tailwind. Equity sentiment: The S&P 500 and Nasdaq have tried to extend gains post-Jackson Hole, but momentum has been choppy — investors are waiting for a catalyst. Nvidia’s report could provide it. Volatility warning: Options markets are pricing in bigger swings across mega-cap tech, signaling that investors expect Nvidia’s results to ripple through the whole AI/semis sector. In short: Nvidia’s print isn’t just about one stock — it

Tesla Caught in the Crossfire: How the Trump–Musk Feud Could Rattle $TSLA in the Coming Weeks Tesla Inc. ($TSLA) is under heavy pressure—not just from market forces or global instability, but from a rapidly escalating personal and political feud between its CEO Elon Musk and former U.S. President Donald Trump. What started as subtle jabs has now turned into a high-stakes political standoff with billions of dollars—and investor confidence—on the line. Here are three key ways this feud could shape Tesla’s stock trajectory in the next 30 days: ⸻ 1. Trump’s Retaliation Threatens Tesla’s Federal Lifelines The feud exploded when Elon Musk publicly opposed a GOP-backed tax bill, labeling it detrimental to clean energy initiatives and middle-class EV adoption. In response, Trump accused Musk of “b