I’ve recently invested in $Palantir Technologies Inc.(PLTR)$ due to its powerful capabilities in data integration and analytics. Data integration is crucial for decision-making in both politics and business, and Palantir has firmly established itself in both of these areas. What sets Palantir apart is its co-founder, Peter Thiel, who has strong ties to the Trump-Musk alliance, a connection that is now gaining traction even among Big Tech moguls. This unique intersection of politics and business gives Palantir a significant competitive edge. I’m optimistic that in this data-driven world, Palantir’s distinct position will drive its long-term growth potential.

$Coinbase Global, Inc.(COIN)$ Tooks 150 days from the previous halving until the start of the parabolic rally for BTC last time around. We are now sitting at 140 days after the halving this time around. 10 more days of potential pain or sideways action... but in less than 2 weeks we could potentialy see the light at the end of this brutal consolidation phase. Hold strong.

$SUPER MICRO COMPUTER INC(SMCI)$ It doesn't matter what price it will break, as long as the current fundamental and AI projection hasn't changed, it will come back up. Want to see any update, wait until next earning report, but I doubt short can wait this long.

$AST SpaceMobile, Inc.(ASTS)$ I can tell by how angry and pathetic the bashers are... It is just mind boggling how desperate some of the paid bashers are to attack people for $0.04 a post... So sad and pitiful.. Yet the worse and more frequent they get, the closer we are... Hold For The Gold...

$Amazon.com(AMZN)$ My thought at this point is do you sell now and buy back later. I know trying time it is not wise but it feels like this wants to go much lower. Probably test lows from last month. If so why ride it down the whole way.

$UiPath(PATH)$ For earnings tomorrow, the comeback CEO is likely going to try to instill more confidence. He’ll of course talk about incorporating AI in the RPA tech stack. What would be amazing is if he announces something concrete re AI vs generic statements. For eg partnering with AI firms etc. the market is so hyper sensitive that anything short of amazing will push the stock down. But the stock is already pretty depressed and at a great valuation. So any pullback should be short. The fact of the matter is that very few companies exist that have a proven track record of enterprise automation and a fair chance of bringing AI. And of course let’s not forget uipath’s recent investment in the French AI startup to build an automation LLM.

$Dell Technologies Inc.(DELL)$ Will this stock be added to the s&p 500 on sep 6? Dell is currently the largest stock that isn't in the s&p 500. This could go up over 4% on AH sep 6 if the committee decides to add this stock. Apparently there was a rule that was overturned this April which would now allow this stock to get added to the index.

$Brenmiller Energy Ltd(BNRG)$ Be weary of companies that have deals or potential deals with fortune 500 company and fail to give the name so investors can call and verify, Lightly regulated Israeli companies is an additional concern. lalalala

$ulta beauty(ULTA)$ Ulta is shrinking with negativeor flattened gowth trend . The venture to Mexico is a bad move. I would rather focus on Signet that holds the biggest market share in bridle jewellry. It is much cheaper with growing trusted online branding and scale without strong competitor in United State. The small scale jewellry shop can not compete in scale, services and gurantee quality.

$Dell Technologies Inc.(DELL)$ DELL has lost it's 7% gain aftermarket. It will be gone by market open tomorrow. It's end of the month, a long weekend, and core PCE tomorrow is expected to show increase from 2,5% to 2.7%. This signals a chance of 50 point cut to interest rate which is not good.

$Coinbase Global, Inc.(COIN)$ Bitcoin will be up over the weekend. Still shaking the trembles out after Tuesday’s sell off. No reason this stock doesn’t hit 200 level next week. It’s wayyyyy undersold and has not had its comeback green candle after this recent sell off.

$GameStop(GME)$ So basically this is the grifter pop similar to GME's NFT marketplace. Retrogaming? srs? please buy more and make it go to $30 so I can short this.

$ulta beauty(ULTA)$ I think that Citi forgot to factor in the one billion dollar share buyback. less shares outstanding add to the earnings per share. With rate cuts coming the forward guidance should imho be good! look what recently happened with Target.

$CrowdStrike Holdings, Inc.(CRWD)$ I'm just going to start purging a week before each report and buy back a week later. The volatility this year around the quarterly earnings isn't worth it and probably get worse as these sectors grow. To each their own tho

$Burlington(BURL)$ P/B is 18 this is like a tech company, it will not withstand, there`s just simply nothing special about BURL

$MSCI Inc(MSCI)$ hindenburg just figured out now. trader knew this was scam from beginning. next will be nvidia. this is penny stock to be real. i wouldnt pay anything more than $20. Nvidia to $45 sooner or later.

$Advanced Micro Devices(AMD)$ The big ones (MSFT, GOOG, META, Amazon)... earn roughly $200B in profits combined annually. Apple earns another $100B. AI revenue for AMD in 2024 was just $5B ish.. As soon as these hyperscalers realize that Blackwell is in deep trouble, except the inferior single die B200A, they're going to want an AMD insurance policy. NVIDIA has a run rate fast approaching $120B annual AI revenues, so $12B for AMD is very very reasonable. And yes, Blackwell is in deep trouble. Their whole selling point was gluing 2-3 chips together. The interposer bridge is the bridgehead of that whole strategy. It's where you're supposed to start, not something you do as the finishing touches... Maybe, AMD, who has been in

$Alibaba(BABA)$ Baba is primary listed in HK since today. What is next? Catalyst is used and it did not catapult Baba to the Moon. Next month we will get stock connect but will it help?

$Faraday Future Intelligent Electric Inc.(FFIE)$ The more bears the better please keep shorting, this won't work without your effort.

$JOYY Inc.(YY)$ Globalization by localization is a very flawed strategy. You do not want to use company resources concentrating on localities. definition of a successful business is to come up with a product with large market potential, localization goes against this tried and trues strategy. Look at Facebook, learn from them, they do not create content for every minorities, their product designed to capture large audiences. YY should concentrate on coming up with products that is good and one that can catch fire and grow and be used and be useful by everyone and everywhere in the world, learn from TikTok, Facebook. This management needs new talented smart blood, present management needs to go.