$Ondas Holdings Inc.(ONDS)$ The CEO just put out what looks like a message aimed directly at shorts. Not exactly subtle. Makes you wonder how much longer the bear case can hold up here. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ A 1.8% drop after hours and the bears are already acting like it's game over.

$Palantir Technologies Inc.(PLTR)$ That was an all-time great performance. Software isn't dead, and neither is Palantir.

$Palantir Technologies Inc.(PLTR)$ Even if it runs to 200, I'm not selling. This is an investment, not a trade, at least for me.

$Palantir Technologies Inc.(PLTR)$ PLTR is absolutely blowing it out and dragging the rest of the AI names along with it. AMD, INOD, and even poor old SOUN are going for the ride — BBAI is hitched up too. PLTR is showing the market what a proper software application of LLMs can do for a business. Too bad for the other software firms that we hold the killer patents for those applications. Burry's story is now old and tired, his retail followers are taking a beating, and meat is back on the menu.

$Invesco QQQ(QQQ)$ I was wrong, happily so. I thought yesterday would gap and crap, then today we'd get back above 695, with low 700s by end of week. Yesterday ended up filling the gap and trending up, and today followed through — here we are at 718. 722 looks like the likely test before the week ends. A lot is riding on AMD tonight. I'm not too worried, but I'll likely trim and trail some into the close today.

1.14US markets added a trillion today with ISM PMI hitting a 4-year high. The S&P 500 closed above 7,600 for the first time in over two months. $SPDR S&P 500 ETF Trust(SPY)$  $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Well, still waiting for it to go under $100. But I'm not a stupid bear.

$Palantir Technologies Inc.(PLTR)$  58x sales, but the sales growth keeps accelerating, which is pretty impressive. 93% growth is strong for a business already doing $2B in quarterly revenue.

$Palantir Technologies Inc.(PLTR)$  Palantir's U.S. government revenue jumped 90% from a year ago to $809 million. The company is widely known for selling its software to the U.S. government and military, but its commercial revenue has also accelerated.

Semis seem kind of overlooked by a lot of people right now, but the sector is and will continue to be the main story for the next five years. By the end of 2031, I think $NVIDIA(NVDA)$  could be at $530+, $Advanced Micro Devices(AMD)$  at $1,800+, and $Taiwan Semiconductor Manufacturing(TSM)$  at $1,400+. Current valuations look extremely low, so accumulating these names feels like the right move at these levels.

$Advanced Micro Devices(AMD)$ If the Middle East moves toward negotiations and a settlement, that should drive some pretty positive price movement. The strait opening up and more energy flowing through tends to correlate with positive AI sentiment as well. Add that to a good earnings report and optimistic forward guidance, and it could make for quite a week. Of course, several variables are still in play, so we'll have to see where things land. To a good week.

$Palantir Technologies Inc.(PLTR)$  It's good to see they're integrated with Microsoft now. Azure is already delivering results, and Palantir's AIP seems to be a big part of that success.

It's actually refreshing not having a Fed chair constantly trying to influence the market and getting algos to hang on every word. Warsh seems to be about staying out of the way and keeping quiet. The Fed turned into a circus and a speaking tour over the last couple of years, with members seemingly enjoying being interviewed and moving markets with every remark. This feels like a much-needed change with Warsh at the helm. $SPDR S&P 500 ETF Trust(SPY)$  $Robinhood(HOOD)$  $SoFi Technologies Inc.(SOFI)$  $Micron Technology(MU)$  $Palantir Technologies Inc.(PLTR)$&

$Advanced Micro Devices(AMD)$ Looks like the weak hands got shaken out again, and they'll probably lose their savings due to panic and poor decisions. Now that the stock seems to have bottomed out, I'm planning to buy and see how it moves from here. Feels like it's hit a rock bottom.

$Advanced Micro Devices(AMD)$ A red to green move here would really send a message. Feels like the bears' puts don't mean much to this one.

$Advanced Micro Devices(AMD)$  Missing out on that Friday dip definitely stings.

The AI race looks like it might be moving into a new phase. Lisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters. As AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity. The market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built. For $Advanced Micro Devices(AMD)$ , the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely. AI isn't slowing do

$Advanced Micro Devices(AMD)$ AMD just landed what could be one of its biggest AI opportunities to date. Reports suggest Anthropic is planning to buy tens of billions of dollars worth of AMD AI servers powered by the MI450 GPU. On the other side, AMD could invest up to $5 billion in Anthropic over time. This looks like more than just a single partnership. It signals that leading AI companies and hyperscalers are actively building out more alternatives in the AI infrastructure market.

The deal with Anthropic is now confirmed. AMD has secured significant compute commitments from nearly all the major players in AI. $Advanced Micro Devices(AMD)$  is trading strongly, moving past $555, up over 2.6%. The management's execution appears solid as commercial adoption picks up and compute scaling accelerates.