$Palantir Technologies Inc.(PLTR)$  [Miser]  [Miser]  

$Samsara, Inc.(IOT)$   Samsara's most recent quarter (Fiscal Q2 2027, ended 2026-08-01, reported 2026-09-03) beat expectations across the board — revenue of $508.4M (+29.9% YoY) topped the ~$483M consensus, and adjusted EPS of $0.20 beat the $0.16 estimate by 25%  The company swung to a profit, raised its full-year outlook, and the stock rallied over 14% on the print. Growth momentum is accelerating! 

$Microsoft(MSFT)$ Celebrating small wins!  Microsoft is currently dominated by AI monetization progress (Copilot seats, E7 tier, usage-based pricing) and a cleaner Azure reporting structure, while the stock sits at ~$512.8 (2026-10-02) — about 7.4% below its 52-week high and in the 80th percentile of its 52-week range.  Fundamentals remain strong on profitability (ROE ~34%, net margin ~39.7%) and revenue growth (~17.8%), but the key tension is capital intensity: free-cash-flow growth has turned sharply negative while the forward P/E has compressed to ~25.8x versus a ~30.8x historical average — a cheaper multiple that partly reflects that spending pressure.

$SoFi Technologies Inc.(SOFI)$ Stock surged nearly 270% over the past 12 months. Sofi's robust revenue growth, rising profits, and expanding ecosystem all drew a stampede of bulls back to its stock. Fed lower interest rates amplified these gains.

$SPDR Portfolio S&P 500 ETF(SPLG)$ Celebrate small wins, be grateful on the bull ride. 🥳 

$Palantir Technologies Inc.(PLTR)$ Unbelievable [Surprised]   

$SoFi Technologies Inc.(SOFI)$ It's still fairly small compared to the bigger US banks, but it is growing much faster than most of its peer!

$BABA-W(09988)$ Alibaba shares surged approximately 10% today, after the company announced a significant increase in its investment in AI and cloud infrastructure beyond its original target, alongside the release of a new AI model. The company's CEO, Eddie Wu, cited rapid AI industry development and exceeding demand for AI infrastructure as reasons for the increased spending, which has positively impacted investor sentiment and supports a bullish outlook for Alibaba's AI and cloud computing businesses.  

$SoFi Technologies Inc.(SOFI)$ SoFi's stock rises as earnings bring surging loan growth and a number of records! Yay~ [Miser]  

$SentinelOne, Inc(S)$ is a high-growth, still-unprofitable AI-native cybersecurity name whose stock just printed a new 52-week high (25.75 USD intraday on 2026-10-02, +3.3% on the day) after a ~109% run off its 52-week low. Revenue growth remains solid at ~20% y/y and gross margin is high (~72%), but the shares now sit at the 98th percentile of their 52-week range, valuation is rich on sales (PS ~8x TTM), and the most recent news flow is a valuation-driven rating downgrade rather than a fundamental upgrade — so the risk-reward looks less asymmetric than it did a quarter ago. The upside case rests on three pillars: (1) SentinelOne is still compounding revenue at ~20% y/y with 72% gross margins in a cybersecurity market being structurally expanded by