$Intel(INTC)$ Intel finally has a clear line of sight on what needs to happen. To deliver on what's coming, they need a cushion and need to be ready for distribution. It feels more like a signal of strength, getting from where they are now to where they ought to be. The foundation is laid, and rapid change forward is coming.
$NVIDIA(NVDA)$ TSM just put out another strong AI-demand signal. July sales jumped 44.7% YoY to roughly $14.5B, which suggests AI chip demand is still running hot. Through the first 7 months, TSMC has generated about $89B in revenue, and its 2026 growth outlook has moved above 40%. The impact is showing up across the AI supply chain. TSM is the manufacturing powerhouse, NVDA is the AI accelerator leader, and AAPL remains a major advanced-chip customer. The bigger takeaway here is that AI demand is not cooling down. TSM has become one of the clearest real-time reads on whether the AI buildout is still accelerating, and the numbers right now are pointing firmly in that direction.
$Palantir Technologies Inc.(PLTR)$ It seems like a lot of people are missing the real takeaway from this earnings report. It's important to understand what you actually hold here.
$Palantir Technologies Inc.(PLTR)$ A 30% rally followed by a pullback feels pretty normal. Some profit-taking was expected, and $152 seems to be acting as support now. My thesis hasn't really changed. The year-end target is still $200+.
$NVIDIA(NVDA)$ Bears put their trust in Burry. Bulls put their trust in Jensen. Do I really have to say it? Who knows more about AI and where it is going?
$NVIDIA(NVDA)$ SpaceX has decided to go all in on Nvidia GPUs, according to Elon. He says they're using them exclusively now because they're simply the best option available.
$Palantir Technologies Inc.(PLTR)$ My rough estimate, on the conservative side: around $140 by earnings week, and $160 by the week ending Aug 14. Of course nothing is guaranteed in the market, but if earnings, guidance, and the AI narrative all line up, that path doesn't seem out of the question.