To The Moon

$NVIDIA(NVDA)$  is showing serious strength defending the 200-day moving average. Even with broader market sentiment weakening across the board, it's putting on a masterclass by holding that key level. From my perspective, the broader AI trade likely won't break until this one does. A lot of the liquidity and tech sector moves seem to run through this stock.

$Palantir Technologies Inc.(PLTR)$ A move of around 10% in a single day would be needed to really shift the market's mood.

$Palantir Technologies Inc.(PLTR)$ There's a chance big money rotates back into PLTR. Quarter after quarter, they keep proving they're still second to none in agentic AI. While some weaker hands panic, the market action continues to reward solid execution.

$Tesla Motors(TSLA)$ Tesla still can't make enough Model Y Performance units to meet demand, and now they're about to launch the Model YL. This longer version seems to have a lot of pent-up demand already.

$Palantir Technologies Inc.(PLTR)$ PLTR is up 7.77% today, breaking the 1H descending trendline from the June high. The daily chart shows a completed head and shoulders top with a confirmed neckline break around $143.60. Price is still about 12% below that level and roughly 34% off the head near $190, so this looks like a bounce within a larger bearish structure. On the fundamentals, revenue is up 56.18% YoY for FY25, with a 53.32% net margin and $2.28B TTM net income. Debt is minimal at $211.98M versus $8.04B in cash. Valuation is still stretched, with a P/E of 131.44x and a P/S of 57.42x. Key levels to watch: bullish above $143.60, with support near $115.00. The overall bias is bullish.

A list of robotics stocks to consider: Humanoid robotics: $Tesla Motors(TSLA)$  Tesla $XPeng Inc.(XPEV)$  Xpeng $Angel Telecom Corp.(AGLT)$  Agility $Xiaomi Corp.(XIACF)$  Xiaomi HYMTF Hyundai Humanoid robotics could become one of the biggest technology themes of the next decade, and this list includes some of the more competitive players globally. $Tesla Motors(TSLA)$  has the biggest commercialization potential through Optimus and its AI capabilities. $XPeng Inc.(XPEV)$  is rapidly expanding into robotic

$MasterCard(MA)$ I'm holding it forever, no reason to rotate out. PLTR only gets interesting below $100, otherwise it's just a waiting game. After this run, I'm done chasing ETFs or memory names.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ 715This looks like a clear and crucial pivot point. They tested the May monthly low and bounced. Bullish flows above this level, bearish flows below. I'll be taking high-accuracy day trades and swing trades based on this level.

$NVIDIA(NVDA)$  Bull case versus bear case. Bulls are focused on long-term AI demand, while bears are watching short-term supply adjustments. Personally, I'm leaning toward the bull side. $250+ is coming.

$Zeta Global Holdings Corp.(ZETA)$ The company is showing deep enterprise validation through a heavy partnership cadence: OPENAI on ads, $Snowflake(SNOW)$  on Open Semantic Interchange, and now $Palantir Technologies Inc.(PLTR)$  Foundry integration—which management projects could add $100M+ in annual ARR. 19 consecutive beat-and-raise quarters at around 50% YoY growth. The valuation gap might close soon.