$Palantir Technologies Inc.(PLTR)$ The tape is shaping up like another slow, low-volume session, though this time it's tilting slightly to the upside. It just highlights how random low-volume days can be, though the upside did see a couple more million shares than the downside. At this point the stock is mostly news-driven. It feels like most participants have already positioned themselves and are just waiting for a catalyst. Pretty quiet overall.
$Palantir Technologies Inc.(PLTR)$ For anyone who hasn't noticed, Nvidia's new software has PLTR written all over it. They haven't said how much they're paying, but it should show up in the next earnings report. I've been long for almost 6 years now, so this is good to see.
$Palantir Technologies Inc.(PLTR)$ Funny how my most popular post in a while turned out to be a side note about making a quick Poor Man's Egg Foo Yung with a packet of Ramen Noodles. The shorts might want to take note, they're going to need it.
$Ondas Holdings Inc.(ONDS)$ The upper $7s has turned into a genuine battleground between two large, stubborn forces. Short sellers are fighting hard to keep this under $8.00, with 42% of the float short. If ONDS slips into the $8s or $9s, that starts triggering technical momentum and retail bull breakout indicators. So far hedgers have basically capped the share price by adding to shorts whenever it tries to move. On the other side, long-term fund managers are looking at the exploding defense backlog and the trading value, like buying companies at less than 3x projected 2027 revenue. That is why real investors see the valuation as incredibly cheap. ONDS is sitting in the mid-to-upper $7s with massive algorithmic buy walls absorbing every shar
$Tesla Motors(TSLA)$ Everything looks positive, but then some analyst downgrades show up. I'm still buying more. The Tesla Semi and Optimus event is coming up.
$NVIDIA(NVDA)$ China is considering easing restrictions on new chip purchases. Beijing has signaled it may allow Alibaba, ByteDance and others to buy Nvidia's new RTX Pro 5500, per The Information. ByteDance alone is weighing an order for about 1M chips. Key details: Nvidia plans to begin shipments in late December, targeting around 500K chips per quarter for China. ByteDance's potential order alone could take 2 quarters to fill. Buyers plan to put 8 chips per server to run AI models. Price is around 85K-90K yuan, roughly $13K each, similar pricing to Huawei's Ascend 950PR. The RTX Pro 5500 is not one of Nvidia's top data-center AI chips and lacks the high-speed interconnects and premium memory used in those sy
$Ondas Holdings Inc.(ONDS)$ $Palantir Technologies Inc.(PLTR)$ $Lockheed Martin(LMT)$ DZYNE Technologies in Fairfax, Virginia has received a $46,087,217 modification to an existing contract for Operational Assessment of Uncrewed Long-Endurance Tactical Reconnaissance Aircraft. This brings the total cumulative face value to $85,643,057, up from $39,555,840. Work will be performed stateside and at overseas locations, with completion expected by March 26, 2031. Fiscal 2025 research, development, test, and evaluation funds in the amount of $12,288,390 are being obligated at the time of award.
$Palantir Technologies Inc.(PLTR)$ So, Ash. We got an Uncola after hours, a 7-Up today, and I'm hoping for a third straight day tomorrow. That'd make us the il-Lemon-ati. It's all right there, on the money.