To The Moon

$NVIDIA(NVDA)$  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.

$Tesla Motors(TSLA)$ The Tesla Semi could end up being the biggest profit driver for TSLA.

$Tesla Motors(TSLA)$ Everyone's watching how it tends to drop back down the next day, so a lot of people are loading up on puts. But this time it might actually keep going.

$NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Palantir Technologies Inc.(PLTR)$  $Apple(AAPL)$  $Boeing(BA)$  Time for the Santa run to begin.

$NVIDIA(NVDA)$ These two have spent years calling bulls delusional, yet NVDA has gone up every year. Hard to say who the real delusional ones are.

$NVIDIA(NVDA)$ Why would I sell a stock that has been up in 11 of the past 13 years and is on pace for more gains with 70% growth in 2028? I don't see a reason to give this one up.

$Palantir Technologies Inc.(PLTR)$ PLTR is now trading at 51 times expected free cash flow for 2027, even though Palantir has the highest growth and profit margin across software. At current prices, the stock looks particularly attractive versus peers like Snowflake and CrowdStrike.

$Palantir Technologies Inc.(PLTR)$  Palantir sits on roughly $9.4 billion in cash, cash equivalents, and short-term U.S. Treasury securities. When the Fed raises rates, Treasury yields climb, and instead of watching that cash get eaten by inflation, Palantir generates substantial risk-free interest income simply by holding government securities. That interest income flows straight into net income, which supports overall earnings per share. Higher rates might initially pressure the stock through algorithmic selling of high-multiple software names, but the underlying business becomes more of a fortress. While weaker competitors risk running out of capital or going under, Palantir can use its cash pile to keep inve