$NVIDIA(NVDA)$ Reclaimed the $208–210 zone; short-term structure is improving. Key support is at $208, then $205. A break above $212–213 is needed for continuation. Above $213, the upside opens toward $217–220. Bias is constructive, but it remains range-bound until $213 clears.
$Palantir Technologies Inc.(PLTR)$ Breaking that 128 level is a bit scary. Listen, this thing is sitting on the launch pad. After earnings, there will be no way to ignore it. When the CEO says they are growing so fast that the biggest problem is keeping up with demand, you'd better listen.
$Palantir Technologies Inc.(PLTR)$ It's building a massive base, and when it rips, it's likely to squeeze the shorts. I've seen this kind of move before — TSLA went from 100 to 490. I'm just watching to see how it plays out.
$NVIDIA(NVDA)$ NVDA with less than a 2% dip. The king of chips has a higher floor and a higher ceiling. The risk/reward looks compelling—why take the risk with higher PE chips?
$Tesla Motors(TSLA)$ Cybercab just received its EPA Certificate of Conformity. It's one of those "boring but important" milestones that actually matters for the rollout. It essentially means it meets federal emissions requirements and can be legally sold/introduced in the U.S. Not a hype headline, but these are the checkpoints that quietly remove friction over time. Step-by-step progress... nothing flashy, just execution.
$Penguin Solutions, Inc.(PENG)$ Last week at $73, now at $58. Why? On June 1, the company reaffirmed full-year guidance at the high end, citing booming AI demand. The stock jumped 20%... then faded with the broader market. Nothing's changed. Demand is still strong. Looking under the hood: AI infrastructure for NASA, Air Force, Navy, Lockheed Martin, Boeing. Partnerships with $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , SK Hynix. Integrated Memory revenue was up 63% last quarter. The Marvell photonics deal still seems underappreciated by analysts. Next catalyst: Q3 earnings on July 7 - tracking strong. You're effectively buying a $73 stock for $5
Mind-blowing: Nvidia $NVIDIA(NVDA)$ is now at a $5 trillion market cap. For context, the entire UK public market is around $4.6 trillion. So one company is now worth more than all the public companies in an entire country. $NVIDIA(NVDA)$ is literally rewriting what tech dominance looks like in terms of scale.