To The Moon

$Ocugen(OCGN)$ If you look at the bigger picture, this company could end up making more in a single quarter than Palantir does in an entire year, once all its drugs are fully commercialized. With that in mind, does a $1.50 stock price look attractive? I'll leave that for you to decide… $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Those who bought the dip are positioned well. I think the stock could reach $200 by the end of the year.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Tesla Motors(TSLA)$ Buying when there's fear is a pretty standard approach. It's not a new concept.

$Palantir Technologies Inc.(PLTR)$ The chart is carving out a massive macro consolidation channel. The technical structure shows coiling momentum, and once it breaks cleanly out of this range, it likely won't look back. I'm watching closely for a definitive breakout confirmation at the $155 level.

$NVIDIA(NVDA)$  It's interesting to see some people taking relatively small short positions or buying puts, then talking a lot about it. It's a bit like what Shakespeare said about being full of sound but signifying nothing. What will matter in the coming weeks is the fundamentals. The forward P/E is historically low at 20x, which is below the broader market and much lower than some competitors. Nvidia has an 85% share in the data center market, with others splitting the remaining 15%. Revenue grew 88% last year, with another double likely on the way. The company is on track to generate significant free cash flow by year-end, with about half going to buybacks. Margins are at 75% and rose last quarter. The new Ru

Here’s the current breakdown of my five-stock portfolio: $NVIDIA(NVDA)$  - 44% Core AI infrastructure exposure, still the main driver of overall portfolio beta. $NEBIUS(NBIS)$  - 24% A high-growth AI/data center infrastructure play, offering more asymmetry but with higher volatility. $Hims & Hers Health Inc.(HIMS)$  - 14% A consumer healthcare component with a recurring revenue model, providing a more defensive growth element. $Grab Holdings(GRAB)$  - 9% Offers exposure to the Southeast Asia platform economy, though it remains sensitive to macro factors and execution.

$NEBIUS(NBIS)$ It keeps coming up whenever AI infrastructure is discussed, and for good reason. The long-term setup many are watching remains largely unchanged. There are significant, large-scale relationships with $Meta Platforms, Inc.(META)$  and $Microsoft(MSFT)$ , plus strategic involvement from NVDA. This alone grounds the narrative in hyperscaler demand rather than retail speculation. Then there's a second layer that the broader market still seems to underweight - names like ClickHouse, Toloka, Avride, and TripleTen, which quietly add optionality to the ecosystem story. It's volatile, no question. But from a structural perspective, some view

$Tesla Motors(TSLA)$ The first-generation androids might be a bit heavier than expected. It's just a lighthearted observation though—Tesla remains my top investment.

$Surf Air Mobility Inc.(SRFM)$ The strategic shift away from pure airline operations towards a scalable software model fundamentally changes the company's financial DNA. The "Palantir effect" of $Palantir Technologies Inc.(PLTR)$  acts as a sales booster.

$Palantir Technologies Inc.(PLTR)$  I did a stock comparison between PLTR and CRWD, and PLTR comes out as the clear winner in my view. PLTR is profitable while CRWD is not. We also have an additional $3.8 billion in cash. Looking at forward P/E, PLTR is at 76 versus CRWD at 142. All the valuation concerns people have about PLTR don't seem to apply to CRWD? By that math, our share price should be around $746 and CRWD's should be around $116. Just check the current numbers for both companies and I think you'll see it too. I'm adding to my PLTR position and selling my CRWD.