To The Moon

$SK hynix(SKHY)$ $NVIDIA(NVDA)$ It feels like HBM is turning into a whole different kind of memory cycle. The old boom-and-bust pattern seems to be getting reshaped by NVIDIA's AI roadmap and the steady cadence of new GPU platform releases. Since each new generation of AI accelerators needs more HBM capacity, the demand picture is getting clearer for suppliers like $Micron Technology(MU)$  and SKHY. The question isn't just about memory pricing cycles anymore. It's more about whether AI infrastructure growth can keep pulling supply forward.

$NVIDIA(NVDA)$ $NEBIUS(NBIS)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Roundhill Memory ETF(DRAM)$ Bloomberg is reporting that Nebius is set to sell $1 billion in AI capacity to Reflection.

$Palantir Technologies Inc.(PLTR)$  The bear thesis has become pretty much irrelevant at this point. The company is on track to hit a Rule of 40 score of 175 with this upcoming earnings report.

$Palantir Technologies Inc.(PLTR)$ Palantir is at a $300B market cap and moving toward $400B. AIP is becoming the real enterprise operating system. Their commercial revenue now rivals government revenue. Bootcamps are driving rapid deal closures. Western defense lock-in looks permanent, and their patents plus cell-level security build a deep moat. Can they hit $400B? Given the growth and margins, it seems possible if AI spending holds.

$Zeta Global Holdings Corp.(ZETA)$ It's quietly building an impressive AI ecosystem with multiple initiatives and strong execution. Enterprise demand is growing, and the valuation still looks reasonable compared to many other AI names. It's worth keeping on the radar. $Palantir Technologies Inc.(PLTR)$  $Snowflake(SNOW)$ 

$Ocugen(OCGN)$ 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