To The Moon

$Rezolve AI(RZLV)$ Back around 2021, someone I knew kept talking up $Palantir Technologies Inc.(PLTR)$  and where it could go. They eventually got impatient and sold not long after for a small loss. The conviction was right, but the patience wasn't there. All they really had to do was sit back and wait. I don't plan on making that same mistake with RZLV.

$Lumentum(LITE)$ A lot of laser use tied to AI growth. Super bullish.

There's been a notable amount of flow going into $Palantir Technologies Inc.(PLTR)$  Dec 2027 $190 calls, and price is consolidating just above the weekly breakout level. Worth watching.

$Lumentum(LITE)$ AI infrastructure buildouts are leaning heavily on patented products and technologies from Lumentum Holdings (NASDAQ: LITE). As AI data centers move from traditional copper wiring to high-speed optical networks to remove bandwidth chokepoints, Lumentum's IP portfolio of over 1,000 patents has made it a key foundational layer for AI clusters.

$Lumentum(LITE)$  I'm still long, but I'll likely start trimming around 1050-1090 and setting stops near 980. Operating margins and revenue compounding still support the growth trajectory through 2029 for now. That said, a lot of growth is already priced in. If margins shift, I'd expect a sharp repricing. Momentum still leans bullish.

$Palantir Technologies Inc.(PLTR)$ If you care about your money, then PLTR is worth owning. If not, that's your call. Dr. Karp delivers. He wants to win.

$Lumentum(LITE)$ The weekly chart shows a nice base forming. The daily action looks a lot choppier. $1000 is the level to watch.

$Palantir Technologies Inc.(PLTR)$ PLTR is down on low volume, which suggests investors aren't ready to sell. It seems like they expect it to move up around the Q3 earnings release on November 2nd. Anyone else seeing it that way?

$Lumentum(LITE)$ Bullish on Lumentum Holdings (LITE). 8 of 9 signal cells are pointing positive, with an average conviction score of 3.88/5 across the matrix. The fundamentals are accelerating. Revenue surged 109% to $1B on durable AI transceiver demand, and 9 of the top 10 institutional holders expanded their positions. The technical structure is still firmly in an uptrend, with price holding above both short- and long-term moving averages after a 124.5% YTD run. I would change my view if AI optical transceiver demand weakens, guidance for FY27 slips, or price breaks below major moving average support.

$NEBIUS(NBIS)$ Management stays quiet. Karp will battle Burry in public all day. That is the kind of aggressive leader you need to pressure the shorts. $Palantir Technologies Inc.(PLTR)$