To The Moon

$Palantir Technologies Inc.(PLTR)$ At this point, I regret to say that institutions seem to be in control of the market. Retail investors who were previously holding long positions likely exited their positions about a month ago. Now, it appears that institutions are sweeping in to take advantage of pre-sale orders, acquiring shares at a lower price ahead of earnings reports.

$NVIDIA Corp(NVDA)$ Guys, I spend countless hours and days studying this stock. When I give you a number, don't panic until it is lost. Until then, don't fall for the games. I've spent the last month giving you example after example of how strong NVDA is. They can't tank the market 1 week before the election. Something has to prop the market up, that is NVDA. Also, when NVDA gives their earnings report, the difference between what they report and everyone else is going to be so skewed, it will show you exactly what I was saying since $104! We've been through these moves week after week. See why managing emotions is probably the biggest thing that is causing you to book losses? This is why I only focus on the numbers, the

$Coinbase Global, Inc.(COIN)$ Wow they manipulated that earnings release! Already back to $203 and climbing… $1,000,000,000 Buyback of shares last quarter…Sends the message to wallstreet that they want to hear! Reduce your outstanding shares and take care of you investors! Now we need a dividend!

$PDD Holdings Inc(PDD)$ Nothing happens if the US adds the custom duties of 15%.Temu goods are twice or 3 times chipper than others.

$SUPER MICRO COMPUTER INC(SMCI)$ We see a 50bps big cut, and that improves the future earnings expectations model, right? The lower market rate makes the present value bigger. Mr. SMCI, file your 10-k.

$NVIDIA Corp(NVDA)$ Be careful guys. Very dangerous moment in the markets. Short sellers will pile in now. This is a sell-the-news event. If the markets lift, short sellers will hit hard, especially because of recent intraday reversals.

$Taiwan Semiconductor Manufacturing(TSM)$ Low volume .. moving on .. will be back above 170 in a couple of days heading towards 200. With Japan boost its close than anticipated.

$ARM Holdings Ltd(ARM)$ ARM is priced fairly but IMO it has moved into a strong technical position to play out over the next 30 days or so, so I loaded up at $136.7. I think this will fly starting tomorrow afternoon (Wed. Sept. 18) and then hit $170-$180 before the technical trend ends.

$AST SpaceMobile, Inc.(ASTS)$ Anyone agree with this view (I'm long with covered calls at $25, net cost about $20): the gang that was poised for Launch-and-Exit did exit. The stock held up fine. The institutions will need to see more proof points before moving in--those will come, just not for a while. A wholly different population of investors will arrive soon as the publicity spreads---more of them, longer-hold, more conservative than us. They need a proof point and more opinions. With every tangible achievement, more will come. Yes? No?

$GameStop(GME)$ Bullish reminder that no one here knows anything regarding GME, its plan, the share price movement, or anyone who may or may not invest in GME (like Keith Gill). This includes CNBC. Everyone simply guesses poorly. I just like the stock.