To The Moon

$Palantir Technologies Inc.(PLTR)$ Palantir is down after hours because Microsoft's earnings forecast wasn't spectacular. MSFT & PLTR are collaborating on AI, MSFT doesn't own PLTR so there's zero reason we should be down in sympathy. Same with today, we were down because SMCI has accounting issues & their accounting firm Ernst & Young resigned. PLTR beats earning on Monday. Very Bullish.

$Meta Platforms, Inc.(META)$ Tomorrow in my view Mark Zuckerberg may have set the company up for another repeat of the most bang for the buck, meaning another $70+ pop may be the goal, whereby we open on Thursday between $670 - $675+. I am of the view the race is definitely on between the Mag 7 and tomorrow Microsoft and Meta will compete on forward guidance and the AI is now beholden to what each will bring to the markets. Tomorrow continue program will set the stage for NVDA earnings date when they report next month investors getting the additional confirmation and a window for newer highs into the new year.My target price for Meta within the next 48 hours is $670 - $675+...

$Advanced Micro Devices(AMD)$ Don't be confused. This was an excellent report. It was only in Q1 call that analysts were clamoring to know if the AI "run rate" would be as high as 1B by the end of the year. Now we find out only in Q3 it is already within 17% of TWO BILLION. Btw, after hours volume was microscopic. Anything under $227 is a gift.

$MicroStrategy(MSTR)$ Several factors are hindering Bitcoin from surpassing and sustaining the $70,000 mark, such as worldwide economic instability, worries about increased mining sell-off and diminished hashrate profitability, the possible impact of U.S. election results on regulatory measures, and substantial Bitcoin holdings on trading platforms.

$ARM Holdings Ltd(ARM)$ A PE of 100 for a large cap chipmaker? That is pretty high even if it is well run and has a bright future. The market is awarding small cap valuations to much more mature large cap stocks. This is a sign of an overvalued market.

$NVIDIA Corp(NVDA)$ Does anyone think that NVDA can average 36% CAGR over the next ten years. I know I do. Well if it does then that means over the next ten years NVDA will double 5 times. So take the amount of your NVDA holdings and double that 5 times. That’s what you might be looking at.

$Tesla Motors(TSLA)$ +3-5% dead cat bounce even so, TSLA is woefully under valued Since all the other mag 7 are Trillion Dollar (hype) valuations and TSLA is the solitary one to last 20 years further into the 21st Century Simply because the greatest winner of AI 11 sector integration is yet to be born.

$NIO Inc.(NIO)$ One more helpful tidbit from Tesla's ER that should apply to Nio as well:"Tesla reported the cost of goods sold per vehicle hit a historic low of $35,100. That was another big contributor to the gross margin and earnings beats."If the cost of goods is going down for Tesla, it's almost certainly going down for Nio. I think Nio could come close to a 15% vehicle margin in Q3 (up from 12.2% in Q2). Given the rapid increase in how many vehicles Nio is delivering, the combination of the rapid growth in revenue combined with rapid margin improvement could well send Nio's stock soaring after the company reports earnings and probably also in the lead-up to earnings.Great news for Nio on all fronts!

$Tesla Motors(TSLA)$ If Tesla can produce and sell 3x of the lower cost model, without canibalizing their other models, it will be a positive for profits. With the state of levered free cash flows, they’ll have to sell bonds. With the long end of the curve going ballistic, the corporate cost of capital will most likely eat additional profits from the venture for years to come. Revenue won’t help SP without profits, so proverbially, this company is stuck between a rock and a hard place

$MicroStrategy(MSTR)$ Short volume is immensely depressed, call volume has tripled…S&P rebalancing in December would likely add MSTR; speculation of this would likely increase institutional buyers. Earnings could give information on BTC strategy, which would give a boost from current prices. This price point in reality is low with the amount of shares outstanding and what an addition to the Nasdaq will do coupled with institutional buying.