$Palantir Technologies Inc.(PLTR)$ PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.
$Advanced Micro Devices(AMD)$ The impulse rally from the Sept 03, 2026 low is pushing toward the 553–580 zone before profit-taking and the next pullback can play out. The latest take keeps the bullish path in focus while leaving selling off the table.
$Palantir Technologies Inc.(PLTR)$ Where are the bulls? I miss the hopeful banter about this overpriced tech that keeps popping. I hope it makes a run soon. I'll be buying more PLTZ. I love this stock. Cheers.
$Advanced Micro Devices(AMD)$ AMD is absolutely ripping. Up 6.5% to around $509 while the broader market is red. S&P 500 and Nasdaq are both around -0.5%, oil is pushing toward $100, yields are elevated, and the broader market is under pressure. Yet AMD is showing massive relative strength on a strong day for semiconductors. This is exactly the kind of price action you want to see from a high-conviction holding. Still my largest position. Still extremely bullish.
$Palantir Technologies Inc.(PLTR)$ The interesting part is that Thiel laid out the playbook for PLTR in Zero to One, but it seems like nobody reads anymore.
$Palantir Technologies Inc.(PLTR)$ This week should be a blockbuster. There's a lot of very positive sentiment coming out of Karp's interviews during the G7, and word is the Bootcamps are overflowing with new customers. Karp is a true genius of a CEO with an AI growth vision that is the envy of many. Palantir's trajectory to be the #1 AI company on the planet is right on course. It's where Amazon was 20 years ago, revving the engines and just getting started.
$Advanced Micro Devices(AMD)$ is still in a long-term bullish trend, but the stock is consolidating after its substantial advance. Short-term momentum has cooled, with RSI near neutral and price moving around the short-term averages. Key support sits at $460–$470, while $510–$525 is the critical breakout area. Holding above support keeps the bullish structure intact. A breakout above $525 could open the way toward $550–$575.
$Advanced Micro Devices(AMD)$ Do people really think crying about chasing gambles, impatience, and unrealistic timelines will fix their pain? If you can't be patient and diligent, AMD will eat you alive. Not AMD per se, but the market maker will take all your little lunch money.
$SUPER MICRO COMPUTER INC(SMCI)$ HPE just handed the market yet another confirmation that the AI infrastructure buildout is picking up speed, coming right on the heels of Dell. HPE's quarter: - Revenue hit $12.2B, up 34% YoY - Server revenue reached $6.8B, up 35% - Data-center networking jumped 112% - Cloud & AI revenue came in at $9B, up 25% - They raised the FY26 growth outlook to 34–37% - October-quarter revenue guidance of $13.9–$14.8B blew past the $13B consensus The takeaway here is pretty clear: AI infrastructure spending is not slowing down. Dell confirmed it. HPE confirmed it. And SMCI sits right in the middle of the hyperscale AI buildout that both of these companies are scrambling to capture. The piece tries to paint hyperscale