To The Moon

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Is the trade desk an opportunity or a trap? Let’s start with a quick look at the numbers first. The Numbers Revenue: $739M, +17.7% YoY growth. Non-GAAP EPS: $0.45 per diluted share, beating the consensus by $0.01 Adjusted EBITDA: $317M, which means an EBITDA margin of 43%. Guidance (Q4 2025) Revenue “at least” $840M, or about 18.5% better than the consensus of $830.9M. Now, I saw quite a few reactions of Multis (and other people) who were disappointed by the lackluster 17.7% growth. I understand that. It could even be the reason for the big recent drop, next to the Amazon competition (more about that later). It doesn’t look great. Last year in Q3, there was 27.32% growth. Now just 17.74%. But political spending plays an important role. If you look at the numbers ex-political spend, yo

$Tesla Motors(TSLA)$ rebounded back. Let's see if it can test the 400 dollars range again. 

$Palantir Technologies Inc.(PLTR)$ still holding on

$Palantir Technologies Inc.(PLTR)$ still holding strong 

$NVIDIA(NVDA)$ not too bad

$Advanced Micro Devices(AMD)$ good trade. Been accumulating since last year

$Palantir Technologies Inc.(PLTR)$ been a long time coming. Hoping it can break past 200.

$Tesla Motors(TSLA)$ definitely one of my core convictions. Excited for the incoming I robot event. But that being said, expect for the stock to drop like a rock during the event. 

Please go and watch 2024 cnbc interview with Alex karp about shorts. He said he loves burning the short sellers. Like almost nothing makes a human happier than taking the lines of cocaine and away from these short sellers who are going short on a truly great American company. They just love pulling down great American company so that they can go and pay for their coke and the best thing that can happen to them is they will provide and lead their coke dealers to their home after they can't pay their bills. Do your thing and palantir will do theirs. History will repeat itself.