To The Moon

$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ im buying today instead of waiting. Going on a trip to Japan this Friday. Not planning to look at the charts daily. Just following any news on pltr.  Investing requires homework and I am looking out for bad news. No bad news means let the investment moon!

$Alphabet(GOOG)$ $Alphabet(GOOG)$ rotating msft and meta funds into goog. I am using the index components and rebalancing accordingly.  Apple, Microsoft and meta have failed to perform. 

$PLTR 20260605 136.0 PUT$ $PLTR 20260605 136.0 PUT$ closed to buy right away

$Microsoft(MSFT)$ $Microsoft(MSFT)$ held for two years plus and didn't move much. Rotating this fund to another counter

$Meta Platforms, Inc.(META)$ $Meta Platforms, Inc.(META)$ meta is not profiting yet. Rotating my fund out of this counter. May be into goog

$PLTR 20260605 136.0 PUT$ I buying 100 shares in one month time. If I didn't get this allocation, I will buy on that day. 

Demo acc doubles easily. If only my actual account has this amount!  Any wealthy individual wants to donate some real money to me? 😉 

Here's a comprehensive, bullish counter-article based on the title "Hyperscaler Earnings 'Fraud'? Reality Check: AI Investments Are Paying Off Now". It directly tackles Michael Burry's accusation of "earnings fraud" via extended depreciation on AI GPUs/servers (estimating ~$176 billion understated depreciation from 2026–2028, potentially overstating Meta earnings by ~21% and Oracle by ~27%), while shifting focus to tangible 2025–early 2026 evidence of accelerating cloud/AI revenue, backlog growth, monetization, and productivity signals from hyperscalers as of April 2026.Hyperscaler Earnings "Fraud"? Reality Check: AI Investments Are Paying Off NowMichael Burry has aggressively labeled hyperscaler accounting practices as one of the "most common forms of fraud in the modern era." His core cl

Here's a comprehensive, bullish counter-article based on the title "Burry Sees Bubble, Bulls See Breakthrough: Palantir's Platform Edge Proves Him Wrong". It directly counters Michael Burry's ongoing 2026 bearish thesis on Palantir (PLTR)—including his repeated claims that the stock is worth "well under $50" (as low as $46 in some scenarios), his critiques of the platform as consultant-heavy and vulnerable to "Anthropic Displacement" or agile generative AI competitors, and his view of PLTR as wildly overvalued amid AI hype—while highlighting the Artificial Intelligence Platform (AIP)'s unique ontology-driven edge, accelerating enterprise adoption, sticky high-margin economics, and measurable breakthrough in operationalizing AI at scale as of mid-April 2026.Burry Sees Bubble, Bulls See Brea

Here's a comprehensive, bullish counter-article based on the title "Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't Touch". It directly addresses Burry's concerns about hyperscaler capex sustainability (~$700B projected for the big four in 2026), potential cash flow strain, ROI delays, and accounting issues, while pivoting to the durable competitive advantages (moats) of leaders like Nvidia (CUDA ecosystem, full-stack infrastructure) and Palantir (ontology-driven AIP platform, sovereign AI partnerships) that protect their positions and enable long-term value creation beyond near-term spending pressures.Capex Strain? Think Long-Term Moats: The AI Winners Burry's Shorts Can't TouchMichael Burry's bearish stance on AI has zeroed in on the massive capital expenditure s