To The Moon

$Western Digital(WDC)$ $Western Digital Corp.(WDC) Surges +11.16%: Storage Giant Reclaims $650, Momentum Revives 🚀 Latest Close Data: 📅 WDC rocketed to $651.88 on June 30, 2026, surging +11.16% (+$65.43). It's now 18.5% below its 52-week high of $799.87. Core Market Drivers: 💡 The stock's surge aligns with the broader "AI infrastructure" rally, where legacy hardware firms like WDC benefit from the massive demand for data storage. Positive sentiment is fueled by the outperformance of the "Seven Knights" (including peers like Micron and Dell) in the AI build-out phase. Technical Analysis: 📊 Volume was solid at 11.27M shares. The RSI(6) at 52.24 is neutral, moving out of oversold territory, indicating a shift in momentum. However, the MACD remains bea

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Back in December I wrote about the fight to become the front door to the systems of record. In that post I wrote about distribution, who sits between the user and the data (and why sitting there is strategic). This post is an expansion of that post (and the 1 or 2 I wrote after about similar topics). What really should AI companies be racing towards? If systems of record won in the SaaS era (ie they had the durable moats), what’s the equivalent in the AI era? Of course the answer is still partially “the system of record”, where maybe you swap out “record” with something like “agents” or “work".” But let’s come up with something new :) Let’s start by looking at the SaaS era, and what qualities created durable successful companies. In SaaS, one main goal just about every company aspired towa

Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

Short-sighted sellers are dumping $Ondas Holdings Inc.(ONDS)$ right now because of the near-term operating expense hump from integrating their recent wave of acquisitions (Mistral, World View, Sentrycs). Yes, Q1 expenses spiked to $67M, but focusing strictly on trailing net losses completely misses the exponential top-line velocity. Management just locked down over $30M in new orders in May alone, pushing Q2-to-date order flow past an incredible $110M. More importantly, because of this massive commercial traction, they officially raised FY2026 revenue guidance to at least $390M and pulled forward their projected adjusted EBITDA profitability timeline by a full six months to Q1 2027. This temporary pullback is giving patient capital an incredible e

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$ServiceNow(NOW)$ ServiceNow ($NOW) has been one of the software stocks I continue to accumulate through dollar-cost averaging, even as the broader software sector experiences periodic pullbacks. While market sentiment has shifted away from high-multiple technology names in recent months, I view the current weakness less as a threat and more as an opportunity to gradually build a position in a high-quality business. The reason is simple: ServiceNow remains one of the most important enterprise software platforms in the world. What started as an IT workflow solution has evolved into a mission-critical operating system for large organizations, helping companies automate processes across IT, HR, customer service, security, and operations. Once emb

$SpaceX(SPCX)$ shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BlackSky Technology Inc.(BKSY)$ ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $Spire Global Inc.(SPIR)$ ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $Archer Aviation Inc.(ACHR)$ ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $Satellogic(SATL)$ ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data.