I’ve recently invested in $Palantir Technologies Inc.(PLTR)$ due to its powerful capabilities in data integration and analytics. Data integration is crucial for decision-making in both politics and business, and Palantir has firmly established itself in both of these areas. What sets Palantir apart is its co-founder, Peter Thiel, who has strong ties to the Trump-Musk alliance, a connection that is now gaining traction even among Big Tech moguls. This unique intersection of politics and business gives Palantir a significant competitive edge. I’m optimistic that in this data-driven world, Palantir’s distinct position will drive its long-term growth potential.
$Coinbase Global, Inc.(COIN)$Tooks 150 days from the previous halving until the start of the parabolic rally for BTC last time around. We are now sitting at 140 days after the halving this time around. 10 more days of potential pain or sideways action... but in less than 2 weeks we could potentialy see the light at the end of this brutal consolidation phase. Hold strong.
$SUPER MICRO COMPUTER INC(SMCI)$ It doesn't matter what price it will break, as long as the current fundamental and AI projection hasn't changed, it will come back up. Want to see any update, wait until next earning report, but I doubt short can wait this long.
$AST SpaceMobile, Inc.(ASTS)$ I can tell by how angry and pathetic the bashers are... It is just mind boggling how desperate some of the paid bashers are to attack people for $0.04 a post... So sad and pitiful.. Yet the worse and more frequent they get, the closer we are... Hold For The Gold...
$Amazon.com(AMZN)$My thought at this point is do you sell now and buy back later. I know trying time it is not wise but it feels like this wants to go much lower. Probably test lows from last month. If so why ride it down the whole way.
$UiPath(PATH)$ For earnings tomorrow, the comeback CEO is likely going to try to instill more confidence. He’ll of course talk about incorporating AI in the RPA tech stack. What would be amazing is if he announces something concrete re AI vs generic statements. For eg partnering with AI firms etc. the market is so hyper sensitive that anything short of amazing will push the stock down. But the stock is already pretty depressed and at a great valuation. So any pullback should be short. The fact of the matter is that very few companies exist that have a proven track record of enterprise automation and a fair chance of bringing AI. And of course let’s not forget uipath’s recent investment in the French AI startup to build an automation LLM.
$Dell Technologies Inc.(DELL)$ Will this stock be added to the s&p 500 on sep 6? Dell is currently the largest stock that isn't in the s&p 500. This could go up over 4% on AH sep 6 if the committee decides to add this stock. Apparently there was a rule that was overturned this April which would now allow this stock to get added to the index.
$Brenmiller Energy Ltd(BNRG)$ Be weary of companies that have deals or potential deals with fortune 500 company and fail to give the name so investors can call and verify, Lightly regulated Israeli companies is an additional concern. lalalala
$ulta beauty(ULTA)$ Ulta is shrinking with negativeor flattened gowth trend . The venture to Mexico is a bad move. I would rather focus on Signet that holds the biggest market share in bridle jewellry. It is much cheaper with growing trusted online branding and scale without strong competitor in United State. The small scale jewellry shop can not compete in scale, services and gurantee quality.
$Dell Technologies Inc.(DELL)$ DELL has lost it's 7% gain aftermarket. It will be gone by market open tomorrow. It's end of the month, a long weekend, and core PCE tomorrow is expected to show increase from 2,5% to 2.7%. This signals a chance of 50 point cut to interest rate which is not good.