To The Moon

As the broad market rebounds, multiple stocks hit all time highs this week!

1. $Microsoft(MSFT)$ Hits All-Time High at $475.47, YTD +12.13%

It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”

Despite its massive size, Microsoft continues to expand its operating margin, growing from 44.6% to 45.7%. As one of the first big tech companies to invest in OpenAI, Microsoft rode the 2023 AI wave to a 56% YTD gain that year. It also has its own AI assistant, Copilot, making it one of the largest players in the AI space.

2. $Palantir Technologies Inc.(PLTR)$ Touched $140 Intraday, YTD +80.34%

So far in 2025, Palantir has signed multiple high-profile federal contracts.

In April, it secured a $30 million deal with U.S. Immigration and Customs Enforcement to supply software for visa tracking and deportation. In May, it announced a partnership with Fannie Mae, providing AI tools to help the mortgage agency detect fraud. It also landed a $795 million contract with the Department of Defense’s AI division, building on a $480 million contract from the previous year. This deal runs through 2029.

Wedbush analysts called Palantir “one of the top must-own stocks,” noting its strong positioning to secure more federal contracts in an era focused on government efficiency. Its ties to the Trump administration and the recent contract boom have also made it a “Trump Trade” darling.

However, valuation remains a sore spot. With a trailing P/E of 593x, forward P/E of 250x, and a PEG of 4.32, Palantir looks expensive by any metric.

3. $Oklo Inc.(OKLO)$ Surges +29% to New High of $68.91, YTD +220.44%

Nuclear power startup Oklo jumped nearly 30% after announcing it was selected to deploy its reactor technology at the Eielson Air Force Base in Alaska.

From $17 in early April to $68+ today, Oklo has soared over 300% in just two months.

OpenAI CEO Sam Altman, who serves as Oklo’s chairman, has invested over $300 million into the company. His bet? That Oklo will become the go-to power source for AI-era infrastructure — from data centers to supercomputers and remote industrial sites.

4. $Philip Morris(PM)$ Closes at All-Time High of $183.37, YTD +52.36%

Tobacco stocks were once labeled “sunset industries,” but Philip Morris International (PM) has staged a major comeback, fueled by a shift toward next-gen nicotine products like heated tobacco and oral nicotine pouches.

Though these alternatives still carry health risks, regulators generally view them as less harmful than traditional cigarettes.

PM owns global brands like Marlboro and Chesterfield. While Marlboro cigarettes are still sold internationally, the newer products (IQOS and Zyn) now account for 42% of net revenue.

The company boasts a solid dividend yield of ~4.2%, paying out $5.25 per share, funded by legacy cigarette profits and growing income from reduced-risk products.

5. $MasterCard(MA)$ Hits New High at $594.71, YTD +12.71%

Mastercard, the second-largest global card network after Visa, now spans over 210 countries, connecting 280 million cards and 80 million merchants. Unlike banks, MA doesn’t issue cards or bear credit risk — it earns money via swipe fees and cross-border transaction fees.

In May, Mastercard posted quarterly EPS of $3.73, beating the consensus estimate of $3.57 (a 4.48% surprise). Revenue reached $7.25B, a 14.2% YoY increase.

The strong earnings sent the stock higher, prompting analysts to raise price targets: UBS: $670; Citi: $652; Truist: Initiated with a Buy rating and $640 target.

How do you view these all time high stocks?

Will you chase the rally?

Defense or defensive stocks, what’s your pick?

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