To The Moon

While it's quiet I wanted to get a little discussion topic in like this. Watching people panic over markets lately honestly reminds me a lot of recovery and rebuilding life. A couple years ago I was destroying my life through addiction. Now I’m training for the Melbourne Marathon, rebuilding my future, and learning that discipline matters more than motivation ever will. A couple years ago I was destroying my life through addiction. Alcohol, bad decisions, zero discipline, constantly escaping reality instead of facing it. I had no consistency, no direction, and honestly no belief in myself anymore. Now I’m training for the Melbourne Marathon. Not because I think running magically fixes life but because it taught me something that applies to investing, business, and life in general: Small de

PLTR is one of those stocks people love at ATHs and hate during pullbacks. If you believed in the AI/government narrative at $40+, you should probably still like it lower. I’d rather average in slowly than try pick the exact bottom.

$Palantir Technologies Inc.(PLTR)$ yes we can do this

$Palantir Technologies Inc.(PLTR)$  bullish in the long run for Palantir. Great business and Outlook and products. Considering averaging upwards given the recent correction. #longPLTR

$Palantir Technologies Inc.(PLTR)$   PLTR is one of those names where people always end up in two camps. One side sees a premium company with strong execution, sticky demand, and a long runway. The other side sees a great story that still needs a better entry. That’s what makes it interesting here. If the broader market stays strong, I can see the case for buying quality even when it doesn’t look cheap on the surface. But if sentiment cools at all, names like this can test people’s patience fast. I’m not questioning the business. I’m questioning where the right risk/reward entry actually is. Would you be buying PLTR here, or waiting for a proper reset first? Bullish but not all that way! 

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co

Wall Street pushed to fresh record highs Wednesday as investors piled back into technology stocks, even as inflation data delivered another warning sign for the economy. The Nasdaq Composite surged 1.2%, while the S&P 500 climbed 0.6%, with both indexes closing at new all-time highs. The Dow Jones Industrial Average slipped 0.1%, weighed down by weakness outside the tech sector. At the same time, Kevin Warsh officially cleared his final confirmation hurdle to become the next Chair of the Federal Reserve, marking a major transition for U.S. monetary policy. Tech Stocks Continue to Lead the Market Rally Artificial intelligence enthusiasm once again fueled gains across the technology sector. $NVIDIA(NVDA)$ Investors largely ignored concerns about

For period 6 to 13 May 2026: The biggest gainer among DLCs this week was $Kuaisho 5xLongSG280316(PONW.SI)$ driven largely by $KUAISHOU-W(01024)$’s more than 11% gain over the last week on news of the potential spinoff of its popular AI arm, Kling AI. $Micron 3xLongSG280913(44BW.SI)$ was also a top gainer, rising 62% over the week as $Micron Technology(MU)$ outperformed in a larger semiconductor and memory chip stocks rally over the past week. 📊 Top 5 Performers (3 Stocks + 2 Indices) Kuaishou 5x Long (PONW) gained 74% Micron 3x Long (44BW) gained 62% JD 5x Long (EUZW) gained 53% Nasdaq 7x Long (MFVW) gained 18% HSTE

$PLTR daily touched the lower Bollinger band. If your question is "now what", I have the same question. I'm tired of the chop too. The longer it chops in this range and not break down below 120s-130s, the better it is for the stock to not break down and resume the bull trend.

1 year ago, Trump bought $Intel(INTC)$ at $20 and now its going to $200+ by year end. INTC was losing $1 billion per quarter, but now they partnered with $Apple(AAPL)$ Here's Trumps 12 favorite stocks to buy: 1. $Dell Technologies Inc.(DELL)$ — Buy Zone: $180–$200 AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion. 2. $Cisco(CSCO)$ — Buy Zone: $75–$80 Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance. 3. $Nokia Oyj(NOK)$ — Buy Zone

1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program "to accelerate advanced air mobility deployment in the US" Joe Lonsdale (

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

$Palantir Technologies Inc.(PLTR)$  Totally oversold after a massive earnings beat, with many institutional price targets above 200 dollars. Looks like consolidation is finished here. I suspect it will bounce up from this level. There's too much support here, it's time for a move higher.

$Palantir Technologies Inc.(PLTR)$ Once PLTR hits $160 for a breakout test, it's headed back to $200.

Shorts have been trying to crash $Palantir Technologies Inc.(PLTR)$  for months, but we're still holding on. There are too many big holders with $200+ targets for it to fail. I suspect a major up day this week with options expiring.

$Palantir Technologies Inc.(PLTR)$   is a golden buy in opportunity!

$Palantir Technologies Inc.(PLTR)$  looks to me a shakeout! The post-earnings price action for Palantir (PLTR) is a classic "sell-the-news" event that leans more toward a technical shakeout than a fundamental trap.  Despite reporting a "blockbuster" Q1 2026 on May 4th—with revenue up 85% and U.S. commercial growth exploding 133%—the stock dropped nearly 7% the following day. Here is the breakdown of why this is happening and how to read the tape.  Why the "Drip" Despite the Beat? 1. Valuation Gravity: PLTR entered earnings trading at a nosebleed forward P/E of ~150x. When a stock is priced for perfection, even a "beat and raise" can trigger selling if the market feels the future growth is already fully baked into the current price.&

$Palantir Technologies Inc.(PLTR)$ 's rich valuations resulted in the baking in of forward expectations. Any beats today would not result in mooning the stock price further as it's just a validation of previous consensus. However it would be punished if the execution is not flawless.

$Palantir Technologies Inc.(PLTR)$  holding on with my dear life

$Palantir Technologies Inc.(PLTR)$  DCA! HOLD!!!

While it's quiet I wanted to get a little discussion topic in like this. Watching people panic over markets lately honestly reminds me a lot of recovery and rebuilding life. A couple years ago I was destroying my life through addiction. Now I’m training for the Melbourne Marathon, rebuilding my future, and learning that discipline matters more than motivation ever will. A couple years ago I was destroying my life through addiction. Alcohol, bad decisions, zero discipline, constantly escaping reality instead of facing it. I had no consistency, no direction, and honestly no belief in myself anymore. Now I’m training for the Melbourne Marathon. Not because I think running magically fixes life but because it taught me something that applies to investing, business, and life in general: Small de

PLTR is one of those stocks people love at ATHs and hate during pullbacks. If you believed in the AI/government narrative at $40+, you should probably still like it lower. I’d rather average in slowly than try pick the exact bottom.

$Palantir Technologies Inc.(PLTR)$ yes we can do this

Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co

Wall Street pushed to fresh record highs Wednesday as investors piled back into technology stocks, even as inflation data delivered another warning sign for the economy. The Nasdaq Composite surged 1.2%, while the S&P 500 climbed 0.6%, with both indexes closing at new all-time highs. The Dow Jones Industrial Average slipped 0.1%, weighed down by weakness outside the tech sector. At the same time, Kevin Warsh officially cleared his final confirmation hurdle to become the next Chair of the Federal Reserve, marking a major transition for U.S. monetary policy. Tech Stocks Continue to Lead the Market Rally Artificial intelligence enthusiasm once again fueled gains across the technology sector. $NVIDIA(NVDA)$ Investors largely ignored concerns about

The Battle for the Future: Palantir vs Twilio 🌟🌟🌟 It is the classic clash between conviction and utility.  Palantir $Palantir Technologies Inc.(PLTR)$  is the soul of AI while $Twilio(TWLO)$  is the quiet architect of AI. Palantir  Investing in Palantir isn't just about a software licence.  It is about a mission.  For loyal investors, Palantir represents the "Operating System" of the modern world - from the front lines of global conflict to the nerve centers of the Fortune 500 companies.  Palantir is a stock that thrives on intensity and a narrative that you either believe in its core or dismiss it as hyp

$Palantir Technologies Inc.(PLTR)$ is scheduled to release its fiscal Q1 2026 earnings on Monday, May 4, 2026, after the market close. The stock is currently in a high-stakes position, trading around $143, which is roughly 30% below its November 2025 peak. Here is an analysis of what to expect and the levers that will likely move the needle. Summary Table: Q1 2026 Expectations Note: Given the high valuation, this is a "perfection is priced in" scenario. Tactical traders often use vertical spreads (like a Bull Put or Bear Call) in these environments to define risk against the high IV (Implied Volatility) crush that typically occurs the morning after the announcement. Palantir’s Q4 2025 earnings, reported on February 2, 2026, were described by manag

The Pulse $Twilio(TWLO)$ While the broader SaaS sector bleeds out in 2026's "SaaSpocalypse," $TWLO just dropped a nuclear earnings report that proves AI agents aren't just hype—they're revenue machines. The stock rocketed +19.19% to a fresh 52-week high of $178.22 after shattering Q1 expectations and raising full-year guidance like a boss. Revenue grew +20% YoY to $1.41B (beating consensus by 5.2%), while organic growth hit +16%—nearly double prior guidance. Wall Street's response? Five major banks just slapped $200 price targets on it overnight. This isn't a dead-cat bounce—it's a paradigm shift for communications platforms monetizing AI workflows. 📊 Key News: The Numbers Don't Lie ✅ Revenue Beat: $1.41B (+20% YoY) vs. consensus $1.34B — 5.2% bea

$Palantir Technologies Inc.(PLTR)$   Palantir’s post-earnings selloff—despite reporting “good” numbers—is not unusual in high-multiple, narrative-driven stocks. What you’re seeing is a mix of valuation mechanics, expectation mismatches, and positioning unwinds rather than a simple “bad earnings” story. ⸻ 1) The core issue: expectations were already priced in Palantir has been one of the most momentum-driven AI names. Leading into earnings, the stock had already priced in: * Strong revenue growth (especially U.S. commercial) * Continued AI platform (AIP) adoption * Margin expansion narrative When a stock trades at a premium multiple (often >20–30x forward sales at peaks), the bar is not “good results”—it’s “e

$Palantir Technologies Inc.(PLTR)$  Just Delivered Its Strongest Post-IPO Quarter ​Revenue up 85% YoY, a massive EPS beat, and full-year guidance raised once again. Yet, the market reaction was entirely lukewarm. ​The issue isn't the fundamentals. It’s that the market has already priced in years of future growth. ​Before the earnings call, the real concern wasn't the top-line numbers—it was the guidance. For a company trading at over 100x earnings, consistently raising full-year forecasts does one thing: it pulls future pressure into the present. The higher the expectations, the smaller the margin for error. If a single quarter isn't flawless, the market will aggressively re-rate the stock. ​Despite this, Palantir chose to hit the accele

1 year ago, Trump bought $Intel(INTC)$ at $20 and now its going to $200+ by year end. INTC was losing $1 billion per quarter, but now they partnered with $Apple(AAPL)$ Here's Trumps 12 favorite stocks to buy: 1. $Dell Technologies Inc.(DELL)$ — Buy Zone: $180–$200 AI server demand exploding. Dell powers enterprise AI infrastructure, government compute, and sovereign cloud expansion. 2. $Cisco(CSCO)$ — Buy Zone: $75–$80 Critical networking backbone for AI data centers, cybersecurity, government infrastructure, and enterprise communications dominance. 3. $Nokia Oyj(NOK)$ — Buy Zone

Hello everyone! Today i want to share some trading ideas with you! 1 $AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem. 2 The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nucl

$Palantir Technologies Inc.(PLTR)$   Palantir (PLTR) Deemed A Buy By June 2026 Palantir Has A Real Moat I would argue that, at least for now, Palantir is one of the few companies in the AI space with a real moat. The market right now is chasing the hardware layer, semiconductors, but this market is clearly becoming saturated. First, it was just Nvidia (NVDA), but now Advanced Micro Devices (AMD) Intel (INTC) and even the hyperscalers like Alphabet (GOOG)(GOOGL) are making their own chips. The neoclouds are also being bid up, but again, this is becoming increasingly competitive. Even a shoemaker like Allbirds (BIRD) is joining in on the fun. Yes, there are bottlenecks, and demand is outbidding supply. But I’d ar

For period 6 to 13 May 2026: The biggest gainer among DLCs this week was $Kuaisho 5xLongSG280316(PONW.SI)$ driven largely by $KUAISHOU-W(01024)$’s more than 11% gain over the last week on news of the potential spinoff of its popular AI arm, Kling AI. $Micron 3xLongSG280913(44BW.SI)$ was also a top gainer, rising 62% over the week as $Micron Technology(MU)$ outperformed in a larger semiconductor and memory chip stocks rally over the past week. 📊 Top 5 Performers (3 Stocks + 2 Indices) Kuaishou 5x Long (PONW) gained 74% Micron 3x Long (44BW) gained 62% JD 5x Long (EUZW) gained 53% Nasdaq 7x Long (MFVW) gained 18% HSTE

1. $NEBIUS(NBIS)$ - >$40B in ai infra contracts with $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ - $2B strategic investment from $NVIDIA(NVDA)$ - jensen literally framed partnership around “agentic ai demand explosion" - ~25% stake in ClickHouse ($15B valuation = ~$4B embedded value) - gpus + POWER - chart strong NBIS @ $154. 2. $Joby Aviation, Inc.(JOBY)$ - new $250M investment from toyota - dubai launch soon (huge catalyst) - unusual weekly volume + chart perky - good earnings - DoT/FAA new program "to accelerate advanced air mobility deployment in the US" Joe Lonsdale (

Palantir Dives 7% on ServiceNow’s Bloodbath — Is the SaaS Rally Officially Dead? A brutal reality check just hit the software sector. ServiceNow (NOW) cratered 20% on shockingly weak guidance, sending violent shockwaves through the market and dragging Palantir (PLTR) down 7% in sympathy. The narrative has shifted overnight: the relief we saw in tech over the past week is evaporating. As Morgan Stanley’s trading desk recently highlighted, the 8-day SaaS rally was driven heavily by tactical short-covering, not fundamental buying. With the shorts done covering and NOW sounding the alarm on enterprise spending, the market is suddenly asking: is this a healthy reset, or the start of a much darker tech drawdown? 1️⃣ The ServiceNow Contagion: IT Budgets Under Fire ServiceNow is widely considered

$Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $UiPath(PATH)$ $AppLovin Corporation(APP)$ Palantir just took a brutal 7.30% plunge to $130.49, extending its two-day bloodbath with over 13% wiped off in 48 hours as Michael Burry's sharp thesis on Anthropic eroding competitive edge continues to hammer sentiment and drive heavy capital outflows. 😤 Fears over deteriorating AI government contract competition show zero signs of easing, with $130 now acting as the make-or-break round-number support level that bulls must defend to avoid deeper pai

$Palantir Technologies Inc.(PLTR)$ ’s recent 4.6% gain (closing at $152.62 on April 22, 2026) followed the announcement of a $300 million contract with the U.S. Department of Agriculture (USDA). This deal is significant not just for its size, but because it signals a deepening of Palantir’s "moat" within civilian government operations. We are holding PLTR for long term so in this article, we are sharing how we might explore playing the Bull Put spread option for PLTR before its next earnings on 04 May 2026. The Government AI Moat: Depth and Impact The USDA contract suggests Palantir’s government moat is evolving from a defense-only niche into a broader "operating system" for the federal government. Civilian Expansion: Historically, Palantir’s stre

Palantir’s Q1 was objectively strong — maybe even spectacular. Revenue +85% YoY EPS beat Raised full-year guidance Government business exploded U.S. commercial still growing triple digits Yet the stock still dropped ~7%. That tells you one thing clearly: the problem is no longer growth — it’s valuation and expectations. Right now, many analysts think PLTR is priced like: - an AI monopoly, - a defense-tech winner, - AND a future operating-system-for-enterprise-AI all at once. The market is basically saying: “Great quarter… but was it great enough for this valuation?” Some estimates put PLTR around: ~78x sales ~200x+ earnings ~34x projected 2027 revenue So can it fall more? Yes — absolutely — if: - AI sentiment weakens, - software multiples compress, - commercial growth slows even slightly,

$Palantir Technologies Inc.(PLTR)$   Based on 2026 earnings data, Palantir's (PLTR) performance has already demonstrated the profitability of its Artificial Intelligence Platform (AIP). Following trends observed in other software companies like Twilio (TWLO), Palantir has used its Q4 2025 and early 2026 reports to prove that AIP drives substantial revenue growth and margin expansion, particularly in its US commercial segment.Here is how Palantir's earnings show AIP profitability as of May 2026:Massive U.S. Commercial Growth: In Q4 2025, U.S. commercial revenue grew 137% year-over-year to approximately \(\$507\) million, a clear indication of high demand and successful monetization of AIP.Surging Profitability: