To The Moon

Not all AI trades are telling the same story. $PLTR just delivered another blockbuster quarter, $ORCL continues to reward investors who bought the recent shakeout, while semiconductor stocks are finally bouncing after a sharp correction. The question now isn't whether AI is strong—it's whether chip stocks have actually found a bottom. 1. $Palantir Technologies Inc.(PLTR)$ — Another Quarter, Another Beat $PLTR once again crushed expectations. U.S. commercial revenue surged 150% year over year, highlighting that enterprise AI adoption is still accelerating. The market responded immediately, sending shares up more than 12% after hours. Palantir continues to prove it's one of the strongest execution stories in AI software. 2.

Markets are entering a pivotal phase where conviction matters more than momentum. Some stocks are offering deep-value opportunities after brutal declines, while others are approaching technical levels that could determine whether the next move is a breakout or another pullback. This week's focus is on $EOSE, $QQQ, and $NVDA—three very different setups, but all approaching key decision points that could shape the remainder of the year. 1. $Eos Energy Enterprises Inc.(EOSE)$ — Sentiment Hits Bottom as Long-Term Value Emerges After losing roughly 80% of its value over the past year, $EOSE has become a classic example of how investor sentiment often reaches its lowest point near deep-discount valuations. For long-term investors willing to tolerate vol

Not every rally is created equal. Some stocks are simply bouncing. Others are rebuilding toward new highs. This week's focus is on $META, $CRWV, and $NBIS—three names that continue to hold their bullish market structure despite recent volatility. While each is approaching an important technical inflection point, the broader trend remains constructive. Meanwhile, $HIMS has already rewarded buyers after entering a smart-money accumulation zone, reinforcing the importance of waiting for high-probability setups rather than chasing momentum. 1. $Meta Platforms, Inc.(META)$ $META filled the gap from earnings and structure never broke Still very bullish on this name 2. $CoreWeave, Inc.(CRWV)$ fter flushing our r

Wall Street Is Squeezing Both Sides — Every Bull and Bear That Discloses a Position Gets Crushed After taking down bullish trader Leopold last week, the market opened on Monday with a short squeeze that caught bears off guard. Following Leopold's announcement that he was liquidating his fund, well-known short seller Burry declared on July 30 that he was continuing to short Micron and NVDA — adding to his Micron short at 880 and his SOXX short at 506. Then Monday brought a massive rally, effectively putting the shorts back on the fire. Both bulls and bears got burned, but SPY came out on top again. This aligns with our analysis from last Friday — SPY's rise is a political mandate. $Microsoft(MSFT)$ Where does the funding for SPY's political mandate

Noteworthy Points 1. AMD and SPCX Report Earnings After the Close on 8/4 (Tuesday) Given that both ARM and INTC delivered earnings beats, AMD, as the leading competitor in the same space, is unlikely to post numbers inferior to those two. Furthermore, AMD's post-earnings price movement will likely have a knock-on effect on ARM and INTC (sector-linked co-movement). 2. SPCX: High Growth Potential, But Two Near-Term Wildcards While SPCX possesses extremely high growth potential, two factors warrant attention: On 8/6 (two trading days after earnings), $116 billion in locked-up shares will become eligible for sale — the potential selling pressure should not be overlooked; On 8/3, Elon Musk echoed a follower's view on X that "this is a once-in-a-lifetime buying opportunity" — a bullish sentiment