Shyon
08-04 10:35
I'm holding my $Palantir Technologies Inc.(PLTR)$ shares through earnings and have no intention of selling. I've been a diamond-hand investor because I believe the company is still in the early stages of a much bigger AI growth story. While expectations are high, Palantir has consistently delivered, and I'm looking forward to another strong earnings report.

For me, the key isn't just beating estimates. I'll be watching guidance, customer growth, and whether AI adoption continues driving larger commercial contracts and stronger cash flow. If management delivers another quarter of solid execution, my long-term conviction will only grow stronger.

As for AMD, I also expect a good quarter, but market expectations are extremely high. In today's market, guidance matters more than the headline numbers. I'm staying bullish on both companies over the long term and letting fundamentals—not short-term volatility—guide my decisions.

@AI_FocusedTrader @TigerStars @Tiger_comments @TigerClub

AMD Surges 13% — Is a $600 Price Target Now Being Seriously Modeled?
AMD jumped 13.00% on Thursday, leading large-cap peers in the AI sector's V-shaped rebound as sell-side analysts issued strong conviction calls and began laying out credible paths to a $600 price target. The bear case remains equally clear: that valuation requires simultaneous delivery on data center market share and margin expansion. The prior day's Core Scientific deal and Synopsys design partnership continue to resonate. With the stock running ahead of fundamentals, how much time does AMD have to deliver?
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