Hard to believe that after all the bubble talk, Anthropic has burned less than $10B since inception, is already comfortably FCF positive to the tune of billions in 2026, and will likely be on a pace close to $100B in ARR by Dec 2026. I've said this plenty of times before. Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today. Where are the AI bears now? What's the latest negative take on Anthropic's financials? $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$ 

$SpaceX(SPCX)$  will buy up $Tesla Motors(TSLA)$ , and in my view the stock should reach $300 in the near future. That would be roughly double from current levels.

$NVIDIA(NVDA)$  The Musk and Jensen exclusive partnership is something special. I think it extends well beyond AI for many years to come, into robotics.

$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue. There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype. If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$ 

$Invesco QQQ(QQQ)$ $Tesla Motors(TSLA)$ I see an HL double bottom on the 4hr, just saying.

$BigBear.ai Holdings(BBAI)$ BBAI feels like the $Palantir Technologies Inc.(PLTR)$  of peace, security, and orderly lines. It seems like it should be the gatekeeper here. BBAI as the gatekeeper in general, at least when Sunner runs the rollout through his Ghostbuster tracking model. Planter is almost always Rick Moranis. We are always the lady.

$Palantir Technologies Inc.(PLTR)$ A new winning partnership with Knox, and the AI partnership inroads keep getting bigger and stronger by the week. $250 is right around the corner after the Nov. 2nd earnings.

$Tesla Motors(TSLA)$  I think a 10% move to the upside was what the whole world was talking about with that event.

$Palantir Technologies Inc.(PLTR)$ Don't kill the messenger, but the chart is screaming 125 before EOY. Gap fill, Fibonacci, and the weekly trend line all point to that level.

$Palantir Technologies Inc.(PLTR)$ Seeing that 200+ on the board sure is sweet. Now we wait and relax for 350.

$Tesla Motors(TSLA)$ Selling has stopped. I think it is time for the bulls for a while.

$Palantir Technologies Inc.(PLTR)$  PLTR is green after the bears failed to take it down all week.

Elon just said it again: “Tesla self-driving feels like magic.” Paul Graham’s Model 3 FSD experience is going viral too. No controls touched, driveway to parking spot. The unsupervised era keeps getting closer. $Tesla Motors(TSLA)$ 

$Palantir Technologies Inc.(PLTR)$ No gain today, but it has now closed above last December's all-time high for two straight days. Even the best stocks need time to absorb profit-taking and work through corrections. As long as the long-term trend stays up, that's really all that matters. Nothing to complain about here.

$Palantir Technologies Inc.(PLTR)$ The Fed just said no rate hike. SPY could push toward 780, and there may be more fireworks ahead.

$GameStop(GME)$ I sold 44 shares of $Tesla Motors(TSLA)$  from my 401k and moved that money into GameStop, adding to my existing position there.

$NVIDIA(NVDA)$ Cramer is out there saying Nvidia is losing its shine. That kind of take usually makes me think it's a good time to buy.

$Palantir Technologies Inc.(PLTR)$  Institutional upgrades could easily push this toward the 215–218 level, especially with shorts getting decimated. Even after the run up, I don't think we've seen the full move yet.

8 winning trades in a row, +83.6% profit booked from those 8 trades in the past 3 days alone. Hard not to like this market when there are 1,000% movers in literally hours. $WF Holding Ltd.(WFF)$  Never seen $NVIDIA(NVDA)$ , $Micron Technology(MU)$ , or $SanDisk Corp.(SNDK)$  do that.

$NVIDIA(NVDA)$  NVDA has plenty of buyers behind it, so there isn't much to worry about here.