$Palantir Technologies Inc.(PLTR)$ NOV06 205C, still actionable. Zone: $194.82 to $197.56 Invalidation: close under $189.42 Objectives: $202.63, then $212.94 The math: up 3.3% to the first objective and 8.5% to the second, against 3.5% risk on the invalidation, about 2.4 to 1 to the second. Palantir looks like a strong name that ran to a record high earlier this month and then pulled back while everyone waited for the next report card. Palantir reports on November 2 after the close. It fell 2.7 percent to 196.19 dollars but still held above the 194.54 dollar low, well above the 189.42 dollar low from earlier this week. That is a swing run into a catalyst. Buyers have a clear floor to lean on, and the road back first runs through the high from

$Advanced Micro Devices(AMD)$ The short squeeze here could end up being eye-popping.

$Advanced Micro Devices(AMD)$ AMD shares rose 3.4% to $552.72 after Susquehanna raised its price target from $550 to $620 while maintaining a positive rating.

$Advanced Micro Devices(AMD)$  Susquehanna raised its price target on Advanced Micro Devices to $620 from $550, while keeping a Positive rating on the stock. Analyst Christopher Rolland cited anticipated upside for third-quarter earnings and fourth-quarter guidance, driven by strong AI demand and a continuing industry upcycle.

$Palantir Technologies Inc.(PLTR)$ Surprising how little discussion there is around a company this solid.

$Palantir Technologies Inc.(PLTR)$  I think $Surf Air Mobility Inc.(SRFM)$  is priced at a level where smaller players can start building a meaningful long-term position. I already have a decent position there myself, and this feels like the kind of setup where accumulating a larger core holding early could work out well over time, similar to what some might have wanted with Palantir.

$Palantir Technologies Inc.(PLTR)$  How high will we go after this earnings report?

$Palantir Technologies Inc.(PLTR)$ Palantir's Q2 2026 revenue came in at $1.94 billion, up 93% year over year, with GAAP net income of $1.06 billion. Full-year 2026 guidance was also raised to about $8.15 billion, implying 82% growth. That's rare — hypergrowth with real profits, driven by U.S. commercial revenue up 149% as enterprises move AI into production.

$Palantir Technologies Inc.(PLTR)$ Once $200–$210 becomes established as strong support, a move toward $230 and eventually $300 should just be a matter of time. Patience matters here.

$Palantir Technologies Inc.(PLTR)$ Bears keep repeating the same points. Cathy Wood sold, the PE is too high, there's an AI bubble, insiders sold, Anthropic is taking market share, they only have government contracts, and so on.

$Advanced Micro Devices(AMD)$ I added a handful of AMD, picked up a boatload of MRVL, and got into NBIS a bit too early. The FIG entry was timed just right though. Hope you didn't sell the bottom.

$Advanced Micro Devices(AMD)$  Institutions are just picking up cheap shares again ahead of a short squeeze toward 700+. Not even worried.

$Advanced Micro Devices(AMD)$ Can't wait for 505. It's going to be a great buy.

$Advanced Micro Devices(AMD)$ For now, this one looks like a fairly straightforward buy when it drops into air pockets.

I wouldn't call it the next $Palantir Technologies Inc.(PLTR)$ , but $Surf Air Mobility Inc.(SRFM)$  certainly feels more like a subsidiary.

$Advanced Micro Devices(AMD)$  Not long ago, this was an $80 stock. Some probably wish they could have bought it at $2, like back in early 2016. When a quality company like $Nike(NKE)$  trades near a 10-year low, it is worth doing the homework and looking for opportunity while most others are fearful.

$Advanced Micro Devices(AMD)$ Data center is becoming a serious profit engine. Quarterly data center operating income just hit $2.1B, up from roughly $1B two years ago. Everyone talks about AI revenue and market share, but this is what I really care about. AMD isn't just selling more into data centers anymore. It's turning that growth into real operating profit.

$Advanced Micro Devices(AMD)$  Lisa Su told reporters in Taipei that chip demand is outpacing supply and should stay "very high" for the next few years, even as AMD increases output. The company will also raise its own production next year.

$Advanced Micro Devices(AMD)$ I'm not usually one for the hype, but 850 is only about 30% away. Just saying.

$Advanced Micro Devices(AMD)$ The AMD PT upgrade season has started. They were right before when the vast majority raised their price targets above $600, even though a lot of people laughed at the time. Now the same pattern is playing out again as another wave of AMD PT upgrades begins. The latest one from BNP is $960. When BNP recently raised them to $600 from $460, people laughed then too. Just saying.