To The Moon

$Palantir Technologies Inc.(PLTR)$ Nice end of day trade of 6.2 million shares on positive green candle.

$Palantir Technologies Inc.(PLTR)$  Looks ugly, but it's still tracking $Invesco QQQ(QQQ)$  pretty closely based on our beta of 1.6. Buckle up.

$Palantir Technologies Inc.(PLTR)$ Not too concerned here. Sticking to the $200 level and not expecting it to drop below that.

$Palantir Technologies Inc.(PLTR)$ It would be nice to see Palantir at $220 tomorrow, though that probably won't happen. Still, nothing wrong with being hopeful.

I feel confident that $Micron Technology(MU)$  and $ARM Holdings(ARM)$  are set to push higher. The AI story isn't slowing down, it's just getting started.

The Golden Dome concept needs a strong stratospheric presence to really work. Only one stratospheric ISR company has deployments with Air Force Special Operations Command, multi-national forces at UNITAS 2025, NASA, UK MoD, and a formal partnership with PLTR. $Ondas Holdings Inc.(ONDS)$  also has an active Golden Dome contract seat under the $151B SHIELD IDIQ. SHIELD explicitly funds data collection, persistent ISR, and AI integration as core work areas.

$Palantir Technologies Inc.(PLTR)$  Burry said his weekend research made him think the AI bubble may burst sooner than later, so he moved up his timelines and turned to put options for more structural leverage. He's also famously said he sees Palantir's long-term intrinsic value below $1 per share. A dollar? He's completely lost his mind on this one. He can keep waiting for $1 while the next wave of AI security takes this to $300.

$ARM Holdings(ARM)$ Running up on Muse and then selling right when NVDA just announced a platform for AI safety that runs on ARM architecture doesn't make much sense to me.

$ARM Holdings(ARM)$  Helped design the Vera CPU that runs the new AI safety platform $NVIDIA(NVDA)$  just announced, and you're selling ARM?

$NVIDIA(NVDA)$ They just announced a new AI safety platform that runs on Vera CPUs, and people are selling down $ARM Holdings(ARM)$ , which is the company behind those Vera CPUs. Come on, know your investment.