To The Moon

$Advanced Micro Devices(AMD)$ AMD closed Friday at $516.79, up about 1.7% on the day, after sliding to near $508 and holding there. The setup here is betting that Friday low was the floor, with a walk back toward $548 first and then toward $580 if buyers keep showing up. A close under $500 says the floor gave way. The math: up 6.0% to the first objective and 12.2% to the second, against 3.2% risk on the invalidation, better than 3 to 1 to the second. Earnings land after the close on November 3, so this is a swing into that print with a clear line that says the idea is wrong. Watching $523.92, the Friday high. A move back above it shows buyers pressing again.

$BlackBerry(BB)$ Missing $Advanced Micro Devices(AMD)$  back in 2015 when it was trading under $2.00 with bankruptcy fears running high was painful enough. This one has EPS and revenue growth that has been building for a while now, with backlog revenue up to over $1.2 billion while still holding the Rule of 40. The skeptics will likely end up chasing later. That's part of why I was buying from $2 to $5, and I added a bit more over the last few weeks at $8 and under.

$Advanced Micro Devices(AMD)$  The media keeps pushing out article after article trying to take this stock market down. Midterms are getting close, and they already started about a month ago with the fake AI is bad for you articles.

$NVIDIA(NVDA)$ Looking good in 2027. $SpaceX(SPCX)$  needs $Nokia Oyj(NOK)$  just like NVDA. The AI-RAN platform integrates AI and radio workloads onto a single converged computing and communication infrastructure, using Nokia anyRAN software and NVIDIA Aerial accelerated computing.

$Palantir Technologies Inc.(PLTR)$  Watching PLTR Nov 6 $190 CALL above $190.70. Targets are $192.60 and $196.85, with invalidation below $189.50. Need a 5m close plus a retest above the trigger with VWAP support. Friday broker expiry POP was 29.5%, which is not the setup win rate. I'll refresh option pricing at the open.

$Ondas Holdings Inc.(ONDS)$ Points to ponder. The noise votes, but the backlog weighs. Sure, there is short-term stock volatility, but I'm focused long-term on Ondas' massive, surging backlog, which grew to $757 million pro forma following major defense acquisitions. Sovereign defense isn't built overnight, it's scaled by execution. Ondas is transforming into a Tier-1 defense prime, backed by its $11 billion two-year pipeline and its new Regna AI partnership with Palantir PLTR. Ondas isn't just riding the wave of the AI and drone boom. Ondas is quietly constructing the architecture that makes true multi-domain automation possible.

$NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$ $NEBIUS(NBIS)$ $Palantir Technologies Inc.(PLTR)$ Hope the bears enjoyed the dip, because I sure did. Looking forward to a rally from here.

$Palantir Technologies Inc.(PLTR)$ Looking at the one-year market graph of all roughly 9,500 U.S. stocks, the setup seems promising for a turn-around. I'd think those with the nerve for it might consider getting back in, just my take.

$NEBIUS(NBIS)$ $Advanced Micro Devices(AMD)$ $Applied Optoelectronics(AAOI)$ $Marvell Technology(MRVL)$ $CoreWeave, Inc.(CRWV)$ The market just needs the Iran war to deescalate and oil to drop back to $60. AI stocks could go up 100% in 1-2 months.

$Palantir Technologies Inc.(PLTR)$  Rule of 40 score comes in at 155. Revenue growth is 93% year-over-year, adjusted operating margin is 62%, so the total score works out to 93% + 62% = 155%.