To The Moon

$Palantir Technologies Inc.(PLTR)$ Volume looks weak again today. Feels like more sideways action is probably in store.

$Palantir Technologies Inc.(PLTR)$  In a year from now, if the share price is sitting somewhere between $225 and $250, what's the take then? Still going on about the girl's school and the collapse of the global monetary system, or will it just be silence?

$NVIDIA(NVDA)$ I don't know much. But when this actually moves, it's going to gap up and run. Catching that won't be easy.

$Intel(INTC)$ Intel finally has a clear line of sight on what needs to happen. To deliver on what's coming, they need a cushion and need to be ready for distribution. It feels more like a signal of strength, getting from where they are now to where they ought to be. The foundation is laid, and rapid change forward is coming.

$NVIDIA(NVDA)$ TSM just put out another strong AI-demand signal. July sales jumped 44.7% YoY to roughly $14.5B, which suggests AI chip demand is still running hot. Through the first 7 months, TSMC has generated about $89B in revenue, and its 2026 growth outlook has moved above 40%. The impact is showing up across the AI supply chain. TSM is the manufacturing powerhouse, NVDA is the AI accelerator leader, and AAPL remains a major advanced-chip customer. The bigger takeaway here is that AI demand is not cooling down. TSM has become one of the clearest real-time reads on whether the AI buildout is still accelerating, and the numbers right now are pointing firmly in that direction.

$Palantir Technologies Inc.(PLTR)$  It seems like a lot of people are missing the real takeaway from this earnings report. It's important to understand what you actually hold here.

My total profit from $Palantir Technologies Inc.(PLTR)$  is now approaching $2 million. What an incredible ride. My precious!

$Palantir Technologies Inc.(PLTR)$ A 30% rally followed by a pullback feels pretty normal. Some profit-taking was expected, and $152 seems to be acting as support now. My thesis hasn't really changed. The year-end target is still $200+.

$NVIDIA(NVDA)$ Bears put their trust in Burry. Bulls put their trust in Jensen. Do I really have to say it? Who knows more about AI and where it is going?

$NVIDIA(NVDA)$ SpaceX has decided to go all in on Nvidia GPUs, according to Elon. He says they're using them exclusively now because they're simply the best option available.