To The Moon

$Palantir Technologies Inc.(PLTR)$  Bears were calling for a crash last year because the PE was a "bloated pig." Since then the PE has compressed hard, yet the stock is still sitting in the 170s. By that thesis it was supposed to go down, not higher. That view has been wrong the entire ride, from the DPO days at $10 all the way up. Valuation scare stories never stopped the compounding. Earnings grew into the multiple while the stock ripped. Keep calling the PE a bloated pig. Price keeps proving the point. Still a long runway to go before the excitement wears off.

$Palantir Technologies Inc.(PLTR)$ It has been bull flagging over the last two days above the marked support area. Flat on the day even with broader market weakness. Call trigger sits at a break of $180.

$Ondas Holdings Inc.(ONDS)$ Investors look at the numbers, traders look at the chart. Bears had their run for months, but now bulls seem to be back in control. There's a case for getting in while it's still in the single digits, before it moves into the double digits. The company has had solid acquisitions this year, along with partnership announcements with $Palantir Technologies Inc.(PLTR)$  and LMT. The White House just made it an industry standard to domesticate drone production here in the USA. Starting to wonder if we're in the early stages of a sector rotation.

$Palantir Technologies Inc.(PLTR)$  Fool me once, shame on me. Fool me twice, shame on you. Fool me nine million times? Guess that makes me a PLTR bear.

$Ondas Holdings Inc.(ONDS)$ Looks like it's setting up for the next breakout above $9.55. Volume could be better, but the price is holding up really well, especially with all the short shares borrowed. I think the $Palantir Technologies Inc.(PLTR)$  and $Lockheed Martin(LMT)$  partnerships, along with the ZYNE acquisition, have brought a lot of attention to this one.

$Palantir Technologies Inc.(PLTR)$ It felt like the newer crowd was panicking constantly, while the experienced ones kept adding to their positions on GME. In this kind of environment, staying humble and sticking to your own highest-conviction plays makes a lot of sense.

$Ondas Holdings Inc.(ONDS)$ Mistral Inc, a subsidiary of ONDS, has advanced to the DoD CDAO Swarm Forge Crucible 3 alongside AVAV, PLTR and LMT. Q1 revenue jumped 10x to $50.1M, backlog is surging past $457M, and the FY26 revenue target has been raised to $390M. Military drone adoption is driving massive growth. The stock is currently trading near $7.38 with $1.48B in cash, and Wall Street consensus targets of $19 signal strong upside potential. With defense contracts potentially landing, the setup here looks interesting.

$Palantir Technologies Inc.(PLTR)$ This year has been absolutely maddening lol

$Palantir Technologies Inc.(PLTR)$ Some names I'm watching going forward. SMCI saw revenue explode over 100% YoY during the peak AI demand cycles, riding the massive data center buildout. If AI infrastructure spending keeps compounding, it stays a high-beta AI hardware play. PLTR is growing commercial revenue 20%+ YoY with expanding margins and consistent GAAP profitability. AI platform adoption keeps accelerating across government and enterprise. RKLB has 40+ successful launches and a backlog worth hundreds of millions. Vertical integration across launch and satellite manufacturing sets it up for long-term space economy growth. ASTS is targeting the global mobile connectivity market with direct-to-device satellite tech. Major telecom partner

Watching the setup on $Palantir Technologies Inc.(PLTR)$  get tighter each day. Even with the broader market under pressure, $Palantir Technologies Inc.(PLTR)$  has demonstrated notable relative strength. Key support levels are being defended, and volume is beginning to increase. The chart is forming an inside bar pattern, which often indicates a consolidation phase before a larger move. Options activity is picking up, and the trading range is compressing. The next step is waiting for confirmation; a breakout on strong volume could be the catalyst for the next move. Patience is key here. Tight ranges eventually resolve, and the market will show the direction.