$SpaceX(SPCX)$ will buy up $Tesla Motors(TSLA)$ , and in my view the stock should reach $300 in the near future. That would be roughly double from current levels.
$NVIDIA(NVDA)$ The Musk and Jensen exclusive partnership is something special. I think it extends well beyond AI for many years to come, into robotics.
$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue. There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype. If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$
$BigBear.ai Holdings(BBAI)$ BBAI feels like the $Palantir Technologies Inc.(PLTR)$ of peace, security, and orderly lines. It seems like it should be the gatekeeper here. BBAI as the gatekeeper in general, at least when Sunner runs the rollout through his Ghostbuster tracking model. Planter is almost always Rick Moranis. We are always the lady.
$Palantir Technologies Inc.(PLTR)$ A new winning partnership with Knox, and the AI partnership inroads keep getting bigger and stronger by the week. $250 is right around the corner after the Nov. 2nd earnings.
$Palantir Technologies Inc.(PLTR)$ Don't kill the messenger, but the chart is screaming 125 before EOY. Gap fill, Fibonacci, and the weekly trend line all point to that level.