$Advanced Micro Devices(AMD)$ It feels like the market just isn't ready for this to take off yet. It will probably take some time. Patience tends to get rewarded.
$Advanced Micro Devices(AMD)$ AMD's forward PE for the next 12 months sits at 38X, and for calendar year 2027 it's 32X. Its main datacenter business, which now makes up over 50% of revenue, is growing well over 100% — and that might actually be understated. It's always a bit funny watching bearish forecasters who clearly haven't dug into the numbers properly. The longer-term question is whether $700-$1000 is probable by the end of 2027.
$Palantir Technologies Inc.(PLTR)$ Palantir down 6% over the last year while being arguably one of the best-performing companies on Wall Street really doesn't make much sense. I'm expecting upgrades to keep rolling in after that earnings report. For my part, I've been buying the dips and holding through the rips. It looks like it's forming a base for the next move higher.
$Palantir Technologies Inc.(PLTR)$ The weekly god candle on this one completely shattered the bearish breakdown. Price had lost key support and flipped major AVWAPs into resistance, signaling further downside—until a sudden explosion reclaimed all three AVWAPs at once. This violent, whale-manufactured breakout leaves most traders stranded, forcing them to either chase or get left behind. Pure bullish momentum.
$Palantir Technologies Inc.(PLTR)$ Looking at a few names on the radar. LMT recently joined Boeing to tap the private bond market, and war stocks seem to be getting some momentum. The stock is flagging on the daily. Watching for calls above $585 for a move towards $600 and $615. TSEM looks like it is about to break out of a long-term flag on both the daily and weekly charts. I'm keeping an eye on calls above $255 for a move towards $265 and $280. The stock is decent at the indicator level. PLTR is up almost $50 in a week after reporting better-than-expected earnings. If $165 holds, I think there could be more upside towards $180 and $200. IONQ is up 10% on Friday post-earnings. It is a high watch here for the $