To The Moon

$Advanced Micro Devices(AMD)$  During AMD's last earnings call, Elon made a statement about only buying NVDA GPUs. Then he later did a similar move by engaging in talks with TMC, which targeted Intel.

$Palantir Technologies Inc.(PLTR)$ NOV06 205C, still actionable. Zone: $194.82 to $197.56 Invalidation: close under $189.42 Objectives: $202.63, then $212.94 The math: up 3.3% to the first objective and 8.5% to the second, against 3.5% risk on the invalidation, about 2.4 to 1 to the second. Palantir looks like a strong name that ran to a record high earlier this month and then pulled back while everyone waited for the next report card. Palantir reports on November 2 after the close. It fell 2.7 percent to 196.19 dollars but still held above the 194.54 dollar low, well above the 189.42 dollar low from earlier this week. That is a swing run into a catalyst. Buyers have a clear floor to lean on, and the road back first runs through the high from

$Advanced Micro Devices(AMD)$ The short squeeze here could end up being eye-popping.

$Advanced Micro Devices(AMD)$ AMD shares rose 3.4% to $552.72 after Susquehanna raised its price target from $550 to $620 while maintaining a positive rating.

$Advanced Micro Devices(AMD)$  Susquehanna raised its price target on Advanced Micro Devices to $620 from $550, while keeping a Positive rating on the stock. Analyst Christopher Rolland cited anticipated upside for third-quarter earnings and fourth-quarter guidance, driven by strong AI demand and a continuing industry upcycle.

$Palantir Technologies Inc.(PLTR)$ Surprising how little discussion there is around a company this solid.

$Palantir Technologies Inc.(PLTR)$  I think $Surf Air Mobility Inc.(SRFM)$  is priced at a level where smaller players can start building a meaningful long-term position. I already have a decent position there myself, and this feels like the kind of setup where accumulating a larger core holding early could work out well over time, similar to what some might have wanted with Palantir.

$Palantir Technologies Inc.(PLTR)$  How high will we go after this earnings report?

$Palantir Technologies Inc.(PLTR)$ Palantir's Q2 2026 revenue came in at $1.94 billion, up 93% year over year, with GAAP net income of $1.06 billion. Full-year 2026 guidance was also raised to about $8.15 billion, implying 82% growth. That's rare — hypergrowth with real profits, driven by U.S. commercial revenue up 149% as enterprises move AI into production.

$Palantir Technologies Inc.(PLTR)$ Once $200–$210 becomes established as strong support, a move toward $230 and eventually $300 should just be a matter of time. Patience matters here.