To The Moon

$Palantir Technologies Inc.(PLTR)$ Palantir's AI Sovereignty stack puts the company at the core of AI in a way no other company is or can be. Everything else in AI can be copied — GPUs, memory, infrastructure — but this is a real moat, bigger than most people realize.

$SUPER MICRO COMPUTER INC(SMCI)$ The rerating looks like it's only getting started. Setting aside the noise, the numbers are hard to ignore: $11.1B in Q4 revenue, nearly 100% YoY growth, over $60B in new Q4 orders, $1.70 adjusted EPS, and a FY27 revenue outlook of $65B–$72B. AI infrastructure demand keeps expanding, and SMCI is positioned right in the middle of it. Meanwhile, Wall Street treats AI demand as a major positive when discussing $NVIDIA(NVDA)$ , $Dell Technologies Inc.(DELL)$ , and $CoreWeave, Inc.(CRWV)$ , but suddenly reaches for every risk-related word when SMCI comes up. That's fine. An

$Palantir Technologies Inc.(PLTR)$  Sold the main house and all three cars to buy more... just kidding. But I'm still adding in small bits here and there, and at least there are no trading fees.

$Palantir Technologies Inc.(PLTR)$  Selling PLTR right now, during its strongest growth phase to date, would mean listening to bears who don't seem to get the story. The narrative keeps advancing, the stock keeps gapping higher, and the underlying growth continues to accelerate. This strong buy thesis doesn't change unless one of two things happens: either the growth story starts to fade and decelerate, or real competition steps in and meaningfully takes market share and market cap away from Palantir. Until then, the rational move is to stay long and let the compounding do the work. It's very easy to buy and hold. The only thing that complicates this thesis is if anyone is naive enough to listen to people who do

$Advanced Micro Devices(AMD)$ Still challenging the semiconductor market with CPUs, GPUs, and AI accelerators as demand for advanced computing expands. AERT management pointed to growing demand beyond managed operations, toward AI transformation, enterprise operations, automation, and optimization initiatives.

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro just posted $11.1B in quarterly revenue, nearly doubling YoY, with $1.70 adjusted EPS and a dramatically improved 17.6% non-GAAP gross margin. Management is now targeting $14.5B–$15.5B next quarter and $65B–$72B for FY27. Meanwhile, the stock keeps trading under a cloud of skepticism. That's exactly where the opportunity could be: massive AI infrastructure growth plus improving profitability plus a depressed valuation. Wall Street doesn't have to love SMCI today. If execution continues, eventually the numbers force the conversation. I'm staying patient and sticking with my conviction here. The rerating story may only be beginning.

$Palantir Technologies Inc.(PLTR)$ 12 billion in assets against a 430 billion dollar market cap. That's my kind of math right there.

$Advanced Micro Devices(AMD)$  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.