$Advanced Micro Devices(AMD)$ We found Waldo. We are looking for management led by SU.

When thinking about $Palantir Technologies Inc.(PLTR)$ , I note a few points: Regarding government contracts, they do not merely possess them; they accumulate them like Pokémon cards. On AI dominance, while others are building chatbots, $Palantir Technologies Inc.(PLTR)$  is constructing digital war generals. For commercial growth, companies do not 'adopt' $Palantir Technologies Inc.(PLTR)$ ; they submit to it. Platforms like Foundry and AIP are so powerful they ought to come with a seatbelt and a liability waiver. Let LeWzaz deal with the background noise. I tend to think the pullback is due to $NVIDIA(NVDA)$

This will definitely succeed! $Palantir Technologies Inc.(PLTR)$  is in a league of its own. There's no competition. As a four-time combat veteran, I have seen their technology predetermine and predict enemy movements before they even knew their own. It is a scary but awesome thing to witness firsthand. Only true AI. Also a truly American patriotic company. $Palantir Technologies Inc.(PLTR)$  saved my life, and more than any of you criticising them will ever know.

$Palantir Technologies Inc.(PLTR)$ Anthropic and OpenAI, as AI model creators, do not strictly require Palantir's Ontology to exist, but they are increasingly utilising it to make their models functional, trustworthy, and actionable within complex enterprise environments. The Ontology acts as a semantic layer—a "digital twin" of a business's operations (data, logic, and actions)—which provides the necessary context that LLMs lack, effectively grounding them in operational reality.

$Meta Platforms, Inc.(META)$  is deploying up to 6 gigawatts of $Advanced Micro Devices(AMD)$ -powered AI infrastructure. Valued at an estimated $100 billion, it ranks among the largest infrastructure agreements in tech history. To offer some perspective, 1 gigawatt can power roughly 750,000 homes.

$Palantir Technologies Inc.(PLTR)$ This includes the revenue and earnings, already at 175. Some were scared off and missed out on one of the best. With what they have, I tend to think they can achieve 10x growth in revenue over time. Not many companies can do that.

I imagine $Palantir Technologies Inc.(PLTR)$  could, over time, create an extension. Of its AI platform and ontology into PC OS and browsers.

$NVIDIA(NVDA)$ AI demand- Nvidia - backbone - next generation of AI REMEMBER!!!!

$Palantir Technologies Inc.(PLTR)$ To address Paisley's point, I thought I'd share my perspective. Looking at recent filings, several Palantir insiders, including CEO Alex Karp, executives like Shyam Sankar and Ryan Taylor, and directors such as Stephen Cohen, David Glazer, Lauren Stat, and Alexander Moore, have filed Form 144 notices for planned stock sales. Over the past period, these insiders have sold relatively modest amounts of shares — generally in the tens of thousands — with gross proceeds ranging from a few hundred thousand dollars to several million. Regarding the planned sales, some filings are larger. For instance, Karp has a planned sale of over 400,000 shares, and Cohen over 327,000 shares. However, even the largest planned sal

There is a lot more risk of a $Palantir Technologies Inc.(PLTR)$  earnings melt up at $140 than at $200, where the gurus shorted it. That short thesis is looking less and less attractive.

$NVIDIA(NVDA)$  is producing tools for the major players, such as $Medifirst Solutions Inc.(MFST)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOG)$ , and others. These companies are taking on debt while mining AI in a crowded space. Their platforms will have to compete with one another, which could reduce their revenue. Does that not make sense? Meanwhile, $NVIDIA(NVDA)$  has no debt and a substantial amount of money.

$Advanced Micro Devices(AMD)$ Good earnings mean stock drops. Can't you see this trend? I don't care; I'm still bullish.

$Palantir Technologies Inc.(PLTR)$  Earnings are out and impressive, beating on top and bottom lines, with revenue of 1.41 billion and EPS of 0.25.

Rumors about MI450 delays: Recent reports suggested $Advanced Micro Devices(AMD)$ ’s MI450-series AI accelerators might be delayed. However, analysts including those at Wells Fargo countered this, indicating development of these 2nm chips remains on track.

$NVIDIA(NVDA)$ Close between 186.90 and 187.10. Complete guess. Let's see.

$NVIDIA(NVDA)$  I love how Jensen stated they are keeping any future China sales out of guidance. He said, "that will just be a nice bonus." You are the man, Jensen.

$NVIDIA(NVDA)$  The stock market serves as a remarkably efficient mechanism for transferring wealth from the impatient to the patient. —Warren Buffett I remain long and strong on NVDA.

Is anyone getting exposure via AMDG-, the leveraged 2x long $Advanced Micro Devices(AMD)$  daily ETF?

$Advanced Micro Devices(AMD)$  This price action is surprisingly good! It says a lot.

Congress needs to be careful about which voices to follow on AI and China. Matt Pottinger’s hardline stance sounds reliable, but his credibility requires verification before accepting his views on AI chip exports to China. The individual has ties to $Alibaba(BABA)$ , a competitor of $NVIDIA(NVDA)$  in China. These companies might be paying Matt to push for a full ban, redirecting China’s AI demand to them instead of NVDA. China’s market demand is well-known. I hope Congress sees through such tactics and focuses on generating revenue for the US rather than China.