$Palantir Technologies Inc.(PLTR)$ Listless in either direction on pathetic volume, roughly half of normal at the close. Still managed to outperform the broader market by 1.0%. I'll take it.

$AbCellera Biologics(ABCL)$ $AbCellera Biologics(ABCL)$ ABCL is quietly becoming the Palantir of antibodies. Palantir built the data engine. ABCL is building the AI engine for drug discovery. They're not just chasing one drug at a time. They're creating the operating system that helps pharma companies find treatments faster. Their tech basically maps the immune system, sifting through millions of cells to hunt down the right antibody. Both companies are good at turning messy, massive datasets into something useful when everyone else just sees noise. ABCL is trying to change how medicine gets made.

Visionary leadership is something people tend to underestimate. It can shift the direction of entire countries, so anything less just feels like business as usual. I've been holding $Palantir Technologies Inc.(PLTR)$  since the DPO, and I share the vision.

$Palantir Technologies Inc.(PLTR)$  Karp is one of the best CEOs I've seen. He just tells it like it is, and if you don't like it, he said you can invest elsewhere.

$Palantir Technologies Inc.(PLTR)$ I'm hoping the bears are using full margin for their bets.

$Palantir Technologies Inc.(PLTR)$  There's a real chance we could see 175+ again. This stock is absolute gold.

$Ondas Holdings Inc.(ONDS)$ Bears tried to stir up some fear today, but it didn't really stick. The partnerships with PLTR and LMT are making it clear this isn't the same company it was over a year ago.

$Oracle(ORCL)$ If the price completes this recovery and breaks back above $200, I think there's a real chance we might not see the $100s again for the next 10 years. The $100s could eventually be remembered as the last great accumulation zone before Oracle's AI infrastructure era truly began. $200 isn't the destination — it's the launchpad. $Palantir Technologies Inc.(PLTR)$  $Intel(INTC)$ 

$Palantir Technologies Inc.(PLTR)$  Anyone who shorted this between $125 and $155 recently has to be under a lot of pressure right now. At this point, I don't think the focus is even on profit anymore—it's more about trying to find the least painful way to get out. That's a rough spot to be in.

$Palantir Technologies Inc.(PLTR)$ Price is at the top of the linear regression channel where the fastest point moves usually happen. RSI is only at 72, and the biggest moves per point tend to come between 80 and 100. The TD Sequential DeMark is only on a bullish 2 count, and it would need to print a 9 for any real pullback to show up. This looks like it is in an impulse Wave 3 and nearing the top of the LRC, which is where a lot of the action typically plays out in a strong impulse wave. The rally still seems to be in motion and the move is hooking.

$Palantir Technologies Inc.(PLTR)$ If MSFT crushed their numbers on the demand side, I'm expecting the same to happen on Monday with a strong beat as well.

$Palantir Technologies Inc.(PLTR)$ N of 1. Best in class. Not less than a monopoly in its space.

I was looking at my watchlist and noticed DDOG. It's up 73.5% for the year and has a P/E of 696, compared to $Palantir Technologies Inc.(PLTR)$ 's P/E of 149. I wonder why Michael Burry isn't more focused on them instead.

$Palantir Technologies Inc.(PLTR)$ $Zeta Global Holdings Corp.(ZETA)$ The narrative around AI partnerships seems to be developing further. There are reports indicating Palantir might be collaborating with Gap through a forward-deployed engineering approach, potentially involving OpenAI. To me, the more significant point isn't just about landing another single customer. It's about the underlying model itself: AI companies placing their engineers directly into enterprise workflows to tackle actual business challenges. For Palantir, this aligns with the commercial expansion thesis that many have been monitoring. It points towards broader enterprise adoption, deeper AI integration, and more tangible

$Palantir Technologies Inc.(PLTR)$ $1,000 a share, it's on sale.

$Palantir Technologies Inc.(PLTR)$ In the very near term, short-term flow is starting to matter more than fundamentals. Weekly options positioning shows a noticeable skew toward upside exposure, which typically reflects aggressive short-dated positioning rather than passive hedging. When gamma exposure builds in the weekly chain, price action can become more reactive as dealers adjust hedges in real time around key strike zones, which can amplify directional moves once momentum kicks in. So far, the tape has been constructive. If price holds above the $136 area, the next liquidity zone to watch sits closer to $150. It's still very much a flow-driven setup short-term, driven by structure and positioning.

$Palantir Technologies Inc.(PLTR)$  Even with the broader market under pressure, this stock managed to rally against the trend. It looks like it could be heading toward $150 in the near term. $Oracle(ORCL)$ 

$Palantir Technologies Inc.(PLTR)$ Options and dark pool flow suggest the shorts are getting squeezed. There's also talk that Renaissance Tech is back in the market.

$Palantir Technologies Inc.(PLTR)$  I ended up having to buy back my $125 covered calls.

$Palantir Technologies Inc.(PLTR)$  The stock is currently testing a key resistance level. If it breaks through, the next upside target could be around $138.