$Palantir Technologies Inc.(PLTR)$ PLTR is up 7.77% today, breaking the 1H descending trendline from the June high. The daily chart shows a completed head and shoulders top with a confirmed neckline break around $143.60. Price is still about 12% below that level and roughly 34% off the head near $190, so this looks like a bounce within a larger bearish structure. On the fundamentals, revenue is up 56.18% YoY for FY25, with a 53.32% net margin and $2.28B TTM net income. Debt is minimal at $211.98M versus $8.04B in cash. Valuation is still stretched, with a P/E of 131.44x and a P/S of 57.42x. Key levels to watch: bullish above $143.60, with support near $115.00. The overall bias is bullish.

A list of robotics stocks to consider: Humanoid robotics: $Tesla Motors(TSLA)$  Tesla $XPeng Inc.(XPEV)$  Xpeng $Angel Telecom Corp.(AGLT)$  Agility $Xiaomi Corp.(XIACF)$  Xiaomi HYMTF Hyundai Humanoid robotics could become one of the biggest technology themes of the next decade, and this list includes some of the more competitive players globally. $Tesla Motors(TSLA)$  has the biggest commercialization potential through Optimus and its AI capabilities. $XPeng Inc.(XPEV)$  is rapidly expanding into robotic

$MasterCard(MA)$ I'm holding it forever, no reason to rotate out. PLTR only gets interesting below $100, otherwise it's just a waiting game. After this run, I'm done chasing ETFs or memory names.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $NVIDIA(NVDA)$ 715This looks like a clear and crucial pivot point. They tested the May monthly low and bounced. Bullish flows above this level, bearish flows below. I'll be taking high-accuracy day trades and swing trades based on this level.

$NVIDIA(NVDA)$  Bull case versus bear case. Bulls are focused on long-term AI demand, while bears are watching short-term supply adjustments. Personally, I'm leaning toward the bull side. $250+ is coming.

$Zeta Global Holdings Corp.(ZETA)$ The company is showing deep enterprise validation through a heavy partnership cadence: OPENAI on ads, $Snowflake(SNOW)$  on Open Semantic Interchange, and now $Palantir Technologies Inc.(PLTR)$  Foundry integration—which management projects could add $100M+ in annual ARR. 19 consecutive beat-and-raise quarters at around 50% YoY growth. The valuation gap might close soon.

$Palantir Technologies Inc.(PLTR)$ Technically, there's little support until 93. The risk/reward looks favorable at these levels. I'll consider adding if it's still around here or lower in two weeks.

$Tesla Motors(TSLA)$ Some people are just full of hate rather than appreciation, to the point where they can't think intelligently. I mean, even those who dislike Elon Musk, if they have any intellectual capacity, would recognize that he's working to create a better and safer place for everyone. Like any product or anything in the world, Tesla will have an issue here or there, but the fact remains that Tesla cars are not only safer, but FSD is safer than human drivers, and it's not even close. The recent claim shows videos of a car flying down a residential street, but there's no way FSD would ever drive that fast in such an area. Of course, the driver would say that to try and avoid manslaughter charges. Is FSD perfect? No, but again, it's w

$NVIDIA(NVDA)$ Bidders need to push the price up to invalidate the head and shoulders pattern. Reclaiming the 50-day moving average would be a positive step, giving them a chance to break the neckline. Even after the chip stock run-up, the valuation suggests there's still upside here.

$Tesla Motors(TSLA)$ It's sitting right at the weekly pivot. If it holds $400, I think it'll break through all resistance. If it doesn't hold $400, it could drop to $369 by the end of the week. It seems pretty clear that Musk's whole strategy, to somehow work out new rules with the SEC for the SPCX IPO and give retail the exclusive float, was to stimulate the move for Tesla. SPCX provided enough exit liquidity to take out the 0 DTE CBOE flippers who play both sides. Tomorrow, those gamblers should be out of this ticker.

$Palantir Technologies Inc.(PLTR)$ Premarket action doesn't mean much. In the long run, the bears are just embarrassing themselves. Zoom out—90% of the price targets are above $180, and revenue is growing exponentially. If you actually have conviction, why worry about anything under the weekly chart?

$Palantir Technologies Inc.(PLTR)$  I'm holding NVDA and PLTR. AI remains one of the strongest long-term themes I see. There will be corrections along the way, but the broader trend still matters.

$Palantir Technologies Inc.(PLTR)$  PLTR is showing some solid numbers lately. Revenue grew 85% year-over-year, which is their highest growth rate yet. US revenue jumped 104%. GAAP net income reached $871 million, a 54% net margin. Adjusted free cash flow came in at $925 million, a 57% margin. Their 2026 revenue guidance is now $7.6 billion, implying a 71% growth rate. On top of the existing partnerships with AWS, Azure, and Oracle Cloud, they've added a new one with Google Cloud.

$Palantir Technologies Inc.(PLTR)$ I see PLTR as a voting machine in the near term and more of a weighing machine over the long haul. Their multiples keep coming down each quarter despite the crazy growth. Karp's talking about 100% growth by 2027… judging by his track record, I don't think he's someone who throws that out lightly, so I actually have confidence in that target. If they can also grow 100% in 2028, then… this looks like a bargain. PLTR's PEG is around 1.12, right? That's not insane when you look at some of the Wall Street SaaS darlings with PEGs like 4-5x PLTR's, and they're growing at a tiny fraction of PLTR's pace. If we were valued at their PEG, this stock would be north of 400-500.

$NVIDIA(NVDA)$ The company just quietly took another step deeper into the AI stack. Now ranked number one by revenue in data center Ethernet switching for the first time, according to IDC. The numbers: $2.1B Spectrum-X revenue +193% YoY growth driven by AI factory networking demand. What stands out to me is how this is no longer just about “GPU dominance.” It’s spilling into the networking layer too. AI clusters are getting so large now that networking isn’t optional anymore; it’s part of the core compute system. Feels like every quarter they’re pulling another piece of the stack in-house or into their ecosystem.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$ looks real $Tesla Motors(TSLA)$ 

$Tesla Motors(TSLA)$ I might be a bit out there, but in my opinion, the merger could happen sooner than later. Why else can't SpaceX holders sell yet? Maybe, just maybe, it's to get their valuation high enough to buy Tesla. An announcement could happen next month, with completion next year. Call me crazy.

$NVIDIA(NVDA)$ Should be back to 200 no later than June 26. Our 235 puts will only print long term. Also happy about the brand new weekly 215s we got today, so cheap!

$NVIDIA(NVDA)$ I've branched out into MRVL, VRT, BE, and AVGO, but as I see it, NVDA still has the most upside potential with the lowest risk at the moment. I plan to maintain a large position, and the decent cash payout every three months helps me wait for new record highs.

The valuation gap between $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$  is getting harder to overlook. $NVIDIA(NVDA)$  is projected to grow 46% annually through 2028, trading at just 13x forward 2028 earnings. Meanwhile, $Advanced Micro Devices(AMD)$  is expected to grow 44% annually through 2028, yet trades at a steep 30x 2028 earnings. One of them seems seriously mispriced, and it looks like $NVIDIA(NVDA)$  is the one that's way too cheap.