Why Palantir invested so much in Rubicon? The business relationships to clear AI data waste safely?

$HIMS 20261030 40.0 CALL$ Recent news balance for Hims & Hers Health (HIMS) watchlist The recent news flow is mixed, with growth and product-expansion catalysts offset by a material legal overhang. The most constructive developments are revenue outperformance, higher full-year revenue guidance, AI-led product initiatives, and international clinical expansion. The dominant bearish issue is FTC-related litigation and associated securities-fraud class-action claims, which have contributed to volatile trading. Past performance does not guarantee future results. Bullish developments Revenue momentum: In 2026Q2, Hims & Hers reported USD 753.214 million in sales, above the USD 699.889 million estimate; the company also r

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   Still bullish or Bear coming?

$INTC 20280121 95.0 CALL$ Closed this call earlier no though still long from expiry. You can always redeploy as long option is there.

$SPDR S&P 500 ETF Trust(SPY)$ I opened $SPDR S&P 500 ETF Trust(SPY)$ ,Take a look at the latest order I posted！

$UPST 20261009 20.0 PUT$ Upstart Holdings (UPST) — Outlook Conclusion: the fundamental trajectory is improving, but the market is pricing in a lot of doubt — the stock is in a clear downtrend, sitting near its 52-week low, while consensus estimates still point to strong earnings growth. The gap between the two is the core tension: either the market is discounting a credit/funding deterioration that hasn't shown up in reported numbers yet, or the selloff has created a valuation setup that leaves a reasonable margin of safety. On the data available, the risk-reward skew looks modestly positive on a 12-month view, but it is not a low-volatility position.

$APLD 20261023 20.0 PUT$ Recent news: bullish catalysts outweigh near-term sentiment, but execution risk remains high For Applied Digital (APLD) watchlist , the dominant recent catalyst is a substantial FY2027 Q1 revenue beat driven by AI data-centre leasing. However, the share-price response was muted, suggesting investors remain focused on financing needs and delivery against its large contracted pipeline. Bullish Revenue sharply exceeded expectations: FY2027 Q1 revenue was USD 342 million, up 322% year on year , versus analysts’ average expectation of USD 134 million. Service and other revenue contributed USD 262.8 million , while data-centre leasing generated USD 79.1 million . East Money Large contracted-demand base:

$APLD 20261023 18.0 PUT$ Conclusion Recent news flow for Applied Digital (APLD) watchlist is fundamentally constructive but still high-risk . The bullish case is supported by rapid AI/HPC data-center revenue expansion and potential additional leasing capacity; the bearish case is that reported growth was partly driven by non-recurring construction services, while net losses, financing costs, and long project lead times remain material. The market’s muted post-earnings response suggests investors still require proof that contracted capacity converts into durable, high-margin recurring rent. Bullish news Revenue growth accelerated sharply: FY2027 Q1 revenue was reported at USD 341.9 million , up 322% YoY . Data-center leasi

$ORCL 20261016 125.0 PUT$ Conclusion [ symbol:ORCL|Oracle (ORCL)] appears fundamentally attractive at the current valuation, but it is not a low-volatility entry point . The share price is near the bottom of its 52-week range after a sharp sell-off, while earnings and revenue expectations remain strong. The case is more compelling for investors willing to tolerate further volatility than for those seeking immediate price stability.

$PONY 20261023 6.0 PUT$ Recent news read-through: mildly bullish, but execution risk remains high Recent headlines for Pony AI (PONY) watchlist are predominantly constructive: the key catalyst is international robotaxi expansion with Uber, alongside strong reported robotaxi revenue growth. The bearish counterweight is that commercial scale-up still requires substantial deployment, regulatory approvals and capital, while recent commentary has questioned valuation after a sharp share-price decline. Bullish developments London expansion: Pony AI and Uber plan to introduce Gen-7 robotaxis in London, with road testing expected to begin in the coming weeks. The announcement helped lift the US-listed shares by more than 5% on 202