$Palantir Technologies Inc.(PLTR)$ Really impressed by Palantir’s momentum with these deals—TWG Global and Societe Generale are big wins, especially in Europe. It’s exciting to see their AI tech gaining traction across industries, but I agree, getting more European governments on board could be a game-changer for global adoption. PLTR bouncy - defended $80 region after a few touches & primary trend support - could run to $100-110 imo.
$SUPER MICRO COMPUTER INC(SMCI)$Last year this stock price already reached $120 with annual revenue of 14.94B. While this year the annual revenue will be 24.5B! That 68% growth over the 2024 figure! And Supermicro is expanding its third manufacturing facility in Silicon Valley! And forward revenue will be 40B! Stock Price should go up to $120 and beyond! The lower the stock price for SMCI, the higher the demand for shares (undervalued company) = higher price. The higher the stock price for SMCI, the higher the demand for shares (shorts have to cover by becoming buyers) = higher price. This only ends one way. SMCI’s stock price is going much much higher. More Green Days will be coming soon! Cheers!🥂
$Palantir Technologies Inc.(PLTR)$ I honestly think Palantir has a really strong business model and a ton of potential. They’re absolutely killing it when it comes to data analysis and AI. I mean, these guys are ahead of the curve, and you can see it in how they’re partnering with huge companies and even governments. They’ve built something that's both powerful and flexible, which makes them stand out from a lot of their competitors.
$SUPER MICRO COMPUTER INC(SMCI)$ I can't predict the future, but I'm still confident SMCI will be $70 in the next month or two and $100 eventually. Hold me accountable.Fair Value is $155-$205 based on 2026 guidance. The stock is currently $39.Every share Retail sells is being bought by Smart Money who understands this. 🐳Eventually, the market will calm down, and the investors will realize how low the SMCI’s valuation is relative to its fundamentals.Relative strength!
$Palantir Technologies Inc.(PLTR)$ I was dismissive of the past run up in Palantir due to its potential over reliance on government contracts. The more I learn about them the more I see them dominating in the private sector as well. I don't see DOGE cuts impacting them. If anything, it will help Palantir. It will take time, but I believe they will grow to support an even bigger valuation. I have begun building a position in this stock.
$SUPER MICRO COMPUTER INC(SMCI)$ the market is definitely setting up for some huge opportunities right now! If you're looking at SMCI, it’s shaping up to be one of the best trades of the year. Based on the financials, the discounted cash flow model, and the 10-K filings, there’s a lot of potential here. The numbers are solid, and the intrinsic value is pegged around $104.80, which is really promising. Considering the current price point and the upside potential, we could be looking at a 3x to 4x opportunity. That’s pretty rare in this market, so if everything plays out as expected, SMCI could really take off.
$Palantir Technologies Inc.(PLTR)$As we move into a data-driven future, Palantir’s role is becoming increasingly relevant. Investors keeping an eye on tech developments should consider how the company’s expanding influence will impact market dynamics. The potential for substantial gains makes Palantir an enticing option for forward-thinking investors.PLTR will be one of the big beneficiaries of Project Stargate, a $500 billion infrastructure project recently announced by the Trump administration. PLTR is poised to be a major beneficiary of the federal AI spending "tidal wave" with the Trump Administration's Stargate initiative.Couple this with the hundreds of millions of dollars that PLTR will benefit from Elon Musk’s DO
$SUPER MICRO COMPUTER INC(SMCI)$ I am accumulating SMCI for the long-term. We are feeling how it breathes everyday, and when the bears and bulls are still mingled together and even in the same persons’ minds, it will not be calm. We obviously know that profit taking can turn bulls into bears but it should not be happening at this level if not because of factors that will fade and are not controlled by the SMCI. Its fundamentals, which have a strong upward trend, will not fade, at least not in the next year.
PLTR dropped from 120 to 90, but here's 10 facts to reassess
$Palantir Technologies Inc.(PLTR)$ Dear PLTR investors, I get it, falling from 120 to 90 in a few days is not a pleasant experience, but here are 10 facts that will put everything in the right perspective for you. 1) Palantir is up 18% over the past 30 days, even after this drop in price.2) we had an influx of traders, speculators and all sorts of trash pile in to the stock 3 weeks ago, taking it from $83 to $124 for no reason except hype. The good news that they have all left, and we are back to where were were 3 weeks ago. Nothing really happened except the circus coming and leaving town. 3) $89 per share now, and may drop further as the trash traders clear out of the stock, but everyone who started buying and dollar c
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI's PE of 19 is just too cheap, especially as its business is intact and demand is robust. An analyst with no obsession with the Hindenburg accounting drama would give a PT of $70+.SMCI's FY2025Q4 will show the revenue surge due to $NVIDIA(NVDA)$ Blackwell activities, which will give full visibility to the fundamentalsThe bottom line is that on the net, we should see all sorts of positive developments create new momentum for SMCI, and the opaqueness and the unfortunate disruption to its precious two momentum phases are fading and will fade soon.Long SMCI, and good luck to SMCI bulls!