To The Moon

$Palantir Technologies Inc.(PLTR)$ Looking at the historical returns, there's been massive volatility. The year-to-date performance for 2026 is down -29%, which looks like a consolidation phase after those huge multi-bagger runs from 2024-2025. It's finding some local support around the $125-$128 zone. I'm expecting a technical bounce early next week as sellers get exhausted. The long-term structural uptrend is still intact, at least from my view.

$Advanced Micro Devices(AMD)$ The stock is still in a very healthy uptrend. It's a matter of patience.

$Palantir Technologies Inc.(PLTR)$  Sometimes, when you zoom out far enough, the company's story and the stock price just don't line up. Five years ago, it was basically: government contracts, slow commercial traction, just barely breaking into profitability. Fast forward to now: it's a global AI/data infrastructure player, commercial adoption is scaling fast, there's cash on the balance sheet, and consistent profitability is showing up in the numbers. Same ticker… but a completely different business profile underneath it. Price will always move with sentiment and positioning, but the underlying shift in the business is what actually compounds over time.

$NVIDIA(NVDA)$ Physical AI stocks are having a strong day. I'm not going to overhype it, but this narrative is clearly starting to pick up more attention again. Nvidia CEO Jensen Huang said, "The next frontier of AI is physical AI. AI is now beginning to understand the laws of physics." What I'm seeing in the market: More flow into robotics and real-world AI names. The "Physical AI" theme is getting re-priced across multiple stocks. Nvidia is still at the center of that narrative. Why it matters: We're slowly shifting from AI that lives in data centers and screens to AI that actually interacts with the physical world, like robotics, automation, and embodied intelligence. That's the part traders are starting to lean into.

$SpaceX(SPCX)$ Competitor moves overnight. Small-cap momentum remains strong, with $Rocket Lab USA, Inc.(RKLB)$  up 16%. $Palantir Technologies Inc.(PLTR)$  is holding steady amid the AI rotation. $NVIDIA(NVDA)$  continues to lead the sovereign AI narrative and liquidity flow. Some strategies are rebuilding cash buffers while prices stay firm. July seasonality tailwinds are starting to show in positioning. My full market outlook and watchlist are updated for today.

$BlackBerry(BB)$ The only chart you need for BB right now. It's no longer just the old CrackBerry phone brand. Target $100, almost $60B market cap, I think that's a possibility. QNX RT-IOS is ISO 26262 certified. Shorts could be in for a tough time. $Wendy's(WEN)$ 

$Advanced Micro Devices(AMD)$ A big call buyer just stepped in. That last push with three green candles came with million-dollar call buying on the $530C 07/02/26 contract. The contract premium is now over $20 million, with ask volume leading bid volume—buyers are clearly pressing into strength. Meanwhile, AMD is trading near $540, up 3.48%, with net call premium staying strong today. This is the type of flow you don't ignore.

$Advanced Micro Devices(AMD)$ Shorts are losing their power at $538.50!

$Advanced Micro Devices(AMD)$  Consolidation at $520 is a gift. The market is shifting from pure GPU hype to pricing in massive enterprise AI dominance. If the next earnings deliver, today is just the warm-up.

Founder-led companies often outperform those that aren't. Here are a few from my top 20 list: 6. $Palantir Technologies Inc.(PLTR)$  | Alex Karp 7. $Bloom Energy Corp(BE)$  | KR Sridhar 8. $CoreWeave, Inc.(CRWV)$  | Michael Intrator 9. $AppLovin Corporation(APP)$  | Adam Foroughi 10. $Spotify Technology S.A.(SPOT)$  | Daniel Ek I'm invested in some of these. A major advantage is their ability to stay focused on long-term strategy rather than optimizing for the next quarter. Alex Karp continues to position PLTR at the center of AI and government software. KR