$AbCellera Biologics(ABCL)$ $AbCellera Biologics(ABCL)$ 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.
$Ondas Holdings Inc.(ONDS)$ 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.