$Palantir Technologies Inc.(PLTR)$ There's a chance big money rotates back into PLTR. Quarter after quarter, they keep proving they're still second to none in agentic AI. While some weaker hands panic, the market action continues to reward solid execution.
$Tesla Motors(TSLA)$ Tesla still can't make enough Model Y Performance units to meet demand, and now they're about to launch the Model YL. This longer version seems to have a lot of pent-up demand already.
$Palantir Technologies Inc.(PLTR)$ 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.
$MasterCard(MA)$ 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.
$NVIDIA(NVDA)$ 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