$Ondas Holdings Inc.(ONDS)$ Looks like it's getting ready to break out. The partnerships with LMT and PLTR are the kind of thing that tends to grab attention. The bear case still seems stuck on what this company was over a year ago, and that's starting to feel pretty outdated.
$Oracle(ORCL)$ The algos look pretty smart here. They're keeping ORCL chopping right around $150, which looks like it's designed to bait shorts into thinking $150 is resistance. Once enough of them take the bait, a single big green candle could rip this straight to $165.
There's been a noticeable shift in institutional ownership lately on $Palantir Technologies Inc.(PLTR)$ and RKLB. Both names are seeing institutional ownership move higher, and the pace of accumulation looks much stronger than it did in recent months. That's the part I'm watching. Retail usually notices the price first. Institutions often start positioning before the bigger move becomes obvious. If this accumulation trend continues, I'd keep both $Palantir Technologies Inc.(PLTR)$ and $Rocket Lab USA, Inc.(RKLB)$ firmly on the radar.
$Palantir Technologies Inc.(PLTR)$ It's getting harder to ignore. Going from roughly $120M in annual profit in 2023 to a projected ~$11B by 2028 sounds almost ridiculous on paper, but the bigger story is what AIP is becoming inside large enterprises. It's not just another AI tool. The pitch is that companies can use AIP as the layer connecting their data, models, workflows and decisions while still keeping control of what they build internally. The Q2 numbers are what caught my attention: NDR hit 157%, U.S. commercial TCV reached $2.1B, and Palantir closed 220 deals above $1M, including 73 above $10M. That tells me adoption is getting deeper, not just wider. Valuation is still the big question for me.
$NVIDIA(NVDA)$ Nvidia is less than 10% from its all-time highs. It might not happen today, tomorrow, or next week, but new all-time highs will come eventually.
Four months from now, these could be the kind of names that shift a portfolio. A few that stand out to me right now as solid buy-and-hold setups: $APPLIED DIGITAL CORP(APLD)$ — datacenter buildout for AI tenants, with leases converting to revenue. $Aehr Test(AEHR)$ — burn-in test for AI chips and silicon carbide. $Applied Optoelectronics(AAOI)$ — optical modules, where hyperscaler qualification wins can move the stock. $Broadcom(AVGO)$ — custom accelerators plus networking, probably the closest thing to Nvidia. $Palantir Technologies Inc.(PLTR)$ — A