To The Moon

$Palantir Technologies Inc.(PLTR)$ Looking at the longer-term transformation in context, the picture is quite different now. Five years ago, the narrative was still early-stage and uncertain: • Government-heavy revenue mix • Limited commercial penetration • Marginal profitability profile Fast forward to today, and the business structure looks materially different: • Expanded global AI platform footprint • Strong acceleration in commercial adoption • Multi-billion cash generation profile • Sustained profitability with improving scale From a trading perspective, this is a classic example of how narratives lag behind fundamentals during transition phases — the business evolves first, while price discovery often follows in waves. Volatility remai

$Palantir Technologies Inc.(PLTR)$  Here are five stocks I own, ranked. My top pick is TTD. It's my strongest conviction. It's the largest independent ad platform globally, trading at the cheapest multiple in its public history, down 85% from its high while the underlying business never broke. It's growing at 12% with 78% margins, 95% retention, zero debt, and $1.4B in cash. The overhangs are clearing, and August 6th will be the proof. The selling was about the multiple, not the company. Second is ADBE. It's the most hated of this group, repriced low on an AI fear that is actually a tailwind. It's cheap, has massive cash flow, and Firefly is scaling. It's the same mispricing setup as TTD. Third is CRM. Its Agent

Twelve months ago, I flagged a few names as potential trillion-dollar candidates within a decade. $Micron Technology(MU)$  already accelerated much faster than expected, hitting that narrative milestone ahead of schedule. $Advanced Micro Devices(AMD)$  is now positioned as a next-wave contender in that same cycle. Looking ahead, these are the companies I think have the highest probability of joining the trillion-dollar club sooner than most expect: $Palantir Technologies Inc.(PLTR)$  - AI platform layer expanding across government and enterprise systems. $ARM Holdings(ARM)$  - foundational compute archite

$Palantir Technologies Inc.(PLTR)$ Increased my position in PLTR and WEN. WEN has chance of a short squeeze.

One has to realize $Palantir Technologies Inc.(PLTR)$  is no longer a speculative company, but one with profitable services. Many companies have faced similar scrutiny, but it's reasonable to think institutions will pick up shares as retailers exit. If projected earnings are a beat, that can run the stock back up. At the end of the day, it's about making money, and institutions can flip a stock's trajectory and sentiment on a dime.

$Palantir Technologies Inc.(PLTR)$ Burry is called "the boy who cried wolf". His "big short" on the housing bubble was actually way off and early, costing him a lot initially. He did well with Palantir, but honestly not much else is that notable. Plenty of regular traders or investors have had many 5-10X stocks. Anyway, I just think he's highly overrated. Of course, I'm a big Palantir bull and I've bought and sold it many times, doing well with it. Easily 10X on it. I'll hold a core position for a long time unless something makes me bail. It's a clear AI leader, profitable, with an amazing balance sheet, no debt, and massive growth. Not sure where or when it bottoms, and I know it has a high valuation, but that's the price you pay. Stay long.

$Palantir Technologies Inc.(PLTR)$ The stock flipped to long, looks like it's about to turn around.

$Palantir Technologies Inc.(PLTR)$  I'm liking what I'm seeing with PLTR here. It looks like the healthy correction we've been waiting for. With RSI well under 30 now, I have a better idea of what might come next.

$Lumentum(LITE)$  Global spending on AI infrastructure is hitting unprecedented levels, with worldwide AI expenditure forecast to reach $2.5 trillion. Driven by massive hardware and data center deployments, top tech firms collectively plan to allocate between $650 billion and $700 billion in capital expenditures this year alone!

$Lumentum(LITE)$ Seems like a lot of fear-mongering without real tangible evidence. Sellers should be cautious. Don't forget Lumentum's solid earnings/revenue and the strong guidance. These things are hard to deny because the numbers don't lie.