To The Moon

$Meta Platforms, Inc.(META)$ The stock's action over the last day is quite telling. It was showing bearish sentiment on Stocktwits just yesterday, and then the price shot up in pre-market while many retail investors were still cautious. These kinds of moves often happen when they're least expected.

$Surf Air Mobility Inc.(SRFM)$ The market is suddenly realizing that SRFM is no longer just a capital-intensive aviation company. Through its partnership with Palantir ($Palantir Technologies Inc.(PLTR)$ ), it's transforming into a high-margin software platform (SaaS) for the global private aviation sector. The recently announced Wheels Up deal ($12 million) clearly validates this model. Sales-related risk is dropping significantly, thanks to Palantir's go-to-market support.

$Palantir Technologies Inc.(PLTR)$ I think this is heading to $350.

$Oracle(ORCL)$ Three straight weeks of almost daily 5% drops… I never thought I’d witness something like this.

$Palantir Technologies Inc.(PLTR)$  Burry covered half of his Palantir short. So the price bottom is probably near or over.

$Palantir Technologies Inc.(PLTR)$ Michael Burry just said in his newsletter that he closed his short position on Palantir PLTR. He's not short it anymore. He's scared!

$SPDR S&P 500 ETF Trust(SPY)$ These wild swings in tech look like some hedge funds having to sell winners to chase what's hot now, like the MU trade and OpenAI developments. For investors, it's really a buying opportunity because they're just overdoing the moves in these established tech names. Not pleasant, but you can understand it.

$Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$  Hang in there, bulls. Nothing's changed. The correction is almost over. These three giants won't stay down for long. The money will rotate back into hyperscalers soon. Chip stocks can't run on their own.

$Meta Platforms, Inc.(META)$  Reading all the posts from bears and panic sellers, I still think META isn't going anywhere and will be back over 700 a year from now.

$Palantir Technologies Inc.(PLTR)$ Bought at $6.16, sold some at $30 (a bit silly in hindsight), sold some at $170, and sold some at $143. Holding the rest until the wheels fall off. It's been a good run.