$Palantir Technologies Inc.(PLTR)$  Next stop is 250. The bears have seen this play out many times already.

$Palantir Technologies Inc.(PLTR)$ BTW, we're on the verge of hitting the psychologically important $200 threshold and having another UNCOLA moment.

$SpaceX(SPCX)$ This reminds me of the old $Palantir Technologies Inc.(PLTR)$  days, which I made a truckload on. Revenue in the low billions but worth hundreds of billions. SPCX revenue in the low billions but worth over $2T. One thing I'm certain about though is the monopoly angle, commanding 80% of the orbital launch market share for now. Starlink is virtually a monopoly, and buying into a monopoly early can pay off later on.

$Palantir Technologies Inc.(PLTR)$ Let's get the momentum back and take this to 197.

$Infleqtion(INFQ)$ Ready for this to blast off. Incredibly oversold, triple or even quadruple bottom on the chart. And what is this price even, 8 bucks after everything that happened since it went public? Including appearing at the White House with Trump alongside the CEOs of IBM and GOOGL? Won a NASA contract of 20 million, followed by an additional 20 million? The only quantum firm with full 100% organic quantum revenue? An A-star team with Matt from Wall Street as CEO and Pranav, the multi-quantum modularity scientist who won the highest distinction, together with Dana and Paul Lipman? Zero debt with over 500 million in cash held in corporate bonds? An actual working quantum product, sensors, generating revenue right now instead of waiting

$Palantir Technologies Inc.(PLTR)$ Maybe this is the last chance for shorts to cover below $200.

Not thrilled to see $NEBIUS(NBIS)$  and the other tech names I'm holding drop, including $Hut 8 Mining Corp(HUT)$ , $DigitalOcean Holdings, Inc.(DOCN)$ , $Palantir Technologies Inc.(PLTR)$ , and APLD. Still, I picked up 275 NBIS shares at $36 each and I'm holding long term. Not worried. This stock is a monster.

$Palantir Technologies Inc.(PLTR)$ Quick story about conviction. Long story short, I was at one point down nearly 500k on ESPR. I stuck to my conviction on the thesis that they were a real company and would eventually get bought out. They did. I rode it all the way down and back up, and I did very well. Some of my fellow $Esperion Therapeutics(ESPR)$  holders got screwed, some did not. $Ondas Holdings Inc.(ONDS)$  is no different. I'll ride it as far down or up as it goes. Where I will exit is TBD, but one thing is for certain: I will never capitulate. Down 70k as of now is what it is, all relative. $Ondas Hol

$Palantir Technologies Inc.(PLTR)$ Holding steady. I actually like it when my stock dips like this, just 0.5%-1% before moving up again.

UNH operating earnings came in at $6.6B. That is pretty close to what $Palantir Technologies Inc.(PLTR)$  brings in for a full year of revenue. $Palantir Technologies Inc.(PLTR)$  is sitting at a $500B market cap, while $UnitedHealth(UNH)$  is at $340B. lol.

$Palantir Technologies Inc.(PLTR)$  There's really only one reasonable bear thesis here: that the TAM isn't big enough to support the growth trajectory. I think that's wrong, but at least it's a reasonable opinion. When people say the software is trash, regular, or nothing special, it just makes them look uninformed. Those comments crack me up every time I read them.

$Palantir Technologies Inc.(PLTR)$  If we close green today, I might finally be able to afford some decent ramen tonight instead of the packaged stuff.

$CrowdStrike Holdings, Inc.(CRWD)$ $Palantir Technologies Inc.(PLTR)$  There's been a lot of news around hacks and security lately. These two could be worth watching for the rest of the year and into next year.

$Palantir Technologies Inc.(PLTR)$ We have a 6 year DPO anniversary coming up this Wednesday. The best way to mark it would be showing 200+ by then or before. I think Wall Street is aware of this.

$Surf Air Mobility Inc.(SRFM)$ Palantir is in the building. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Palantir will go past $1,000.00 in 2027-28. I'm being very conservative with that estimate, it'll most likely end up much higher. In the short term, PLTR should reach 250.00-270.00.

If $SoFi Technologies Inc.(SOFI)$  gets to $100, Anthony Noto will start being viewed as the reincarnation of Alex Karp from PLTR. Karp was also disliked back when I held $Palantir Technologies Inc.(PLTR)$  at $6, and now he is beloved just because of stock performance. Haters turn into fans pretty fast.

Why $NEBIUS(NBIS)$  remains my biggest DataCenter play — my updated 2030 price target. Last earnings showed ARR per MW can come in higher than previously thought, and the $Palantir Technologies Inc.(PLTR)$  announcement makes me more confident too. Official $NEBIUS(NBIS)$  guidance is 5GW contracted power in 2026. I personally estimate 4GW active by the end of 2029 at an average of $16M ARR per MW. That puts the base case ARR going into 2030 at $64B. Assuming a 7x ARR multiple, ClickHouse adding another 10% of value, and another full 100% dilution — stock only has half the upside — I get to a $904 stock in 2030.

$Zeta Global Holdings Corp.(ZETA)$ $Palantir Technologies Inc.(PLTR)$  $Snowflake(SNOW)$ Tomorrow could be a strong day for Zeta. It would be even better if the rest of the SaaS names moved along with it.

$Palantir Technologies Inc.(PLTR)$ Price is coiling up nicely here, with the range tightening on lower volume. Buyers keep stepping in on dips and aren't letting it break down. The chart looks ready to make a move if it clears recent resistance. Watching this closely, the setup has legs.