$Palantir Technologies Inc.(PLTR)$  Good job today. We need to keep this going in this direction. The next resistance point is the ATH.

$Palantir Technologies Inc.(PLTR)$ Super Micro has a market cap of 24 billion. PLTR is around 400 billion. Super Micro sells more, earns more, has been in business longer, and isn't dependent on one person. It deserves to be worth 20 times more.

$Palantir Technologies Inc.(PLTR)$ So many $Dell Technologies Inc.(DELL)$  servers running PLTR. The future looks deflationary and abundant.

$Palantir Technologies Inc.(PLTR)$ Palantir is set to deliver eight TITAN systems to the U.S. Army.

$Palantir Technologies Inc.(PLTR)$  106The low came in late June, then it ran to a $188 high by the end of August, up 77% in two months. Right now it's testing the 6-month high. If it breaks above that, $211 is the next Fib target. Support on a pullback sits at $157.

$Palantir Technologies Inc.(PLTR)$ Bottom line up front. I like Palantir, Karp, and the whole Palantir crowd, but a word of caution here. The 3-year chart isn't decisive. Strong recovery, price breaking above MA40, EMA200 still rising nicely. If it breaks through the prior $200 high, that would be a confirmed Stage 2 re-entry. If not, it's back to a Stage 3 distribution attempt. Parabolic stocks need to be watched very carefully. Stochastics in extremely overbought territory is a sign of strength, but that can easily turn into a sell signal if it crosses down below 80. Food for thought.

$NVIDIA(NVDA)$  Some people still seem convinced all this AI spending is a waste of money. Those folks usually end up getting left behind.

$Palantir Technologies Inc.(PLTR)$ Most of the smart shorts have already flipped long. A few still seem determined to fight against their own money, but I'm done warning them. They're welcome to become fuel for the bulls.

$Palantir Technologies Inc.(PLTR)$  It's common in bull markets for stocks right on the edge of the cliff to fail to jump off it. Failed breakdowns often turn into fast recoveries.

$Tesla Motors(TSLA)$ Been riding this upward trendline since the earnings drop at the end of July. Immediate short-term resistance is clearly at the 50 DMA. Tesla's China team denied reports claiming it had emptied its Shanghai data center and withdrawn teams working to prepare Full Self-Driving for the Chinese market.

$Oracle(ORCL)$ $CrowdStrike Holdings, Inc.(CRWD)$  and $Salesforce.com(CRM)$  both went to the moon after hours. ORCL earnings are next, and I'm 99% sure it's about to do the same. $Palantir Technologies Inc.(PLTR)$ 

$Ondas Holdings Inc.(ONDS)$ Someone I follow in London pointed out that the U.S. Army selected Black Sage as a counter-drone protection unit, one of three chosen. Black Sage is a wholly-owned part of DZYNE, which makes it a 100% Ondas company. There was a brief break below 8 that tripped some stops, and that may have been the last low-price entry. Next up is around 9, though first it has to contend with high open interest in calls at 8.50. Ultimately, double digits shouldn't be a problem as a goal for ONDS. Also worth remembering they've been quiet about their relationship with $Unusual Machines Inc(UMAC)$  as well as $Palantir Technologies Inc.(PLTR)$ 

$NVIDIA(NVDA)$ Usually there's a run-up into earnings and then a dip after. This time it looks like the reverse might be happening. A post-earnings rally is my guess, but you never know. I added a little more here and in MRVL. Hope I'm right.

$NVIDIA(NVDA)$  Net flow surging, looks bullish. I would have preferred the $217ish support area, but it could start to turn around here in the short term.

$Quantumscape Corp.(QS)$ Bears are pushing GS to buy up shares just to stay delta neutral. I remember seeing something similar with $Apple(AAPL)$  during Covid and $Tesla Motors(TSLA)$  around that same period. They built a large position while keeping a "Sell rating," then eventually flipped to a buy while still holding those positions.

$Tesla Motors(TSLA)$ Realistically, assuming some kind of power run, I can see a spike above 350, settling the day around 347.78. There is also a chance of an early session spike near those levels, only to settle back down into the tip of the wedge or triangle — whichever it is, if it even is one. A straight down plummet is something I just don't see, though I'm always ready if it happens. Of course, with this thing, you never really know.

$NVIDIA(NVDA)$  Jensen has delivered year after year. Market-beating returns, stock splits, a steady stream of partnerships, smart investments, a new quarterly dividend, and of course top-tier chips and software.

Brookfield has been quietly positioning itself at the center of the AI infrastructure buildout. $NVIDIA(NVDA)$  just announced a partnership with Brookfield, Apollo, BlackRock, Blackstone, Goldman Sachs and KKR to help mobilize over $500 BILLION of third-party capital for AI infrastructure. Brookfield CEO Bruce Flatt put it this way: "Compute is fast becoming the essential layer of infrastructure and a core pillar of the Brookfield AI infrastructure strategy." AI isn't just a semiconductor story. Someone has to finance, build and operate the infrastructure behind it. $Brookfield Corp(BN)$  is becoming one of my favorite ways to play that side of the AI boom.

Institutions are quietly getting more aggressive lately. Two names I've noticed with a noticeable jump in institutional ownership over the past month: $Palantir Technologies Inc.(PLTR)$  and RKLB. Both are seeing a sharp acceleration in institutional accumulation compared to the pace over recent months. That kind of buying is worth watching. When institutions start increasing exposure while momentum is building, the next move can get interesting pretty quickly. $Palantir Technologies Inc.(PLTR)$  and $Rocket Lab USA, Inc.(RKLB)$  are definitely on my radar.

The weekly bull flag has broken out. The levels I'm watching next are 178, 186, and 196. ATH is near 209, and another test doesn't seem impossible if momentum keeps up. $Palantir Technologies Inc.(PLTR)$  pushed higher on Friday with notable relative strength while others sold off. That's something worth paying attention to. The bullish structure remains intact unless we get a weekly close below 145. A pullback into the 156-158 zone that holds could set up an interesting opportunity. Watch the trend develop in real time. More market analysis and trade setups are available on my profile.