$SpaceX(SPCX)$ will buy up $Tesla Motors(TSLA)$ , and in my view the stock should reach $300 in the near future. That would be roughly double from current levels.
$NVIDIA(NVDA)$ The Musk and Jensen exclusive partnership is something special. I think it extends well beyond AI for many years to come, into robotics.
$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue. There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype. If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$
$BigBear.ai Holdings(BBAI)$ BBAI feels like the $Palantir Technologies Inc.(PLTR)$ of peace, security, and orderly lines. It seems like it should be the gatekeeper here. BBAI as the gatekeeper in general, at least when Sunner runs the rollout through his Ghostbuster tracking model. Planter is almost always Rick Moranis. We are always the lady.
$Palantir Technologies Inc.(PLTR)$ A new winning partnership with Knox, and the AI partnership inroads keep getting bigger and stronger by the week. $250 is right around the corner after the Nov. 2nd earnings.
$Palantir Technologies Inc.(PLTR)$ Don't kill the messenger, but the chart is screaming 125 before EOY. Gap fill, Fibonacci, and the weekly trend line all point to that level.
Elon just said it again: “Tesla self-driving feels like magic.” Paul Graham’s Model 3 FSD experience is going viral too. No controls touched, driveway to parking spot. The unsupervised era keeps getting closer. $Tesla Motors(TSLA)$
$Palantir Technologies Inc.(PLTR)$ No gain today, but it has now closed above last December's all-time high for two straight days. Even the best stocks need time to absorb profit-taking and work through corrections. As long as the long-term trend stays up, that's really all that matters. Nothing to complain about here.
$Palantir Technologies Inc.(PLTR)$ Institutional upgrades could easily push this toward the 215–218 level, especially with shorts getting decimated. Even after the run up, I don't think we've seen the full move yet.
Samsung just posted preliminary Q3 2026 numbers, and they are striking. Operating profit came in at 107.4 trillion won, up 783% year over year, on revenue of 195 trillion won, up 127%. That operating profit figure also beat the analyst consensus estimate of roughly 106.1 trillion won. This marks the fourth consecutive quarter of record operating profit. The main driver here is extraordinary demand for AI infrastructure memory, including high-bandwidth memory and DRAM. For anyone following memory names, this is another notable data point supporting elevated demand and pricing in the space. One thing worth keeping in mind: these are confirmed company-issued preliminary figures. The detailed results, including segment profitability, are scheduled for October 29.