$Palantir Technologies Inc.(PLTR)$ AIP is proving to be a game changer for commercial revenue. While governments remain the cash cow, adoption in the private sector is moving faster than expected.
$Advanced Micro Devices(AMD)$ The $1 trillion market cap mark, around $613.40 per share, could be reached soon. The company is advancing in AI and has upcoming earnings catalysts.
$Palantir Technologies Inc.(PLTR)$ The weekly uptrend is still holding. So far, every pullback has found buyers before the structure breaks. It's worth keeping on the radar here.
$Palantir Technologies Inc.(PLTR)$ The recent price action doesn't really line up with the geopolitical situation. I think it could move toward $160 before the next earnings report.
$Palantir Technologies Inc.(PLTR)$ We used to wonder if we could get deals at all. Now the question is when the deals will stop coming. The answer seems straightforward: when we dominate the market.
$Advanced Micro Devices(AMD)$ Volume is super low, which is pretty much what you'd expect during a shortened trading week. The stock is at all-time highs and even set a new ATH this week. It's pretty amazing. For weeks, a lot of people were calling for a big dump on AMD, saying it was going to sink to the bottom of the ocean. Some were calling for $200, $300, or $350, but here we are...
$Palantir Technologies Inc.(PLTR)$ Starting to see a pretty uncommon pattern forming at the lower end of the LRC that could potentially go parabolic. It's currently in what looks like an Impulse Elliott wave 1, which would be just the first of five upward waves. The Squeeze indicator is moving into the yellow buy zone, and the TD Sequential Demark setup is only showing a bullish count of 2—it would need to hit a 13 for any kind of pullback to be on the table. The idea is to follow the charts and the setups, positioning for where things are headed next. The math seems to be lining up.
$Palantir Technologies Inc.(PLTR)$ Now stacking multiple strategic wins across both defense AI and commercial verticals. Deepening collaboration with NVDA on sovereign AI deployments for US government agencies, leveraging AIP, ontology layer architecture, and Nemotron models for secure inference in controlled environments. At the same time expanding partnership with SRFM to support SurfOS aviation platforms, pushing into real-world private air mobility infrastructure. • Secure, auditable AI systems designed for classified environments. • Expanding engineering depth into aviation and mobility stack. • PLTR and NVDA alignment strengthening the "controlled AI infrastructure" thesis. This is less about headlines and more about ecosystem lock-in a
$Palantir Technologies Inc.(PLTR)$ The $120 calls expiring July 10th went as high as $4.00 today before settling to close at $2.36, up 26% on the day. I missed the morning spike. That's the problem with not having the time to watch the market all day. But if it continues to run, I might let the 20 contracts (2,000 shares) expire and pay $120 per share, which would lower my average cost. However, if I see another spike like today's... I'll sell the options. Could always buy back at a lower price later.