$Opendoor Technologies Inc(OPEN)$   Probably some of the best analysis on $OPEN 

$Palantir Technologies Inc.(PLTR)$   Palantir’s post-earnings selloff—despite reporting “good” numbers—is not unusual in high-multiple, narrative-driven stocks. What you’re seeing is a mix of valuation mechanics, expectation mismatches, and positioning unwinds rather than a simple “bad earnings” story. ⸻ 1) The core issue: expectations were already priced in Palantir has been one of the most momentum-driven AI names. Leading into earnings, the stock had already priced in: * Strong revenue growth (especially U.S. commercial) * Continued AI platform (AIP) adoption * Margin expansion narrative When a stock trades at a premium multiple (often >20–30x forward sales at peaks), the bar is not “good results”—it’s “e

$NuScale Power(SMR)$   ⚡️ price target 60$ Capacity factor (how often a power source actually produces energy): • Nuclear: ~91% • Solar: ~24% • Wind: ~34% Same grid, completely different reliability. While solar and wind are critical pieces of the future, they are intermittent. Nuclear, on the other hand, runs almost nonstop. And that matters now more than ever. We’re entering an era driven by: • AI • Data centers • Electrification All three demand constant, scalable, baseload power. That’s where nuclear steps in. — 📊 The mar

$Navitas Semiconductor Corp(NVTS)$ 

$GigaCloud Technology Inc(GCT)$  

$Lyft, Inc.(LYFT)$