$Palantir Technologies Inc.(PLTR)$ It's sitting within nine dollars of its 52-week low. Stocks with this kind of earnings potential usually don't fall below their 52-week lows. I wouldn't be surprised to see it start moving out of this base, especially if the next earnings report is as good as the last few.
$Advanced Micro Devices(AMD)$ The bears haven't figured it out yet. They can short AMD all they want. They'll regret it in a few months. What they're doing is just scalping for small gains. The real profit is in the long-term outlook for AI. Not a day goes by without AI being mentioned in daily life. Google and Meta need to spend more to build out these AI data centers. Who's really missing the point here? The bears or the bulls?
$Advanced Micro Devices(AMD)$ So much capital is being spent on GPUs and CPUs that some companies are even issuing debt to buy more. It will all show up in earnings eventually, but you know the stock tends to run up ahead of that date.
The more I look at $Palantir Technologies Inc.(PLTR)$ , the more I think people are underestimating how sticky those government and enterprise relationships can be. Everyone is focused on valuation. Very few are thinking about what happens if the execution continues for another five years. You don't have to love the stock, but it's hard not to respect what the management has built.
$Advanced Micro Devices(AMD)$ Healthy pullbacks are fine; after a 300% gain, you don't want it to just shoot straight up anyway. Checking the price daily is a bit of a waste of time. I've always liked a fast-growing underdog that's moving faster than Intel and gaining ground on Nvidia. I own both, though. Anything under $500 feels like a gift.