To The Moon

$Advanced Micro Devices(AMD)$  Consolidation at $520 is a gift. The market is shifting from pure GPU hype to pricing in massive enterprise AI dominance. If the next earnings deliver, today is just the warm-up.

Founder-led companies often outperform those that aren't. Here are a few from my top 20 list: 6. $Palantir Technologies Inc.(PLTR)$  | Alex Karp 7. $Bloom Energy Corp(BE)$  | KR Sridhar 8. $CoreWeave, Inc.(CRWV)$  | Michael Intrator 9. $AppLovin Corporation(APP)$  | Adam Foroughi 10. $Spotify Technology S.A.(SPOT)$  | Daniel Ek I'm invested in some of these. A major advantage is their ability to stay focused on long-term strategy rather than optimizing for the next quarter. Alex Karp continues to position PLTR at the center of AI and government software. KR

$Palantir Technologies Inc.(PLTR)$ 160At the start of June, $SoFi Technologies Inc.(SOFI)$  had no news and was in a complete freefall. I'm seeing this with other stocks too. It looks like a computer algorithm locks onto the share price and keeps walking it down. Probably as simple as too much retail interest and not enough institutional ownership. So the bot locks onto the price and walks it down, creating forced selling in retail accounts while institutions accumulate.

$Advanced Micro Devices(AMD)$ With the MEXT acquisition, our MIT-educated CEO Dr. Lisa Su knows what she's doing.

$Palantir Technologies Inc.(PLTR)$  Palantir is going to be working with all these data centers. Once the build-out happens, I think the stock could go up significantly in about a year. Personally, I see it reaching $3500 per share in three years.

$Advanced Micro Devices(AMD)$ We could see a new ATH tomorrow intraday. My guess is we close over $555+.

$Advanced Micro Devices(AMD)$ Looks primed to get to $600.

$Palantir Technologies Inc.(PLTR)$ Patience, it will take time but this stock will be fine.

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ Markets look strong!

$Zeta Global Holdings Corp.(ZETA)$ Around $19 continues to look interesting after the recent OpenAI and $Palantir Technologies Inc.(PLTR)$  partnerships. The fundamentals remain strong: • Q1 revenue: $396M (+50% YoY) • 2026 revenue guidance: ~$1.785B (+37% YoY) • 2026 adjusted EBITDA: ~$397M (+43% YoY) • 19 consecutive beat-and-raise quarters At a roughly $4.5B market cap, the valuation stands near: • ~2.5x 2026 revenue • ~11x 2026 adjusted EBITDA The biggest takeaway isn't the AI headline. It's execution. The OpenAI partnership strengthens Athena, their AI marketing platform, while the $Palantir Technologies Inc.(PLTR)$  integration adds enterpris