To The Moon

$BigBear.ai Holdings(BBAI)$ I put $500K into $Palantir Technologies Inc.(PLTR)$  and I've been a true bull on it for years. Watched the stock bounce from $5.50 to $14.50 and listened to Alex Karp talk about destroying the shorts. I got in way too late at $15.17. Could have easily had double the shares than the 34,000 shares I owned. Swore I'd never make the same mistake again if I knew what I owned, and that's what led me to BBAI. I know what I own now with $750K invested at a cost basis of $3.07. That tells you I bought initially on the run-up. Also bought a lot more in the $2.20 range. Earnings are going to be mind blowing and forward guidance should let the stock blow past all-time highs. To

$Palantir Technologies Inc.(PLTR)$  It's been a few weeks since I last posted about this. I recommended buying PLTR at $110.5 about two weeks before price reached that entry level. My first exit target was $184.6, where I closed half the position. I moved back to a full long position last week on the dip to $184.6, after the stock has held above that level over the past 5 weeks. There's a decent runway if the market stays bullish and PLTR beats guidance, with the max upside around $304. If it drops below $184.6 again, there's a bounce zone at $169.7 to $182.5 that hasn't been retested yet.

Within the AI trade, Wells Fargo keeps favoring hyperscalers like $Alphabet(GOOG)$ , $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $Meta Platforms, Inc.(META)$ , and $Oracle(ORCL)$ , along with infrastructure software names like $Palo Alto Networks(PANW)$ , $Datadog(DDOG)$ , and $Palantir Technologies Inc.(PLTR)$  over semiconductor buildout. Their view is that those groups got dragged down with chip stocks in the lat

$Palantir Technologies Inc.(PLTR)$ Patience. More blowout numbers expected on November 2nd. Near term doesn't really matter much to me — the performance trend is why analysts have raised their estimates, and institutional accumulation is still going. It's been good watching things unfold. Wish I had more shares, but I'm grateful for what I have, averaged in at $16. I firmly believe Palantir will 2-3x by 2030.

$Palantir Technologies Inc.(PLTR)$ Wall Street has been hesitant to go all in on PLTR over the past few quarters. That's part of why we've mostly been consolidating after the first run from low double digits up past $200. Now they're not just beating and raising, they're beating and raising big, same as last quarter. A dozen quarters in a row of crushing it by huge margins, and at some point the market stops questioning and just starts buying. Wall Street is going to have no choice but to open the floodgates. We've seen this story before, most notably with NVDA. Remember NVDA right before that massive run from around $200 to over $1000 in less than two years? All the networks were sitting there trying to figure out what was going on. That was

$Palantir Technologies Inc.(PLTR)$ The stock is holding a nearby base, which is an encouraging detail for anyone following this name.

$Palantir Technologies Inc.(PLTR)$  Could PLTR move up to $30 with blowout earnings and guidance like last quarter? Maybe. It is a unicorn of one.

$Palantir Technologies Inc.(PLTR)$  I'm not an AI expert, and I assume most people here aren't either. But I can look at what the experts are saying. Think about it for a minute. Would Mastercard sign a deal to resell Rezolve's technology if the product were weak? This is Mastercard. When they make a move, they weigh the trade-offs. Mastercard wouldn't put its name and reputation at risk, or expose itself to liability, if Rezolve's product were anything less than best-in-class. Was it confirmed? Look at Amazon's recent post about it, and you can see how enthusiastic Amazon's expert team is about the value $Rezolve AI(RZLV)$  brings. After all that, why would anyone

$Palantir Technologies Inc.(PLTR)$ Two Palantir tailwinds landed within days. Barclays started Palantir at Overweight as part of its aerospace and defense launch. Ondas also launched Regna AI, built on Palantir, offering mission-specialized AI models to governments and enterprises. Palantir keeps showing up inside other companies' products as the platform layer. $Ondas Holdings Inc.(ONDS)$ 

$Palantir Technologies Inc.(PLTR)$ Bulls are running away with this one. The bull vs bear gauge shows buyers at 40.2, sellers at 9.3, a 30.9 point gap. It closed at $209.05, up 5.2%. Sellers are barely showing up. Is anyone trimming here or just riding it?