To The Moon

$Palantir Technologies Inc.(PLTR)$ Why this partnership is a major catalyst: It unlocks a massive hardware pipeline. Dell's AI orders have surged to tens of billions, largely driven by organizations rushing to build private AI environments. Every major enterprise buying Dell's AI infrastructure is now a pre-qualified, accessible customer for Palantir.

$Palantir Technologies Inc.(PLTR)$ This could bounce just from shorts covering. It's way oversold. I sold LEAP puts at the $125 strike, enough for 2,000 shares. Premium received was $70K, which would put the average cost per share at $90 by Dec 2028. I'd take that in a heartbeat. But what will likely happen is I'll close them out after Palantir rips back up. Win-win.

$Palantir Technologies Inc.(PLTR)$  If this actually goes under $100, I might consider buying more, because I believe the upside is worth it.

The U.S. Army has selected $Palantir Technologies Inc.(PLTR)$ 's Foundry as the cloud data layer baseline for NGC2, its highest-priority command-and-control modernization program. Foundry will integrate with Anduril's Lattice as the tactical data layer to support future AI-enabled applications. A significant macro win for defense tech.

$Palantir Technologies Inc.(PLTR)$ I added a new starter position today. In my opinion, the gap still needs to fill, but I'm buying at oversold levels with RSI 40 and previous support at $130. Argus upgraded to a buy rating with a new potential price target of $190. Patience is required.

$Palantir Technologies Inc.(PLTR)$  Really strong close.

$Palantir Technologies Inc.(PLTR)$ This reminds me of NVDA in 2022. Palantir has a fortress balance sheet.

$Palantir Technologies Inc.(PLTR)$  Enterprise AI demand for Palantir remains very strong. The commercial opportunity is still being underestimated. AIP adoption is accelerating. The company remains one of the primary beneficiaries of the AI buildout.

Usually, it's during these pullbacks that the next winners reveal themselves. Here are the four setups I'm watching closely right now: $SoFi Technologies Inc.(SOFI)$  CEO is buying shares on the inside while the stock is down nearly 50% from its highs. The weekly chart structure is starting to flip bullish again, and the sentiment feels washed out. $CoreWeave, Inc.(CRWV)$  Still one of the most overlooked names in AI infrastructure. Massive backlog, connection to Nvidia, and the chart looks like it's building energy for another leg higher. $Palantir Technologies Inc.(PLTR)$  Probably still the cleanest pure-play AI software trend in the market. Tig

$Palantir Technologies Inc.(PLTR)$  Watching this while holding $148 calls