To The Moon

$Tesla Motors(TSLA)$ The Tesla Semi could end up being the biggest profit driver for TSLA.

$Tesla Motors(TSLA)$ Everyone's watching how it tends to drop back down the next day, so a lot of people are loading up on puts. But this time it might actually keep going.

$NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Palantir Technologies Inc.(PLTR)$  $Apple(AAPL)$  $Boeing(BA)$  Time for the Santa run to begin.

$NVIDIA(NVDA)$ These two have spent years calling bulls delusional, yet NVDA has gone up every year. Hard to say who the real delusional ones are.

$NVIDIA(NVDA)$ Why would I sell a stock that has been up in 11 of the past 13 years and is on pace for more gains with 70% growth in 2028? I don't see a reason to give this one up.

$Palantir Technologies Inc.(PLTR)$ PLTR is now trading at 51 times expected free cash flow for 2027, even though Palantir has the highest growth and profit margin across software. At current prices, the stock looks particularly attractive versus peers like Snowflake and CrowdStrike.

$Palantir Technologies Inc.(PLTR)$  Palantir sits on roughly $9.4 billion in cash, cash equivalents, and short-term U.S. Treasury securities. When the Fed raises rates, Treasury yields climb, and instead of watching that cash get eaten by inflation, Palantir generates substantial risk-free interest income simply by holding government securities. That interest income flows straight into net income, which supports overall earnings per share. Higher rates might initially pressure the stock through algorithmic selling of high-multiple software names, but the underlying business becomes more of a fortress. While weaker competitors risk running out of capital or going under, Palantir can use its cash pile to keep inve

$SELLAS Life Sciences Group Inc.(SLS)$ For $NVIDIA(NVDA)$  shareholders and investors who keep wondering about the proliferation of bots and the zillion troll handles, then end up engaging with them and reposting the original junk posts. A good proportion of these handles have no one behind them. You are debating mirage accounts, and by reposting the bot posts as an actual person, you are giving more exposure to the junk. The content itself is not important. The goal is to make the board irrelevant and ensure useful posts get pushed down. The only correct response is to put a note directly against the post saying you are blocking, then block the handle. Do not repost it. Do not live in the past.

$NVIDIA(NVDA)$ Both gaps above are telling me the same thing: the 202s. Do you see the potential symmetry? The green zone is where I'll be loading up.

$NIO Inc.(NIO)$ Market cap around $7.5B, available liquidity around $8.4B, TTM revenue around $17B, and P/S around 0.45x. Meanwhile $Tesla Motors(TSLA)$  trades around 14x sales. NIO arguably builds better-looking, more luxurious cars and SUVs, grows faster, and the market basically values the whole company below its cash pile. At this point, are investors buying an EV company or is NIO giving away the cars for free with the cash?