To The Moon

$NVIDIA(NVDA)$  Bull case versus bear case. Bulls are focused on long-term AI demand, while bears are watching short-term supply adjustments. Personally, I'm leaning toward the bull side. $250+ is coming.

$Zeta Global Holdings Corp.(ZETA)$ The company is showing deep enterprise validation through a heavy partnership cadence: OPENAI on ads, $Snowflake(SNOW)$  on Open Semantic Interchange, and now $Palantir Technologies Inc.(PLTR)$  Foundry integration—which management projects could add $100M+ in annual ARR. 19 consecutive beat-and-raise quarters at around 50% YoY growth. The valuation gap might close soon.

$Palantir Technologies Inc.(PLTR)$ Technically, there's little support until 93. The risk/reward looks favorable at these levels. I'll consider adding if it's still around here or lower in two weeks.

$Tesla Motors(TSLA)$ Some people are just full of hate rather than appreciation, to the point where they can't think intelligently. I mean, even those who dislike Elon Musk, if they have any intellectual capacity, would recognize that he's working to create a better and safer place for everyone. Like any product or anything in the world, Tesla will have an issue here or there, but the fact remains that Tesla cars are not only safer, but FSD is safer than human drivers, and it's not even close. The recent claim shows videos of a car flying down a residential street, but there's no way FSD would ever drive that fast in such an area. Of course, the driver would say that to try and avoid manslaughter charges. Is FSD perfect? No, but again, it's w

$NVIDIA(NVDA)$ Bidders need to push the price up to invalidate the head and shoulders pattern. Reclaiming the 50-day moving average would be a positive step, giving them a chance to break the neckline. Even after the chip stock run-up, the valuation suggests there's still upside here.

$Tesla Motors(TSLA)$ It's sitting right at the weekly pivot. If it holds $400, I think it'll break through all resistance. If it doesn't hold $400, it could drop to $369 by the end of the week. It seems pretty clear that Musk's whole strategy, to somehow work out new rules with the SEC for the SPCX IPO and give retail the exclusive float, was to stimulate the move for Tesla. SPCX provided enough exit liquidity to take out the 0 DTE CBOE flippers who play both sides. Tomorrow, those gamblers should be out of this ticker.

$Palantir Technologies Inc.(PLTR)$ Premarket action doesn't mean much. In the long run, the bears are just embarrassing themselves. Zoom out—90% of the price targets are above $180, and revenue is growing exponentially. If you actually have conviction, why worry about anything under the weekly chart?

$Palantir Technologies Inc.(PLTR)$  I'm holding NVDA and PLTR. AI remains one of the strongest long-term themes I see. There will be corrections along the way, but the broader trend still matters.

$Palantir Technologies Inc.(PLTR)$  PLTR is showing some solid numbers lately. Revenue grew 85% year-over-year, which is their highest growth rate yet. US revenue jumped 104%. GAAP net income reached $871 million, a 54% net margin. Adjusted free cash flow came in at $925 million, a 57% margin. Their 2026 revenue guidance is now $7.6 billion, implying a 71% growth rate. On top of the existing partnerships with AWS, Azure, and Oracle Cloud, they've added a new one with Google Cloud.

$Palantir Technologies Inc.(PLTR)$ I see PLTR as a voting machine in the near term and more of a weighing machine over the long haul. Their multiples keep coming down each quarter despite the crazy growth. Karp's talking about 100% growth by 2027… judging by his track record, I don't think he's someone who throws that out lightly, so I actually have confidence in that target. If they can also grow 100% in 2028, then… this looks like a bargain. PLTR's PEG is around 1.12, right? That's not insane when you look at some of the Wall Street SaaS darlings with PEGs like 4-5x PLTR's, and they're growing at a tiny fraction of PLTR's pace. If we were valued at their PEG, this stock would be north of 400-500.