$Palantir Technologies Inc.(PLTR)$ Blowout earnings report, and Golden Dome is still on the horizon. As long as you know what you own, you can stay comfortable holding through the noise.
$AppLovin Corporation(APP)$ Omar is the one behind the sell-off. He said there's no credible information about slow growth, yet he gave a 705 target last night. Wall Street is buying APP, MSFT, AMZN, and PLTR. Also, APP over AAPL right now.
$SK hynix(SKHY)$ Market feels like a roller coaster for sure. US economy looks unstable, the Iran conflict is dragging in more of the Middle East, and a tech sell-off might be starting soon. Retail sales are plunging with gas prices staying high. Watching $Broadcom(AVGO)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ DELL. Micron is down nearly 20 dollars now — is that tied to the SK Hynix crash?
$SpaceX(SPCX)$ It's hard to believe all these institutions, funds, and senators lined up and bought this just to get wiped out at lockup expiry. Hard to name another trade that's been this easy. The market is forward-looking, and we've already gone from 225 to 106 — some of that pricing in has likely happened. Pre-IPO lockup also means insiders could sell. The short thesis might need a new angle at this point, especially if Elon ends up merging TSLA and SPCX.
This goes beyond just a data center lease story. Google is reportedly backing up to $44 billion in third-party data center leases tied to roughly 2.4 GW across 10 projects. Why take on that kind of risk? Because they want TPUs to become a real alternative to $NVIDIA(NVDA)$ , and management expects TPU revenue to more than cover the guarantees. $Alphabet(GOOGL)$ just closed around $326.56. If TPU adoption keeps scaling, this could be one of the more interesting AI infrastructure bets hiding in plain sight.
$Baiya International Group Inc(BIYA)$ I actually feel sorry for shorts at this point. The desperation is showing, and it could cause this stock to squeeze higher than ever before.
$SK hynix(SKHY)$ $NVIDIA(NVDA)$ It feels like HBM is turning into a whole different kind of memory cycle. The old boom-and-bust pattern seems to be getting reshaped by NVIDIA's AI roadmap and the steady cadence of new GPU platform releases. Since each new generation of AI accelerators needs more HBM capacity, the demand picture is getting clearer for suppliers like $Micron Technology(MU)$ and SKHY. The question isn't just about memory pricing cycles anymore. It's more about whether AI infrastructure growth can keep pulling supply forward.
$Palantir Technologies Inc.(PLTR)$ The bear thesis has become pretty much irrelevant at this point. The company is on track to hit a Rule of 40 score of 175 with this upcoming earnings report.
$Palantir Technologies Inc.(PLTR)$ Palantir is at a $300B market cap and moving toward $400B. AIP is becoming the real enterprise operating system. Their commercial revenue now rivals government revenue. Bootcamps are driving rapid deal closures. Western defense lock-in looks permanent, and their patents plus cell-level security build a deep moat. Can they hit $400B? Given the growth and margins, it seems possible if AI spending holds.