To The Moon

$Palantir Technologies Inc.(PLTR)$ Logged on today and noticed the bears have gone completely silent, which isn't surprising. After years of nonstop FUD calling PLTR an overvalued, overpriced, bloated bubble pig meme stock that's unsustainable, the growth numbers are smothering the noise. Alex Karp raised the bar on the earnings call a month ago, driving the entire company toward the same blistering pace as U.S. commercial at 134%, which puts PLTR on a path to $19B revenue by end of 2027. Deals and customers keep accelerating weekly, growth rates are still climbing, 93% overall and 149% U.S. commercial last quarter. The Mag 7 and hyperscalers are pouring massive capex into AI infrastructure that desperately needs what only Palantir delivers.

AMD is back on traders' screens as semis catch a bid, and Micron's DDR5 validation work adds another catalyst. If you're trading the move, AMD exposure isn't limited to the stock itself. These ETFs carry some of their largest portfolio weights in $Advanced Micro Devices(AMD)$ : $Amplify Video Game Leaders ETF(GAMR)$  at 9.58%, $TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF(TMGN)$  at 9.51%, $Virtus Zevenbergen Innovative Growth ETF(ZINN)$  at 6.52%, and $Kurv High Income ETF(KYLD)$  at 6.23%.

$Advanced Micro Devices(AMD)$ Bring on the rate hikes. This doesn't change the AI narrative. EPS is still heading to 30 over time.

$Palantir Technologies Inc.(PLTR)$  PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.

$Advanced Micro Devices(AMD)$  The impulse rally from the Sept 03, 2026 low is pushing toward the 553–580 zone before profit-taking and the next pullback can play out. The latest take keeps the bullish path in focus while leaving selling off the table.

$Palantir Technologies Inc.(PLTR)$ Where are the bulls? I miss the hopeful banter about this overpriced tech that keeps popping. I hope it makes a run soon. I'll be buying more PLTZ. I love this stock. Cheers.

$Advanced Micro Devices(AMD)$ AMD is absolutely ripping. Up 6.5% to around $509 while the broader market is red. S&P 500 and Nasdaq are both around -0.5%, oil is pushing toward $100, yields are elevated, and the broader market is under pressure. Yet AMD is showing massive relative strength on a strong day for semiconductors. This is exactly the kind of price action you want to see from a high-conviction holding. Still my largest position. Still extremely bullish.

$Palantir Technologies Inc.(PLTR)$ The interesting part is that Thiel laid out the playbook for PLTR in Zero to One, but it seems like nobody reads anymore.

$Palantir Technologies Inc.(PLTR)$ This week should be a blockbuster. There's a lot of very positive sentiment coming out of Karp's interviews during the G7, and word is the Bootcamps are overflowing with new customers. Karp is a true genius of a CEO with an AI growth vision that is the envy of many. Palantir's trajectory to be the #1 AI company on the planet is right on course. It's where Amazon was 20 years ago, revving the engines and just getting started.

$Advanced Micro Devices(AMD)$  is still in a long-term bullish trend, but the stock is consolidating after its substantial advance. Short-term momentum has cooled, with RSI near neutral and price moving around the short-term averages. Key support sits at $460–$470, while $510–$525 is the critical breakout area. Holding above support keeps the bullish structure intact. A breakout above $525 could open the way toward $550–$575.