To The Moon

$Tesla Motors(TSLA)$ rebounded back. Let's see if it can test the 400 dollars range again. 

$Palantir Technologies Inc.(PLTR)$ still holding on

$Palantir Technologies Inc.(PLTR)$ still holding strong 

$NVIDIA(NVDA)$ not too bad

$Advanced Micro Devices(AMD)$ good trade. Been accumulating since last year

$Palantir Technologies Inc.(PLTR)$ been a long time coming. Hoping it can break past 200.

$Tesla Motors(TSLA)$ definitely one of my core convictions. Excited for the incoming I robot event. But that being said, expect for the stock to drop like a rock during the event. 

Please go and watch 2024 cnbc interview with Alex karp about shorts. He said he loves burning the short sellers. Like almost nothing makes a human happier than taking the lines of cocaine and away from these short sellers who are going short on a truly great American company. They just love pulling down great American company so that they can go and pay for their coke and the best thing that can happen to them is they will provide and lead their coke dealers to their home after they can't pay their bills. Do your thing and palantir will do theirs. History will repeat itself. 

$100

The Trade desk: opportunity or a trap You may or may not have seen it, but The Trade Desk (TTD) released its earnings yesterday. The stock crashed by about 30% after the market and it's down even more after multiple downgrades from analysts today. It's now trading at $54 I know this creates uncertainty and that's why I wanted to be fast with this analysis. Because I know you want to know: What really happened here? Is it an opportunity or a trap? Let's have a quick look at the numbers first. The Numbers Revenue: +19% YoY to $694M, a beat by $8M Operating Margin: 17% (+1pp YoY) Adjusted EBITDA: $271M, 39% margin (-2pp YoY but +1pp vs. guidance) Non-GAAP EPS: $0.41, a beat by $0.01 Customer Retention: >95% for 11 consecutive years Channel Mix: CTV 47.5%, Mobile 35%, Display 12.5%, Audio 5