To The Moon

$Palantir Technologies Inc.(PLTR)$ Palantir just reported a Q2 that honestly blew past expectations on basically every front — revenue, margins, cash flow, and the guide-up. It feels like one of those prints where the enterprise AI adoption story really shows up in the numbers, and PLTR is taking a big piece of it. Revenue came in at $1.935 billion, up 93% YoY and 19% sequentially. U.S. revenue hit $1.573 billion, a 115% jump. The U.S. commercial segment is the standout, at $764 million and up 149% from last year. U.S. government wasn't far behind at $809 million, up 90%. The commercial deal activity is what really stands out. They closed 220 deals worth at least $1 million, 98 deals at $5 million or more, and 73 deals at $10 million or more.

$Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $Marvell Technology(MRVL)$ Today's price action felt like a decent breather, but I really want to see strong continuation from here. Friday's session will be interesting to watch.

$Advanced Micro Devices(AMD)$ AMZN up nearly 10% after earnings, and that is a massive market cap name. If a move like that can happen with something that size, a much smaller cap like AMD could easily see 20% or more if we get any kind of repeat of that strong May run.

$SPDR S&P 500 ETF Trust(SPY)$ Opened around 734, drifted sideways for most of the day, then broke higher in the final 30 minutes to close at 738. After hours, $Apple(AAPL)$  and $Amazon.com(AMZN)$  helped push it to 741.

$Advanced Micro Devices(AMD)$ Oil, the Fed, Korea — these are some of the notoriously bad months for markets. I wouldn't be adding here, AMD or otherwise. I also wouldn't be selling. Fundamentals and earnings haven't changed. I don't expect AMD earnings to be some kind of magic bullet, and it helps to keep the bigger picture in mind. By late August, summer wraps up, traders return, kids are back in school — that could set up a solid buying opportunity, similar to what we saw after the DeepSeek drop and the April tariff sell-off. The media is feeding off the semis declining and amplifying the panic. Yes, AMD and MU had parabolic moves. Is it over? No way. I do have a lot of money on the sidelines, but I sold my Micron and SOXL with big gains. I

$Apple(AAPL)$  Apple just crossed a historic milestone and took back the top spot as the world's most valuable company. It's now only the second company ever to surpass a $5 trillion market cap, sitting roughly 6% larger than Nvidia at the moment. The long-term numbers are pretty staggering too — a $10,000 investment in Apple stock back in 2003 would be worth about $15.5 million today.

$Apple(AAPL)$ Apple has gained around 52% over the last year and roughly 122% over the past five years, averaging about 24% per year. The combination of its massive customer base, strong products, focus on security, and wide moat makes me think future growth is likely. I've held Apple shares for over 20 years, and it's helped secure a comfortable retirement. It's a good reason to stay long-term—own it, don't just trade it. Does this mean there won't be problems ahead? Of course not. But I believe Apple will learn from its missteps and remain a solid long-term investment. After looking at some of the iOS 18 beta reviews, it feels like they're on the right track.

$Ondas Holdings Inc.(ONDS)$ Targets for this week are $9.20, with a breakout over $10.50 potentially leading to a move into the $12 to $15 range, if there's enough conviction to push it there. $Kratos Defense & Security Solutions(KTOS)$  $Advanced Micro Devices(AMD)$  $Unusual Machines Inc(UMAC)$  $Red Cat Holdings Inc.(RCAT)$ 

$Advanced Micro Devices(AMD)$ I usually don't invest in individual stocks, but when I do, my picks tend to be $Micron Technology(MU)$  and AMD.

$Apple(AAPL)$ That pullback forming a lower wick above the 5 level looks positive on the daily chart. On the minute chart, you can see the uptrend that started around 2 PM. It's a good example of why checking shorter timeframes can be useful. The open looked manipulated and bearish, but the recovery was solid. Overall, it turned out to be a bullish session.