I’ll tell you why Burry’s $Palantir Technologies Inc.(PLTR)$ short won’t work.Actually, no PLTR short will work soon.Those who are shorting the stock are the same idiots who shorted Bitcoin at $50k.They don’t understand the nature of it.PLTR isn’t about fundamentals or valuation, it’s an accord between the retail investors and the company.Retail trusted it to be a vehicle for the redistribution of wealth.They put their money in the stock, and never sold regardless of fundamentals, valuation etc, so the stock has consistently gone up.Management accepted this as they are also mavericks, they remained loyal to the accord by not doing something stupid like fraud etc.As the business also performed well, traders and institutions joined, creating immense

MY 5 BIGGEST TAKEAWAYS FROM $Advanced Micro Devices(AMD)$ ANALYST DAY 1. The pivot is official that AMD it’s building a platform with a goal is to sell full AI infrastructure: silicon, interconnect, software & racks that hyperscalers can deploy at scale. It’s chasing $NVIDIA(NVDA)$ vertical model but through an open ecosystem.2. Data center is the company with Lisa guiding for ~35% CAGR, 57% gross margins & >$20 EPS by 2030. That requires DC biz to grow from ~$16B today to near $100B within five years which is a 6x run that only works if MI450 + Helios hit ramp targets & hyperscaler orders stack fast.3. GPU is the upside but ROCm is the gatekeeper. The MI450 & yearly GPU cadence will def

$Palantir Technologies Inc.(PLTR)$ quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far.I don't think people realize how insane it is to grow revenue 63% while maintaining 51% operating margins in software. That level of efficiency is almost unheard of which is why $NVIDIA(NVDA)$ CEO Jensen Huang called Palantir’s ontology “the most important enterprise stack in the world.” The ratio of commercial revenue to customer count is just as extreme with only 530 commercial customers generating ~$400M in one quarter when most software companies at that revenue scale have thousands of clients so this is an insane

In the last two months:1) $NEBIUS(NBIS)$ signed $17 billion deal $Microsoft(MSFT)$ .2) $Alphabet(GOOG)$ signed $3.5 billion deal with $TeraWulf Inc.(WULF)$ .3) $IREN Ltd(IREN)$ signed $10 billion deal with $Microsoft(MSFT)$ .4) $Amazon.com(AMZN)$ signed $5.5 billion deal with $Cipher Mining Inc.(CIFR)$ .Why are hyperscalers renting capacity rather than building it?They are trying to limit their risk if something goes wrong with AI or there happens to b

$Microsoft(MSFT)$ CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVIDIA(NVDA)$ GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.This is exactly why access to powered data centers has become the new leverage point.If compute is easy to buy but power is hard to get, the leverage moves to whoever controls energy & infrastructure. Every new data center that $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Amazon.com(A

$TransMedics Group, Inc.(TMDX)$ PRICE TARGET: $195 --> $216POTENTIAL UPSIDE: +76% ✅"Q3 results were impressive, insane operating leverage, 16% margins in the weakest Q of the year. The earnings are bullish, but few will get it" ASSUMPTIONS:LTM Revenue: $0.566B5Y Revenue CAGR: 23% 2030 Profit Margin: 23% --> 24%2030 PE Ratio: 40 Shares outstanding: 0.0407BShares dilution: 2%/yearVALUATION:Q3 2030 $TMDX SHARE PRICE =0.566 * (1.23)^5 * 0.24 * 40 /[0.0407 * (1.02)^5] = 340$You can now choose the discount rate that you prefer, for Transmedics I want to use 12%ACTUAL PRICE: $123FAIR VALUE: $193PRICE TARGET (1Y): $216POTENTIAL UPSIDE: +73%EXPECTED RETURNS: 22.6%/yearDIVIDEND YIELD: - For whom haven't open CBA can know more from below:🏦 Open a CBA t

$Broadcom(AVGO)$ Breakout to $2T Market Cap incoming. Chip stocks on the verge of a bigger breakout 🚀 Broadcom has been basing just under $364 with a series of higher lows around the $309–$320 support zone. A weekly close above $364 sets up a push toward $424 (~$2T mcap), with a possibility to $530 (~$2.5T mcap).Recent developmentsAI Engines & Networking: AVGO launched next-gen Tomahawk and Jericho switches and guided to accelerating AI revenue into FY26 on new hyperscaler winsCustom AI Chips: Broadcom confirmed a new large AI customer and growing ASIC/XPU programs tied to generative-AI build-outs.VMware Integration: Software revenue ran about $6.8B in Q3 FY25 (43% of total)Apple RF Deal: Multiyear, multibillion-dollar 5G RF components agreeme