$Palantir Technologies Inc.(PLTR)$  There's really only one reasonable bear thesis here: that the TAM isn't big enough to support the growth trajectory. I think that's wrong, but at least it's a reasonable opinion. When people say the software is trash, regular, or nothing special, it just makes them look uninformed. Those comments crack me up every time I read them.

$Palantir Technologies Inc.(PLTR)$  If we close green today, I might finally be able to afford some decent ramen tonight instead of the packaged stuff.

$CrowdStrike Holdings, Inc.(CRWD)$ $Palantir Technologies Inc.(PLTR)$  There's been a lot of news around hacks and security lately. These two could be worth watching for the rest of the year and into next year.

$Palantir Technologies Inc.(PLTR)$ We have a 6 year DPO anniversary coming up this Wednesday. The best way to mark it would be showing 200+ by then or before. I think Wall Street is aware of this.

$Surf Air Mobility Inc.(SRFM)$ Palantir is in the building. $Palantir Technologies Inc.(PLTR)$ 

$Palantir Technologies Inc.(PLTR)$ Palantir will go past $1,000.00 in 2027-28. I'm being very conservative with that estimate, it'll most likely end up much higher. In the short term, PLTR should reach 250.00-270.00.

If $SoFi Technologies Inc.(SOFI)$  gets to $100, Anthony Noto will start being viewed as the reincarnation of Alex Karp from PLTR. Karp was also disliked back when I held $Palantir Technologies Inc.(PLTR)$  at $6, and now he is beloved just because of stock performance. Haters turn into fans pretty fast.

Why $NEBIUS(NBIS)$  remains my biggest DataCenter play — my updated 2030 price target. Last earnings showed ARR per MW can come in higher than previously thought, and the $Palantir Technologies Inc.(PLTR)$  announcement makes me more confident too. Official $NEBIUS(NBIS)$  guidance is 5GW contracted power in 2026. I personally estimate 4GW active by the end of 2029 at an average of $16M ARR per MW. That puts the base case ARR going into 2030 at $64B. Assuming a 7x ARR multiple, ClickHouse adding another 10% of value, and another full 100% dilution — stock only has half the upside — I get to a $904 stock in 2030.

$Zeta Global Holdings Corp.(ZETA)$ $Palantir Technologies Inc.(PLTR)$  $Snowflake(SNOW)$ Tomorrow could be a strong day for Zeta. It would be even better if the rest of the SaaS names moved along with it.

$Palantir Technologies Inc.(PLTR)$ Price is coiling up nicely here, with the range tightening on lower volume. Buyers keep stepping in on dips and aren't letting it break down. The chart looks ready to make a move if it clears recent resistance. Watching this closely, the setup has legs.

$Palantir Technologies Inc.(PLTR)$ There are fewer retail bulls, but we are strong.

$Palantir Technologies Inc.(PLTR)$  People have been talking down on PLTR since it came out at $9.

$Palantir Technologies Inc.(PLTR)$ I don’t really get the bearish case here. If the knock is just valuation, show me another business at this scale, growing at these rates with this kind of margin. I don’t think you’ll find one.

$Palantir Technologies Inc.(PLTR)$ Setting up a higher high with a max around 220. I've seen daily charts like this many times before. Not shorting this yet.

$Palantir Technologies Inc.(PLTR)$ War is good for the OS of the US military. And Trump has turned Venezuela into one of the greatest Monroe Doctrine moves.

$Palantir Technologies Inc.(PLTR)$  Bears were calling for a crash last year because the PE was a "bloated pig." Since then the PE has compressed hard, yet the stock is still sitting in the 170s. By that thesis it was supposed to go down, not higher. That view has been wrong the entire ride, from the DPO days at $10 all the way up. Valuation scare stories never stopped the compounding. Earnings grew into the multiple while the stock ripped. Keep calling the PE a bloated pig. Price keeps proving the point. Still a long runway to go before the excitement wears off.

$Palantir Technologies Inc.(PLTR)$ It has been bull flagging over the last two days above the marked support area. Flat on the day even with broader market weakness. Call trigger sits at a break of $180.

$Ondas Holdings Inc.(ONDS)$ Investors look at the numbers, traders look at the chart. Bears had their run for months, but now bulls seem to be back in control. There's a case for getting in while it's still in the single digits, before it moves into the double digits. The company has had solid acquisitions this year, along with partnership announcements with $Palantir Technologies Inc.(PLTR)$  and LMT. The White House just made it an industry standard to domesticate drone production here in the USA. Starting to wonder if we're in the early stages of a sector rotation.

$Palantir Technologies Inc.(PLTR)$  Fool me once, shame on me. Fool me twice, shame on you. Fool me nine million times? Guess that makes me a PLTR bear.

$Ondas Holdings Inc.(ONDS)$ Looks like it's setting up for the next breakout above $9.55. Volume could be better, but the price is holding up really well, especially with all the short shares borrowed. I think the $Palantir Technologies Inc.(PLTR)$  and $Lockheed Martin(LMT)$  partnerships, along with the ZYNE acquisition, have brought a lot of attention to this one.