$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$ looks real $Tesla Motors(TSLA)$ 

$Tesla Motors(TSLA)$ I might be a bit out there, but in my opinion, the merger could happen sooner than later. Why else can't SpaceX holders sell yet? Maybe, just maybe, it's to get their valuation high enough to buy Tesla. An announcement could happen next month, with completion next year. Call me crazy.

$NVIDIA(NVDA)$ Should be back to 200 no later than June 26. Our 235 puts will only print long term. Also happy about the brand new weekly 215s we got today, so cheap!

$NVIDIA(NVDA)$ I've branched out into MRVL, VRT, BE, and AVGO, but as I see it, NVDA still has the most upside potential with the lowest risk at the moment. I plan to maintain a large position, and the decent cash payout every three months helps me wait for new record highs.

The valuation gap between $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$  is getting harder to overlook. $NVIDIA(NVDA)$  is projected to grow 46% annually through 2028, trading at just 13x forward 2028 earnings. Meanwhile, $Advanced Micro Devices(AMD)$  is expected to grow 44% annually through 2028, yet trades at a steep 30x 2028 earnings. One of them seems seriously mispriced, and it looks like $NVIDIA(NVDA)$  is the one that's way too cheap.

$Tesla Motors(TSLA)$  Who wants to bet Elon will be the first 10-trillionaire by 2030. 2T in 2026, 4T in 2027, 6T in 2028, 8T in 2029, and 10T by 2030.

$Palantir Technologies Inc.(PLTR)$ Hopefully 129 holds.

$Ondas Holdings Inc.(ONDS)$  just released a significant update. Q2 2026: The LADOS system is live, connecting sensors, drones, robots, and effectors for autonomous defense missions. It works hand-in-hand with SkyWeaver ($Palantir Technologies Inc.(PLTR)$ 's AI) to turn scattered drones into a full-fledged defense system. What I find interesting: $Ondas Holdings Inc.(ONDS)$  is no longer just selling drones; they're building out a full ecosystem. The combination of AI and autonomy creates serious leverage in defense tech. The stock is quietly moving towards becoming a major systems player.

$Tesla Motors(TSLA)$ Tesla's FSD (Supervised) is now officially available in 12 countries, and the list is still growing. This covers the U.S., Canada, Mexico, Puerto Rico, the Netherlands, Australia, New Zealand, South Korea, China, Lithuania, Estonia, and Denmark (new).

$NVIDIA(NVDA)$  Straight to the 401k. I'm not too concerned about any dips that may come; the dividend and long-term strategy should be profitable here.

$Palantir Technologies Inc.(PLTR)$ With the dips the market is offering right now, it's plausible that money is rotating to buy better names on weakness. For example, if analysts have MU going to 1600, then the 800s look like a steal. While the market dips, PLTR could see a deeper drop as people sell to buy other dips.

$NVIDIA(NVDA)$ The technical view favors a corrective pullback in three swings, finding support between the 205.9 and 187.94 area for the next rally, or at least a three-swing bounce. It is correcting against the 3.30.2026 low, and the pullback is expected to remain supported in 3, 7, or 11 swings to continue the rally within the bullish sequence.

$Palantir Technologies Inc.(PLTR)$ Wall Street pays a premium for growth. Retail pays a premium for hype. The sweet spot is finding growth before the hype.

$Palantir Technologies Inc.(PLTR)$ If you reset every public company at 20x forward earnings and asked me to pick one, it would be PLTR. The financial trends they've delivered over the past few years have been incredibly impressive. And they're not reliant on insatiable compute rental demand for their impressive trends to continue, unlike some other players in the public markets. Why do they keep winning? It's pretty straightforward. They've led AI app layer monetization because they've led AI app layer value creation. Just look at the boatload of quarterly customer case studies they provide, which feature dramatically better outcomes for their customers. Simply put, Palantir delivers demand and cost benefits that leave customers wanting to d

Software growth isn't evenly distributed. At the top of the hierarchy: Best-in-class (40%+ CAGR): $Palantir Technologies Inc.(PLTR)$  One company currently defining what "elite growth software" looks like. The gap between top-tier and everyone else is widening.

Software growth leaders. A breakdown of the 3-year CAGR: Best-in-class (40%+) $Palantir Technologies Inc.(PLTR)$  Elite (25–29%) $Cloudflare, Inc.(NET)$  $Snowflake(SNOW)$  These are the software names delivering strong growth over multiple years. Best-in-class leaders like $Palantir Technologies Inc.(PLTR)$  are setting the pace, while $Cloudflare, Inc.(NET)$  and $Snowflake(SNOW)$  are elite runners in the AI/data cloud cycle. Watch how they perform during pullbacks.

$Palantir Technologies Inc.(PLTR)$ I can always buy more if it goes lower.

$Palantir Technologies Inc.(PLTR)$  Although PLTR is down premarket and will likely end the day lower, I have no doubt it will recover most of its losses by the close. After such a big upside move over the past few days, a pullback was expected. Today or tomorrow should mark the bottom as PLTR continues its move toward the $200 area in due time.

$Palantir Technologies Inc.(PLTR)$ The price could still dip once more into the 120s to 130s range, but I really hope it doesn't. I'm only saying that because I hope Burry is getting smoked again, and I mean really smoked.

$Palantir Technologies Inc.(PLTR)$ Palantir has full contracts with the government. The stock could go to $200.