$Palantir Technologies Inc.(PLTR)$  The tape is shaping up like another slow, low-volume session, though this time it's tilting slightly to the upside. It just highlights how random low-volume days can be, though the upside did see a couple more million shares than the downside. At this point the stock is mostly news-driven. It feels like most participants have already positioned themselves and are just waiting for a catalyst. Pretty quiet overall.

$Palantir Technologies Inc.(PLTR)$ For anyone who hasn't noticed, Nvidia's new software has PLTR written all over it. They haven't said how much they're paying, but it should show up in the next earnings report. I've been long for almost 6 years now, so this is good to see.

$Palantir Technologies Inc.(PLTR)$ Funny how my most popular post in a while turned out to be a side note about making a quick Poor Man's Egg Foo Yung with a packet of Ramen Noodles. The shorts might want to take note, they're going to need it.

$Ondas Holdings Inc.(ONDS)$ The upper $7s has turned into a genuine battleground between two large, stubborn forces. Short sellers are fighting hard to keep this under $8.00, with 42% of the float short. If ONDS slips into the $8s or $9s, that starts triggering technical momentum and retail bull breakout indicators. So far hedgers have basically capped the share price by adding to shorts whenever it tries to move. On the other side, long-term fund managers are looking at the exploding defense backlog and the trading value, like buying companies at less than 3x projected 2027 revenue. That is why real investors see the valuation as incredibly cheap. ONDS is sitting in the mid-to-upper $7s with massive algorithmic buy walls absorbing every shar

$Tesla Motors(TSLA)$ Everything looks positive, but then some analyst downgrades show up. I'm still buying more. The Tesla Semi and Optimus event is coming up.

$NVIDIA(NVDA)$  China is considering easing restrictions on new chip purchases. Beijing has signaled it may allow Alibaba, ByteDance and others to buy Nvidia's new RTX Pro 5500, per The Information. ByteDance alone is weighing an order for about 1M chips. Key details: Nvidia plans to begin shipments in late December, targeting around 500K chips per quarter for China. ByteDance's potential order alone could take 2 quarters to fill. Buyers plan to put 8 chips per server to run AI models. Price is around 85K-90K yuan, roughly $13K each, similar pricing to Huawei's Ascend 950PR. The RTX Pro 5500 is not one of Nvidia's top data-center AI chips and lacks the high-speed interconnects and premium memory used in those sy

$Ondas Holdings Inc.(ONDS)$ $Palantir Technologies Inc.(PLTR)$  $Lockheed Martin(LMT)$ DZYNE Technologies in Fairfax, Virginia has received a $46,087,217 modification to an existing contract for Operational Assessment of Uncrewed Long-Endurance Tactical Reconnaissance Aircraft. This brings the total cumulative face value to $85,643,057, up from $39,555,840. Work will be performed stateside and at overseas locations, with completion expected by March 26, 2031. Fiscal 2025 research, development, test, and evaluation funds in the amount of $12,288,390 are being obligated at the time of award.

$Palantir Technologies Inc.(PLTR)$  So, Ash. We got an Uncola after hours, a 7-Up today, and I'm hoping for a third straight day tomorrow. That'd make us the il-Lemon-ati. It's all right there, on the money.

$Tesla Motors(TSLA)$ The Tesla Semi could end up being the biggest profit driver for TSLA.

$Tesla Motors(TSLA)$ Everyone's watching how it tends to drop back down the next day, so a lot of people are loading up on puts. But this time it might actually keep going.

$NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Palantir Technologies Inc.(PLTR)$  $Apple(AAPL)$  $Boeing(BA)$  Time for the Santa run to begin.

$NVIDIA(NVDA)$ These two have spent years calling bulls delusional, yet NVDA has gone up every year. Hard to say who the real delusional ones are.

$NVIDIA(NVDA)$ Why would I sell a stock that has been up in 11 of the past 13 years and is on pace for more gains with 70% growth in 2028? I don't see a reason to give this one up.

$Palantir Technologies Inc.(PLTR)$ PLTR is now trading at 51 times expected free cash flow for 2027, even though Palantir has the highest growth and profit margin across software. At current prices, the stock looks particularly attractive versus peers like Snowflake and CrowdStrike.

$Palantir Technologies Inc.(PLTR)$  Palantir sits on roughly $9.4 billion in cash, cash equivalents, and short-term U.S. Treasury securities. When the Fed raises rates, Treasury yields climb, and instead of watching that cash get eaten by inflation, Palantir generates substantial risk-free interest income simply by holding government securities. That interest income flows straight into net income, which supports overall earnings per share. Higher rates might initially pressure the stock through algorithmic selling of high-multiple software names, but the underlying business becomes more of a fortress. While weaker competitors risk running out of capital or going under, Palantir can use its cash pile to keep inve

$SELLAS Life Sciences Group Inc.(SLS)$ For $NVIDIA(NVDA)$  shareholders and investors who keep wondering about the proliferation of bots and the zillion troll handles, then end up engaging with them and reposting the original junk posts. A good proportion of these handles have no one behind them. You are debating mirage accounts, and by reposting the bot posts as an actual person, you are giving more exposure to the junk. The content itself is not important. The goal is to make the board irrelevant and ensure useful posts get pushed down. The only correct response is to put a note directly against the post saying you are blocking, then block the handle. Do not repost it. Do not live in the past.

$NVIDIA(NVDA)$ Both gaps above are telling me the same thing: the 202s. Do you see the potential symmetry? The green zone is where I'll be loading up.

$NIO Inc.(NIO)$ Market cap around $7.5B, available liquidity around $8.4B, TTM revenue around $17B, and P/S around 0.45x. Meanwhile $Tesla Motors(TSLA)$  trades around 14x sales. NIO arguably builds better-looking, more luxurious cars and SUVs, grows faster, and the market basically values the whole company below its cash pile. At this point, are investors buying an EV company or is NIO giving away the cars for free with the cash?

$Invesco QQQ(QQQ)$ AI data center moratoriums are up 400% in 90 days into September 2026, with Blackstone scrapping its Project Braid site. If opposition is already this strong while the Nasdaq and S&P 500 are still near all-time highs and US GDP is still positive, it is hard to see how AI data center sentiment holds up once GDP turns negative and SPY, DIA, and QQQ enter a real bear market.

$Palantir Technologies Inc.(PLTR)$  I lost patience and closed my short-dated puts at 166. If 165 breaks decisively, I'll look at short-dated puts again. My March 120 puts, 100 contracts, are still running. I'm expecting to make a million on this.