$Palantir Technologies Inc.(PLTR)$ A "big data analytics company" in the AI sector with a growth rate of 36% is already trading at a PS multiple of 59. Although its commercial contract growth appears to be very rapid, almost doubling, hasn't the stock price already priced in the growth since the last earnings report? With $1.7B in commercial contracts on hand, that means the sales for half a year can be absorbed. It's not that much. The stock price was at $48 after the last earnings report, and then it rose by 73% again after this earnings report!

$NVIDIA(NVDA)$ The essence of the decline is that ds bypasses the CUDA architecture and can be compatible with other GPUs. Without the moat of CUDA, NVIDIA has to compete fiercely with all GPU manufacturers, and its high profit margins will be gone. That's why AMD was the first to come out in support of ds.

$Palantir Technologies Inc.(PLTR)$ Palantir's financial report is expected to be impressive, and it should be able to secure a lot of contracts. Business intelligence equals efficiency, and AI is key to making decisions efficiently. I am confident in my prediction for Palantir(PLTR). As for the profitable defense sector, it's even more remarkable. It could surpass Lockheed Martin.

$NVIDIA(NVDA)$ Here's a perspective on Nvidia: Jensen Huang was well aware that Trump would intensify sanctions against China, which is why he didn't attend Trump's inauguration. The real heavy-handed move began with Biden's classification of AI exports into three categories of countries. This directly led to Huang's uncharacteristic public opposition. Twenty percent of Nvidia's AI chips are purchased by Singapore. Adding to the 10% revenue from China, Nvidia could see nearly a third of its income affected in the short term. The slowdown in Microsoft's investments, among other factors, is of secondary impact. That said, Nvidia's monopolistic position in the high-end AI market remains unaffected.

$Palantir Technologies Inc.(PLTR)$ If TSLA can go up $20 bucks after hours after missing big on revs, eps & units delivered (should be down $50), Palantir should go up $40 after they report, unless we are living in the upside down. BTW, I know that TSLA is up because of Musk's investment into the imaginary world of crypto. But a company doesn't even have to be profitable anymore? Palantir rocks.

$ASML Holding NV(ASML)$ bought my sold 680 puts back for pennie’s this morning after earnings making a nice profit. It was just too beaten down. covered calls will expire OTM so I can keep that premium too. Next weeks 790 calls selling for $2.25. Rinse and repeat. Gotta love the volatility DeepSeek created.

$NVIDIA(NVDA)$ retail is so desperate to buy it. this is a cyclical stock that peaks and then craters. this is not your msft that will steadily keep rising. faster they rise, quicker they fall. Just watch it's history from 2010. I’m only upset that I bought my shares at $126 and not at $116. You know DS used NVDA chips.

$Palantir Technologies Inc.(PLTR)$ I believe 75.93 is the 5-Day. 76.25 is a Fibonacci marker. And 75.55 was resistance point previously. Which direction it goes from here may be telling. Even if the lows are tested in the AM, we will be awed by the sheer buoyancy of the price of this stock by the PM.

$NVIDIA(NVDA)$ Deepseek is a scam they're running Google AI to answer questions. All of the question I've asked it are the same as Google's AI. Loading up on NVDA as I type. Deepseek will be exposed before trading begins. They are using the OpenAi code from when it was open source. No biggie

$Palantir Technologies Inc.(PLTR)$ Recently, a Chinese startup has demonstrated remarkable advancements, signaling a rapid catch-up with American tech giants. It appears that the U.S. is now in a competitive 'AI race' with China. The new administration's 'America First' agenda is underscored by an executive order on AI and a significant $500 billion investment in the Stargate infrastructure project. In this context, Palantir Technologies is poised for accelerated growth. Investors should anticipate an imminent hike in price targets, which may surprise some but will be expected by others, based on recent developments.Furthermore, Palantir is drawing comparisons to industry giants like Oracle and ServiceNow. The company is

$NVIDIA(NVDA)$ I own a stock that is $6 from its all time high and has over 80% of the market in the hottest sector.Billionaires are begging for their products and no slowdown in sight. Oh, and it is the most valuable company In the world. Is that good? What say you Bears/Trolls?

$Palantir Technologies Inc.(PLTR)$ Any significant technology will inevitably be used for military purposes. It is a matter of national importance, and no country would neglect it. It is a matter of life and death. PLTR has made it, and it is far ahead. Valuation? Estimate it based on the value of 340 million people in the United States.

$NVIDIA(NVDA)$ Don't stocks track the dynamic development of companies? If we always focus on prices, how did NVIDIA surpass Tesla, Amazon, Google, Microsoft, and Apple to become the world's most valuable company by market capitalization? Its price-to-book ratio and price-to-earnings ratio are so high, and its revenue is lower than that of the other five companies. Why can it still rise? Isn't it because investors are optimistic about NVIDIA's and AI's future?

$Palantir Technologies Inc.(PLTR)$ PLTR prominent on wallstreetbets this eveningPLTR: 15%-----25% plus pop from Q/earnings next month? And that's just one factor in Palantir busting past $100.....on the way to $300 plus. Patience will be rewarded in a huge way....guys and gals!

$NVIDIA(NVDA)$ Larry Ellison was very impressive today at the Stargate presentation. As an old school accomplished CEO he spoke better than the other guest. He made me want to buy ORCL just listening to how he embraced AI for cancer cures at the personal level. Thumbs up to Larry.

$NVIDIA(NVDA)$ g'nite y'all and to my MAGA fellow citizens I have no beef with any of you... we may disagree politically but your candidate won and he is now my president as he is yours I respect that office and I respect my country and my fellow Americans and as a moderate I I judge every public servant by their deed and intent... don't ever doubt my patriotism or my commitment to my country and what she stands for at the heart.... and in the pocketbook and military God bless and LFG NVIDIA! 🤟🏻

$Palantir Technologies Inc.(PLTR)$ A lot of parallels between Palantir's current stock price movement and what NVDA went through in 2024. PLTR has a lot of potential, especially in light of the new Administration, but it is priced somewhat high. Next earnings report should be excellent and help justify it's recent stock price climb. Definitely an accumulate and hold, but reference Nvidia's past stock pattern to determine what might be in store for PLTR in 2025. Consider PTIR if leveraged plays are your thing.

$Palantir Technologies Inc.(PLTR)$ I keep reading these forecasts how pltr is going to sell off 30-40%- but i dont c any of them putting the DOGE into their equation- wht is the price tag to b the operating system of the American Government? wld tht put their idiotic overvaluation argument to rest- I wld hope so-

$NVIDIA(NVDA)$ The Nvidia robot universal technical base has greater potential. It is a system for robots, just like the HarmonyOS, iOS, and Android systems for mobile phones. It really makes robots smarter and continuously expands application scenarios. The space for the robotics industry is even larger than that for the automotive industry. The rapid development of robots has only just begun.

$Palantir Technologies Inc.(PLTR)$ The very origin of public generative AI ala chatgpt by Sam A. became a customer of Palantir almost a year now. Companies with soon realized how significant it will be for them as well. Go PLTR!Palantir CTO Shyam Sankar is confident and knows exactly what needed to be done in the New Defense!