Karp suggested that based on Palantir’s financials, he could see $15-$18B in FCF in 2-3 years… They’re currently operating at 60% margins. If we lean more conservative and assume that drops to 50%, that would imply Palantir’s revenue is 30B-37.5B! Basically a 5x from today. We could see a market cap of 750B-$900B or $360-$432 per share, if we throw a 50x multiple of FCF which would be ridiculous for a behemoth growing like this. 60-80x for a company growing like this would be more fair which would imply: 60x = 900B-$1.08T market cap or $360-$432 per share 70x = 1.05T - $1.26T market cap or $420-$504 per share 80x = $1.20T - $1.44T market or $480-$576 per share

BREAKING: Look at this. On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA. Later that day, the Trump admin unveiled its AI Action Plan, a policy that benefited those companies.

BREAKING: Look at this. On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA. Later that day, the Trump admin unveiled its AI Action Plan, a policy that benefited those companies.

[Tesla Q2 2026 Production and Delivery Figures Released] Tesla's Q2 production and delivery figures are scheduled to be announced around 10 PM tonight. The delivery consensus (IR disclosure) is 406,024 units, and just like many of you might be thinking, I also believe it will exceed this figure. Sales volumes in Europe and Asia continue to show strong numbers (China is about as expected)

[Tesla Q2 2026 Production and Delivery Figures Released] Tesla's Q2 production and delivery figures are scheduled to be announced around 10 PM tonight. The delivery consensus (IR disclosure) is 406,024 units, and just like many of you might be thinking, I also believe it will exceed this figure. Sales volumes in Europe and Asia continue to show strong numbers (China is about as expected)

Japanese retail investors are ramping up leveraged stock bets as risk appetite heats up globally. Margin buying on the Tokyo Stock Exchange has climbed to about $40B, with levels recently hitting the highest since 1994. Japan’s margin ratio has risen to 6–8, well above the 10-year average of around 4, while individual names like Kioxia and Fujikura are showing extreme leverage. The trend mirrors rising margin debt across the U.S., Taiwan, South Korea, and Japan, raising concerns that stretched positioning could amplify volatility if markets reverse.

Japanese retail investors are ramping up leveraged stock bets as risk appetite heats up globally. Margin buying on the Tokyo Stock Exchange has climbed to about $40B, with levels recently hitting the highest since 1994. Japan’s margin ratio has risen to 6–8, well above the 10-year average of around 4, while individual names like Kioxia and Fujikura are showing extreme leverage. The trend mirrors rising margin debt across the U.S., Taiwan, South Korea, and Japan, raising concerns that stretched positioning could amplify volatility if markets reverse.

Nasdaq $NDAQ said companies listing on its exchange raised $129.3B in the first half of 2026, marking the strongest first half for listings in U.S. exchange history.

Nasdaq $NDAQ said companies listing on its exchange raised $129.3B in the first half of 2026, marking the strongest first half for listings in U.S. exchange history.

The top 10 most active options today by contracts traded were $TSLA with 3.1M contracts, $NVDA with 2.9M contracts, $META with 1.5M contracts, $AAPL with 1.2M contracts, $MSFT with 1.1M contracts, $MU with 899K contracts, $AMZN with 897K contracts, $PLTR with 860K contracts, $SPCX with 828K contracts, and $INTC with 679K contracts. 

The top 10 most active options today by contracts traded were $TSLA with 3.1M contracts, $NVDA with 2.9M contracts, $META with 1.5M contracts, $AAPL with 1.2M contracts, $MSFT with 1.1M contracts, $MU with 899K contracts, $AMZN with 897K contracts, $PLTR with 860K contracts, $SPCX with 828K contracts, and $INTC with 679K contracts. 

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess AI capacity, per Bloomberg. The company is considering offering AI model access hosted on Meta infrastructure, similar to AWS Bedrock, raw AI compute capacity closer to CoreWeave, and developer access to Meta’s data centers, chips, and models. The market was split on its views today of the situationL if Meta has enough excess compute to sell, it suggests parts of the market may not be as compute-constrained as believed, which could pressure neoclouds like $CRWV $NBIS $IREN and raise questions about future capex intensity for semis. All the neoclouds were down 7-10% today. However, if Meta realizes AI compute and cloud

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess AI capacity, per Bloomberg. The company is considering offering AI model access hosted on Meta infrastructure, similar to AWS Bedrock, raw AI compute capacity closer to CoreWeave, and developer access to Meta’s data centers, chips, and models. The market was split on its views today of the situationL if Meta has enough excess compute to sell, it suggests parts of the market may not be as compute-constrained as believed, which could pressure neoclouds like $CRWV $NBIS $IREN and raise questions about future capex intensity for semis. All the neoclouds were down 7-10% today. However, if Meta realizes AI compute and cloud

BREAKING: Trump reported more than 21,000 trades across eight investment accounts in 2025, averaging 80 trades per day.

BREAKING: Trump reported more than 21,000 trades across eight investment accounts in 2025, averaging 80 trades per day.

JUST IN: Bitcoin reclaims $61,000

JUST IN: Bitcoin reclaims $61,000

Tesla is going to have a generational beat. It shows that the analysts were lucky last few times, where Tesla was low on production. Now an actual good quarter. China 240-260K, europe 90K, US 150K. Tesla can come in at 480-500K. $TSLA

Tesla is going to have a generational beat. It shows that the analysts were lucky last few times, where Tesla was low on production. Now an actual good quarter. China 240-260K, europe 90K, US 150K. Tesla can come in at 480-500K. $TSLA

TRADE PLAN for Thursday 🎲 $SPX very choppy day today, SPX moved from 7450 to 7521 in 90 minutes then chopped around all day. SPX needs to get through 7500 to set up for ATH at 7620. SPX July 2 7520C can work above 7500 $HOOD setting up for 120 this month. It's been in a 6 month consolidation and it looks like its finally ending. HOOD 153 back in play this year. HOOD through 153 can run to 200 HOOD July 10 115C can work above 110 $QQQ lagging behind SPX today. Chip stocks dragging down the Nasdaq. If QQQ can get back through 731 I'd consider calls. Wait for this level.