To The Moon

Some valid points have been raised here, while another view keeps bringing Trump into every discussion. CRM and $Palantir Technologies Inc.(PLTR)$  aren't the same business. I can easily imagine AI eventually commoditizing pieces of traditional CRM. Palantir is doing something harder, embedding AI into proprietary data and operations to help companies actually run better and make more money. Competition will come. Great. There's an enormous amount of business to go around. Valuation is worth debating. But fighting a freight train that's compounded by multiples while yelling Trump, meme and CRM isn't much of a thesis.

$NVIDIA(NVDA)$ Calendar 2027 earnings are projected to grow 70 to 80%. A calendar 2027 PE of 15? That would be a bargain of a lifetime.

$Advanced Micro Devices(AMD)$  AMD at $630 looks pretty realistic. AMD usually runs hard into earnings. From $630, a 20% move gets us to $750. In the month leading up to AMD's last earnings, it was up 100 points. A 20% total move over 23 trading days isn't really that outlandish heading into what could be an eye-opening guide from AMD, with three full quarters of MI 450 in the results. Earnings should rise quite substantially after this quarter.

$Advanced Micro Devices(AMD)$  is still in a bullish sequence. Pullbacks in 3 or 7 swings are expected to find buyers, with the next extension targeting the $624–$687 area.

$Advanced Micro Devices(AMD)$ It's trading around $565 on Hyperliquid right now. That could point to another strong upside day.

Bdorts had a big day, with the account up 29.60%, driven by the $Advanced Micro Devices(AMD)$  550c and 560c alerts returning 90% and 85% respectively.

$Advanced Micro Devices(AMD)$ The key new piece here is a read-through from Piper Sandler after AMD's September 15 Q3 pre-quiet-period call with investor relations. Analyst David O'Connor notes that AMD told the sell side that CPU and GPU ramps remain on schedule and demand continues to run well ahead of available supply. AMD's available supply is reportedly sufficient to support current guidance, with potential to exceed it. The discussion covered Helios, Venice EPYC, HBM supply, the upcoming scale-up architecture, margins, and GPU/CPU availability. Piper's view was that the business is running essentially full steam ahead, with the programs on track and demand exceeding supply. Piper estimates FY2026 to 2030 AMD revenue CAGR of roughly 50% a

$Palantir Technologies Inc.(PLTR)$  Chipotle is working with Palantir to track food safety risks.

$NVIDIA(NVDA)$ Bears don't seem to understand how cheap this company is.

$Palantir Technologies Inc.(PLTR)$  With a 2.2B share float, I'm honestly surprised the volatility isn't higher. $Meta Platforms, Inc.(META)$  has a similar float but rips and drops wildly from one day to the next. That stability says a lot about who's holding this stock and the conviction.