$Ondas Holdings Inc.(ONDS)$ 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.