To The Moon

Elon just said it again: “Tesla self-driving feels like magic.” Paul Graham’s Model 3 FSD experience is going viral too. No controls touched, driveway to parking spot. The unsupervised era keeps getting closer. $Tesla Motors(TSLA)$ 

$Palantir Technologies Inc.(PLTR)$ No gain today, but it has now closed above last December's all-time high for two straight days. Even the best stocks need time to absorb profit-taking and work through corrections. As long as the long-term trend stays up, that's really all that matters. Nothing to complain about here.

$Palantir Technologies Inc.(PLTR)$ The Fed just said no rate hike. SPY could push toward 780, and there may be more fireworks ahead.

$GameStop(GME)$ I sold 44 shares of $Tesla Motors(TSLA)$  from my 401k and moved that money into GameStop, adding to my existing position there.

$NVIDIA(NVDA)$ Cramer is out there saying Nvidia is losing its shine. That kind of take usually makes me think it's a good time to buy.

$Palantir Technologies Inc.(PLTR)$  Institutional upgrades could easily push this toward the 215–218 level, especially with shorts getting decimated. Even after the run up, I don't think we've seen the full move yet.

8 winning trades in a row, +83.6% profit booked from those 8 trades in the past 3 days alone. Hard not to like this market when there are 1,000% movers in literally hours. $WF Holding Ltd.(WFF)$  Never seen $NVIDIA(NVDA)$ , $Micron Technology(MU)$ , or $SanDisk Corp.(SNDK)$  do that.

$NVIDIA(NVDA)$  NVDA has plenty of buyers behind it, so there isn't much to worry about here.

Samsung just posted preliminary Q3 2026 numbers, and they are striking. Operating profit came in at 107.4 trillion won, up 783% year over year, on revenue of 195 trillion won, up 127%. That operating profit figure also beat the analyst consensus estimate of roughly 106.1 trillion won. This marks the fourth consecutive quarter of record operating profit. The main driver here is extraordinary demand for AI infrastructure memory, including high-bandwidth memory and DRAM. For anyone following memory names, this is another notable data point supporting elevated demand and pricing in the space. One thing worth keeping in mind: these are confirmed company-issued preliminary figures. The detailed results, including segment profitability, are scheduled for October 29.

$Uber(UBER)$  is still available below where the CEO bought at roughly $71 and below Nancy Pelosi's $70 entry. Donald Trump was also a Q1 buyer. The CEO just put $10M of his own money into the stock, which is his first open-market purchase since 2022. At 15x earnings, this is one of the cheapest valuations the stock has ever traded at. I don't think the AV disruption concerns around $Alphabet(GOOG)$  and $Tesla Motors(TSLA)$  are as serious as they're being made out to be. Uber is the network that robotaxis would need to plug into.