To The Moon

$Lumentum(LITE)$  Price action has been pretty jacked up lately. There's a gap trade almost every day, lol. It will be fine. There's just a ton of anxiety out there, and the algos and MMs take advantage of it.

$Lumentum(LITE)$ We filled the gap and now the bears are out talking about rates and how debt will get paid. Maybe they should take a look at the balance sheet.

$SPDR S&P 500 ETF Trust(SPY)$ On most stocks with strong premarket news, profit taking stalled right above the prior close and is bouncing now. $NEBIUS(NBIS)$ , $Vertiv Holdings LLC(VRT)$ , $Generac(GNRC)$ , $Lumentum(LITE)$  and others are doing the same thing all over again.

$Corning(GLW)$ Heading to $160 by Friday. Someone bought a large block of $155 calls expiring this week. Just noting the setup looks very similar to LITE.

$Lumentum(LITE)$ With the short interest that built up over the past week and the ECOC coming up next week, I expect to see heavy short covering into Friday. Hoping we clear the 1030 level by Friday. Good luck to all longs.

$Palantir Technologies Inc.(PLTR)$ Alex is expected to appear on CNBC soon. He may show up alongside Scott Boatwright from Chipotle to discuss the partnership. QSR is a massive industry, and it is an area Palantir could penetrate really well.

$Lumentum(LITE)$  LITE Lumentum quarterly earnings came in at 1.10, 1.67, 2.40, and 3.23, with an estimate of 4.21 next. Quarter-over-quarter growth has been running at 52%, 44%, 35%, and 30%. That looks like a solid long-term setup to me.

$Palantir Technologies Inc.(PLTR)$ How could any investor in their right mind go after the #1 AI company on the planet that consistently scores home run after home run with blowout earnings every quarter. Even Burry is starting to come around, having sold all his December puts against it. This is a $300+ stock in 2027.

$Palantir Technologies Inc.(PLTR)$ This is a retirement stock. Bears will keep talking trash because patience isn't in their vocabulary. I've held since $19. Hold it for 15 years and call it a day. The Shawn Ryan podcast with PLTR pretty much solidified my stance.

$Lumentum(LITE)$ That pullback looks like a retest of the symmetrical triangle breakout.