$Surf Air Mobility Inc.(SRFM)$ Surf is actually super interesting right now. I bought this stock over a week ago, but the $Palantir Technologies Inc.(PLTR)$ SurfOS systems going commercial was a big part of my initial investment thesis 14 months ago. I haven't come back to this stock since that big run last year, and I'm intrigued. They've stopped spending as much cash on electrification and are pursuing that through partnerships like their one with $Beta Technologies Inc(BETA)$ , while the software is their main focus as they still operate and advance their own airline.
$Advanced Micro Devices(AMD)$ On the daily chart, AMD is in a top phase, with momentum sitting in the top 5% of its own history. The setup shows 84% odds that bars like today will print another thrust bar within 30 sessions. There are also some parabolic markers showing up.
$Palantir Technologies Inc.(PLTR)$ Logged on today and noticed the bears have gone completely silent, which isn't surprising. After years of nonstop FUD calling PLTR an overvalued, overpriced, bloated bubble pig meme stock that's unsustainable, the growth numbers are smothering the noise. Alex Karp raised the bar on the earnings call a month ago, driving the entire company toward the same blistering pace as U.S. commercial at 134%, which puts PLTR on a path to $19B revenue by end of 2027. Deals and customers keep accelerating weekly, growth rates are still climbing, 93% overall and 149% U.S. commercial last quarter. The Mag 7 and hyperscalers are pouring massive capex into AI infrastructure that desperately needs what only Palantir delivers.
$Palantir Technologies Inc.(PLTR)$ PLTR is closing in on the 200 mark soon. They haven't even rolled out worldwide yet and they're already at 10 billion a year. Monster in the making, nothing compares to what they have. 5 billion just this quarter or more.
$Advanced Micro Devices(AMD)$ The impulse rally from the Sept 03, 2026 low is pushing toward the 553–580 zone before profit-taking and the next pullback can play out. The latest take keeps the bullish path in focus while leaving selling off the table.
$Palantir Technologies Inc.(PLTR)$ Where are the bulls? I miss the hopeful banter about this overpriced tech that keeps popping. I hope it makes a run soon. I'll be buying more PLTZ. I love this stock. Cheers.
$Advanced Micro Devices(AMD)$ AMD is absolutely ripping. Up 6.5% to around $509 while the broader market is red. S&P 500 and Nasdaq are both around -0.5%, oil is pushing toward $100, yields are elevated, and the broader market is under pressure. Yet AMD is showing massive relative strength on a strong day for semiconductors. This is exactly the kind of price action you want to see from a high-conviction holding. Still my largest position. Still extremely bullish.