To The Moon

Palantir plays a significant and growing role in U.S. defense and also in their home security. 🧠 It is a data, AI, and decision-making backbone, do note that they are not a weapons supplier 🇺🇸 It is strategically important, especially in AI-driven warfare They are part of a broader defense ecosystem, BUT not a monopoly Now, Palantir ($PLTR) is reportedly developing a tool for Immigration and Customs Enforcement (ICE) that displays potential deportation targets on a map, generates detailed profiles for each individual, and assigns a confidence score estimating the accuracy of their current location, according to 404 Media.

🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

US STOCKS REACT TO TRUMP'S 10% CREDIT CARD RATE CAP: 1. Capital One: -7% 2. Affirm: -5% 3. American Express: -4% 4. Citigroup: -3% 5. MasterCard: -3% 6. Visa: -3% 7. US Bancorp: -3% 8. JP Morgan: -2% 9. Wells Fargo: -2% 10. Bank of America: -1% These stocks have now erased -$100 BILLION of market cap on the news. Consumer affordability is the midterm election trade.

Growth stocks that doubled in 2025: Sandisk: +572% Lumentum: +341% Western Digital: +291% AST: +257% Micron: +249% Seagate: +225% Robinhood: +211% Rocket Lab: +177% Lam: +141% Palantir: +141% Wayfair: +128% Comfort Systems: +121% Applovin: +115% Carvana: +113% GE Vernova: +101%

Thank you 🐅! Roaring ahead for Yr2026

 Manus is a Chinese startup! Manus is primarily known as a new type of autonomous AI agent that executes complex, multi-step tasks in the cloud, acting like a digital assistant to handle research, content creation (like coding or writing reports from data), scheduling, and data analysis without constant human input, bridging the gap between idea and execution. Meta will operate and sell the Manus service, as well as integrate it into its consumer and business products, including in Meta AI, the company said. The exact financial terms of the deal have not been officially disclosed by the company.

What just happened: Acquisition: Google acquired Intersect Power for ~$4.75 billion cash (plus assuming existing debt) Who they are: Utility-scale clean energy developer focused on solar, battery storage, and integrated energy infrastructure What they do: Develop, own, and operate multi-gigawatt clean-energy projects - specifically designed to co-locate with large power users. Here a **ranked list of publicly traded companies similar to Intersect Power — ordered from most potential (growth + profitability) to least based on recent analyst outlooks and fundamentals in the renewable/clean energy space (as of late 2025): 📈 Top-Tier (Strong Growth + Profits + Scale) NextEra Energy (NYSE: NEE) — Best overall renewable utility play • World’s largest wind + solar generator with stable utility cas

BREAKING: Bank of America says, these 6 stocks will lead the $1 trillion chip surge in 2026: 1. Nvidia (NVDA) 2. Broadcom (AVGO) 3. Lam Research (LRCX) 4. KLA (KLAC) 5. Analog Devices (ADI) 6. Cadence Design Systems (CDNS) In a report titled "2026 Year Ahead: choppy, still cheerful," Bank of America analyst Vivek Arya forecast a 30% year-over-year surge in global semiconductor sales that will finally push the sector past a historic $1 trillion annual sales milestone in 2026. Arya noted a strong belief in companies with "moats that are quantified by their margin structure."

Good to know : MSTR Jan2026! MSCI has not yet made a final decision on the exclusion of MicroStrategy (MSTR) from its indexes. The final decision is expected to be announced on January 15, 2026, and if the exclusion is confirmed, it would take effect in February 2026. The potential removal is due to a proposed rule change by MSCI, which is consulting on excluding companies whose digital asset holdings (like MicroStrategy's significant Bitcoin treasury) represent 50% or more of their total assets, arguing that such firms resemble investment funds rather than traditional operating companies. Key Insights Decision Timeline: The consultation period ends on December 31, 2025, with the final announcement on January 15, 2026. Impact: If excluded, passive funds tracking MSCI indexes would be force