To The Moon

$Palantir Technologies Inc.(PLTR)$  Burry covered half of his Palantir short. So the price bottom is probably near or over.

$Palantir Technologies Inc.(PLTR)$ Michael Burry just said in his newsletter that he closed his short position on Palantir PLTR. He's not short it anymore. He's scared!

$SPDR S&P 500 ETF Trust(SPY)$ These wild swings in tech look like some hedge funds having to sell winners to chase what's hot now, like the MU trade and OpenAI developments. For investors, it's really a buying opportunity because they're just overdoing the moves in these established tech names. Not pleasant, but you can understand it.

$Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$  Hang in there, bulls. Nothing's changed. The correction is almost over. These three giants won't stay down for long. The money will rotate back into hyperscalers soon. Chip stocks can't run on their own.

$Meta Platforms, Inc.(META)$  Reading all the posts from bears and panic sellers, I still think META isn't going anywhere and will be back over 700 a year from now.

$Palantir Technologies Inc.(PLTR)$ Bought at $6.16, sold some at $30 (a bit silly in hindsight), sold some at $170, and sold some at $143. Holding the rest until the wheels fall off. It's been a good run.

$Palantir Technologies Inc.(PLTR)$  Just announced a strategic partnership with $Zeta Global Holdings Corp.(ZETA)$ , and this one actually caught my attention a bit more than the usual headline noise. Zeta is rebuilding its entire Data Cloud on Palantir Foundry, so this isn't just "integration talk"—it's basically core infrastructure being tied into PLTR's stack. That kind of move usually doesn't happen casually. Not trying to oversell it based on the day-one reaction, but I do think these are the types of deals that quietly compound over time if execution holds up.

Buying $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$  has quietly become one of the simpler ways to stay with the market over a multi-year horizon. They're starting to feel a lot like $Alphabet(GOOGL)$  did back in 2025—dominant platforms, massive cash flow, and still misunderstood at different points in the cycle. A lot of people try to overthink this, chasing every new theme, every hot ticker, every narrative rotation… but the reality is usually much simpler. The biggest winners tend to be the companies that already control distribution, infrastructure, and user attentio

If I had to narrow it down to three areas I'm watching right now: $Celsius Holdings, Inc.(CELH)$  Momentum names that have seen heavy corrections but still have strong consumer growth tailwinds. The setup here is more about a potential re-rating if sentiment stabilizes. $e.l.f. Beauty Inc.(ELF)$  A high-growth consumer beauty play that tends to move fast when risk appetite returns. Volatility is high, but so is the upside when the trend resumes. $Meta Platforms, Inc.(META)$  / $Netflix(NFLX)$  Quality mega-cap compounders. These are less about "catching a quick move" and more about riding sustained ear

Day 25 watching $Meta Platforms, Inc.(META)$  toward $1000. Ads still generate cash, buybacks support the price, AI is the next layer. The market is debating valuation versus earnings compounding, but the trend stays up over time. No straight line, just time versus price. Do you think it gets there this cycle?