To The Moon

A Valuation That Assumes the Ending I see Tesla in May 2026 as the market’s boldest intellectual gamble—a company priced not on what it earns, but on whether it can industrialise autonomy before reality reasserts itself. At roughly $381 per share and a market capitalisation near $1.4 trillion, Tesla is being valued less as a business and more as a thesis. The numbers themselves are almost mischievous. A trailing P/E above 340 and a forward multiple near 180 would be ambitious even for a pure software firm, let alone a company still generating the majority of its revenue from manufacturing. Yet Tesla sits here comfortably, as if gravity were more of a suggestion than a law. The tension is unmistakable. The financials describe a company still wearing steel-toe boots. The valuation assumes it

$Palantir Technologies Inc.(PLTR)$ is scheduled to release its fiscal Q1 2026 earnings on Monday, May 4, 2026, after the market close. The stock is currently in a high-stakes position, trading around $143, which is roughly 30% below its November 2025 peak. Here is an analysis of what to expect and the levers that will likely move the needle. Summary Table: Q1 2026 Expectations Note: Given the high valuation, this is a "perfection is priced in" scenario. Tactical traders often use vertical spreads (like a Bull Put or Bear Call) in these environments to define risk against the high IV (Implied Volatility) crush that typically occurs the morning after the announcement. Palantir’s Q4 2025 earnings, reported on February 2, 2026, were described by manag