I feel confident that $Micron Technology(MU)$  and $ARM Holdings(ARM)$  are set to push higher. The AI story isn't slowing down, it's just getting started.

The Golden Dome concept needs a strong stratospheric presence to really work. Only one stratospheric ISR company has deployments with Air Force Special Operations Command, multi-national forces at UNITAS 2025, NASA, UK MoD, and a formal partnership with PLTR. $Ondas Holdings Inc.(ONDS)$  also has an active Golden Dome contract seat under the $151B SHIELD IDIQ. SHIELD explicitly funds data collection, persistent ISR, and AI integration as core work areas.

$Palantir Technologies Inc.(PLTR)$  Burry said his weekend research made him think the AI bubble may burst sooner than later, so he moved up his timelines and turned to put options for more structural leverage. He's also famously said he sees Palantir's long-term intrinsic value below $1 per share. A dollar? He's completely lost his mind on this one. He can keep waiting for $1 while the next wave of AI security takes this to $300.

$ARM Holdings(ARM)$ Running up on Muse and then selling right when NVDA just announced a platform for AI safety that runs on ARM architecture doesn't make much sense to me.

$ARM Holdings(ARM)$  Helped design the Vera CPU that runs the new AI safety platform $NVIDIA(NVDA)$  just announced, and you're selling ARM?

$NVIDIA(NVDA)$ They just announced a new AI safety platform that runs on Vera CPUs, and people are selling down $ARM Holdings(ARM)$ , which is the company behind those Vera CPUs. Come on, know your investment.

$Ondas Holdings Inc.(ONDS)$ $Palantir Technologies Inc.(PLTR)$ It's wild seeing people sell for pennies. I'll be looking for this around the $20 level.

$Palantir Technologies Inc.(PLTR)$ This trendline has been tested four times now. Once it breaks above cleanly, it should push toward ATH. Maybe one pullback first, then 220+.

$Palantir Technologies Inc.(PLTR)$  The same people who keep calling this a great short have been saying it for weeks and months. Some of them were saying it back at $120, and they're still saying it now. If it happens to dip $5, they'll all act like they saw it coming.

$Palantir Technologies Inc.(PLTR)$  Very few will understand why I'm posting this on the PLTR ticker. California's governor signed Jay Leno's classic car smog exemption into law, right in Jay's own garage. PLTR to the moon. 200+ soon.

$Palantir Technologies Inc.(PLTR)$ It might start to get wild into the close. I'm excited to see it play out.

$Palantir Technologies Inc.(PLTR)$ The market clearly seems happy with the rate hike. I suspect that's because it understood the move was needed with the Iran war creating inflationary turmoil, and it was reassuring to see that under new management the Fed would still act independently and resist political pressure. I'm old enough to remember the stagflation of the late 1970s, and that's something I never want to see repeated in my lifetime.

$Palantir Technologies Inc.(PLTR)$  I have a theory. Everyone's expecting the market to have a rough day after the 2pm hike. Since that's the consensus, I think the opposite will happen. Day traders will short or buy puts around 1:50pm, and Wall Street is going to pump this into the $190s through Friday, burning everyone's premiums. I have call options I bought on Monday, originally planning to close Wednesday morning. Now I'm thinking I'll ride it out and see how good I really am at predicting the market.

$Palantir Technologies Inc.(PLTR)$ Karp was on CNBC on Thursday. The interview should be both informative and entertaining. He gets it right every time, and people tend to take notes when he speaks.

$Palantir Technologies Inc.(PLTR)$  Just another pullback after that strong move up. It should consolidate for a bit, and then PLTR can start pushing toward higher prices again.

$Palantir Technologies Inc.(PLTR)$ Whenever PLTR moves up, someone brings up billionaire shorts on the stock, like Michael Burry and Cathy saying they are selling off. Noticing that small investors will never benefit from the short market since we don't have billions, and we can only benefit from bullish markets, which tempts small investors to sell.

$Palantir Technologies Inc.(PLTR)$  S&P Global polled 32 analysts and the consensus rating here is BUY, with an average price target of $191.68. The highest estimate comes in at $255 on Stockanalysis.com.

$Palantir Technologies Inc.(PLTR)$ Even if it hits $1,000, there will probably still be people calling it an easy short.

$Palantir Technologies Inc.(PLTR)$ Just a chill guy here. Long and strong for years.

$Palantir Technologies Inc.(PLTR)$ The earnings report is out. $NVIDIA(NVDA)$  delivered a solid beat and raise, both looking forward and back. No surprise there.