$Advanced Micro Devices(AMD)$ AMD extended the rally into fresh all-time highs. As long as the recent May low holds, the bullish sequence stays intact and the next upside target remains the $621 area.
$Palantir Technologies Inc.(PLTR)$ The selling we've seen in recent sessions looks weaker compared to what happened in April. If this pattern repeats or improves, bears could be in for a tough time. I think all it takes is one solid bullish candle to see a fast move back up.
$NVIDIA(NVDA)$ Nvidia selected Navitas ($Navitas Semiconductor Corp(NVTS)$ ) for its 800V AI factory ecosystem. 800V DC is becoming the standard for next-generation AI data centers. Every gigawatt-scale AI factory Nvidia builds requires power semiconductors that can handle it. Navitas provides exactly that: GaN and SiC chips with 97.5% efficiency and 2100 W/in³ power density. Nvidia showcased their board today at Computex, integrated within the MGX AI Factory platform.
$Palantir Technologies Inc.(PLTR)$ Nice to see this stock in the green for a change. Was a bit worried it might stay red permanently. Hoping this could be the start of a price recovery.
$Advanced Micro Devices(AMD)$ That touch to 500 was a good sign, and to me, it feels more like AMD is just getting started on its path to higher levels.
$Palantir Technologies Inc.(PLTR)$ Understand this. Palantir is not going to be charging the low rate they are charging now when the whole world is dependent on AI. It is going to be a top 7 company in the United States, and Alex Karon will be among the top 10 richest men in America.
$Palantir Technologies Inc.(PLTR)$ They managed to do it. The big players took plenty of shares from weaker hands, so now the path is clearer for an upward move.
$Palantir Technologies Inc.(PLTR)$ It's a bit disheartening to see the small investors selling their shares—almost in a panic—to the big institutions, especially with the stock up about 15% over the last six months. This is happening without many even looking at a balance sheet or a proper business plan for PLTR. The price feels held down like a bobber until the institutions get what they want. No wonder roughly 80% don't beat the market average. It's frustrating that a few can dictate so much of the movement. PLTR is a rare unicorn that actually makes money with AI, while many small-time holders still think of it as just a software and consulting shop. Don't get me wrong, I've been grateful for every buying opportunity, but I don't like seei
$Advanced Micro Devices(AMD)$ AMD's 5-year return is 447.91%, compared to the S&P 500's 79.21%. Meanwhile, INTC's 5-year return is 120.35% vs. the S&P 500's 79.24%. All the “geniuses” on this board clearly can’t comprehend the fantastic work Lisa Su has done with this company. Good luck to the longs!
To Alex Karp: Don't you think it's time to address the media that keeps pushing $Palantir Technologies Inc.(PLTR)$ down? Your company is so far ahead that most people don't even understand the products it provides. Sometimes, you have to remind people. You recently announced a fantastic profitable earnings report, and Wall Street dismissed it as if it were no big deal. You had record earnings and zero debt. What am I missing? Can someone please explain it to me?
$Advanced Micro Devices(AMD)$ StockStory Team sees potential in AMD. Its strong sales growth shows it won market share, and there's a decent chance its momentum will continue.
$NVIDIA(NVDA)$ NVDA is a cash cow juggernaut! One of the best stocks in market history. Bulls are crying with joy, while bears and skeptics are just left crying.
$Palantir Technologies Inc.(PLTR)$ Totally oversold after a massive earnings beat, with many institutional price targets above 200 dollars. Looks like consolidation is finished here. I suspect it will bounce up from this level. There's too much support here, it's time for a move higher.
$Palantir Technologies Inc.(PLTR)$ Looking five years out, things could go in a lot of directions. Karp mentioned he believes revenue will double again by 2027, so that gives a near-term view on how the business might progress. He also said, “Our biggest problem in the U.S. right now is we just can’t meet demand.” I’ll read between the lines and say, I’m in it to win it!