$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ call me crazy but I am very concentrated in this and NVDA . Jensen went to China I bought the dip. He took Trumps message. Now I wait for best time to sale. Retire after that may be .Lot of climbing to do in life. Shorts suck. Bulls are gutsy. I’ll keep buying every dip until at least 150 in both.

$Palantir Technologies Inc.(PLTR)$ Looking at Moomoo call options for PLTR, this is about to get real. There are tens of thousands of call option contracts already in the money, and if it hits $100 and holds, well there are tens of thousands more going to be good too. I've seen lot's of negative leaning articles already this week about PLTR, it's customers, it's contracts, it's insiders, and anything else they can find. The earnings report could be huge and something is going to happen. Hang on for lift off.

$SUPER MICRO COMPUTER INC(SMCI)$ Had high hopes. Been here since the literal bottom. Can see this going 10x higher but they won’t let it. After reviewing Dell valuation, just looking to exit at a reasonable price and never return. Good luck.

$Palantir Technologies Inc.(PLTR)$ bears can say what they want, but this has done extremely well the last 2 months considering the market overall. The market will recover and only a fool expects a bad earnings report. Those 2 together brings on new highs come May. We go sideways if we get good earnings and the market continues down, but this will go up 2x the average once the market turns higher.

$SUPER MICRO COMPUTER INC(SMCI)$ smci would be nice to get a earnings date confirmation this week along with a new CFO who is guiding us into the future. Time for SMCI to get some closure on this CFO thing. Its been long enough and its just a better look than we have now. If we can get this deal wrapped up the market will likely like that. Especially if the CFO we hire is some super star that builds confidence.

$Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ Imo the company's performance and results deserve to be separated from what is happening in the market now, but the stock makers are taking advantage of what is happening in the market to put pressure on the price and dry up the supply in anticipation of the expected positive results after two weeks. I recently read a powerful comparison: whoever buys PLTR now is like someone who bought NVDA when it was $30. I do not rule out a launch like NVDA's launch of 25% with the results two years ago.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI continues to prove itself as a powerhouse in AI infrastructure — delivering cutting-edge, energy-efficient server solutions at scale. With strong partnerships with NVIDIA, AMD, and Intel, it’s uniquely positioned to ride the explosive demand for AI and cloud computing. And here’s something many are overlooking: if Trump’s proposed tariffs on Chinese tech and servers go into effect, SMCI — with its U.S.-centric manufacturing and supply chain — could gain a significant competitive edge. As global companies look to source from non-Chinese vendors, SMCI stands out as a high-performance, domestically-aligned alternative. In short: strong fundamentals, massive AI tailwinds, and potentially fa

$Palantir Technologies Inc.(PLTR)$ Where there is a smoke there’s fire. I feel very strongly that Palantir will inevitably go through a stock split within the next two years. Others in the AI industry have already done it and the P/E is still high in comparison to actual revenue….today. Would not be surprised if it happens after it exceeds all time highs.

$SUPER MICRO COMPUTER INC(SMCI)$ Honestly think the market has taken such a beating and quality stocks like smci have been hit so unfairly that the market is just going to start rallying it's going to find its footing regardless of what's going on at the moment I think the fear Factor has already starting to settle in and logic will begin prevailing again looking forward to this lead up to earnings with smci

$Palantir Technologies Inc.(PLTR)$ This stock is getting ready to absolutely rip for the next 3 years. Contracts are pouring in. Revenues and net income will continue to increase. The P/E and forward looking P/E will drop, and here’s a hint as to why. It won’t be due to the stock price. What does “E” stand for?

$SUPER MICRO COMPUTER INC(SMCI)$ 2023 revenue 7.1b. pe ratio 25. 2025 revenue 24-25b. pe ratio 14.56. pe ratio shouldn't be less than 20+ with this growth rate. this was priced for the future perfectly at 66 until trump crashed everything. with future eps estimate for 2026 of 3.66 pe ratio would be 18. this can go to 70 in the future

$Palantir Technologies Inc.(PLTR)$ PLTR has nothing to do with NVDA. in fact NVDA $ may go in to PLTR.. Far more growth potential and we KNOW Palantir will be getting many more DOGE contracts...this board is full of children. Palantir can still be a multi-bagger in the next 5 years. Nvda had its parabolic run...

$SUPER MICRO COMPUTER INC(SMCI)$ With earnnings 2 -3 weeks out theres some consensus it will be on 29 April considering its for period ending march it makes sense itll be at the end of next like most other ER's relesaed from this company, then theres also the 6th of May which also seems likely as its portrayed on trading view for that date. However getting to the point, I think we need to be getting our positions in order now considering either it will run or dump into earnings. I for one think it will run.

$Palantir Technologies Inc.(PLTR)$ The venture capital firm “Founders Fund” run by billionaire Peter Thiel just added a $4.6 billion late-stage funding, filed w SEC Friday with more to come.  Palantir is a top holding.  Can only put more buying pressure on PLTR.  Meanwhile Palantir continues to become the AI resource of choice for military as well as commercial and government efficiency.  I have never seen such a perfect trifecta.  No wonder Thiel billionaires are buying more shares.

$SUPER MICRO COMPUTER INC(SMCI)$ Definitely good news today about the tariffs. I don't think we see a crazy 40% gain this week. I could be very wrong and I hope I am. But there are still some management issues that SMCI is slowly addressing. There is still the Q4FY25 revision of earnings on the low side of estimates. And maybe we can actually get those Q4FY25 earnings without any drama. Shorts and PUTS are still a major roadblock. And we have the unpredictable President. But us long will keep marching forward and taking advantage of the low PE.

$Palantir Technologies Inc.(PLTR)$ Market should rip tomorrow on the tariff exemptions. PLTR should benefit as well. More importantly, I fully expect large military contracts are forthcoming, and I fully expect earnings to match (or more likely beat), AND guidance will be more than encouraging. That is the key. The narrative will be more than bullish for growth. Next Oracle…

$SUPER MICRO COMPUTER INC(SMCI)$ I am thinking that SMCI will beat big and will rock all naysayers who are beating it down daily. This is an accumulate before earnings. Buy every dip as I can see it double in prices. Disbarring a recession of course which is still months away.

$Palantir Technologies Inc.(PLTR)$ The tariff nonsense hopefully subsides as Bessent takes control away from the lunatics Lutnick/Navarro. Still a lot of ground to recover. I had thought $135 by ER if Navy contract announced and Naz back to 20k. Just have to let the story develop.

$SUPER MICRO COMPUTER INC(SMCI)$ This pullback is not a bad thing. Another spike probably would have been shorted right at tip off. Now the bullish investors can have a better shot at holding support. Hopefully this continues to rally into next week. It’s worth at least $100 so it’s crazy undervalued.

$Palantir Technologies Inc.(PLTR)$ You either believe in a company or you don't. Stop trying to time the market. PLTR should be tariff proof and is still growing exponentially, likely even more so based on volatility of market and companies trying to be more financially efficient.Not to mention PLTR is the face of the US military and Trump loves military spending.