$POP MART(09992)$ The recently released film "Nezha: The Devil Child Raises the Sea" has been a box office hit, and related figurine products are in short supply. The company is urgently adjusting production plans to restock. Seizing this opportunity, my short-term trade yielded substantial profits—so happy!

$Palantir Technologies Inc.(PLTR)$ Palantir is enjoying an irreversible lead in AI, along its initial trajectory of AIP. Analysts are adjusting their price targets higher. Hey skcots.picker, so what nose picker! That doesn’t make him like any of them as you insinuate. Insinuate is a four syllable word. I don’t know if you have the capacity to understand anything above two syllables!

$NVIDIA(NVDA)$ Who would have thought that DeepSeek would pave the way for AI to be applied on a smaller scale using less power to a now massively bigger market? Chips will be in massive demand for the next three years easily. It cost us 25 bucks a share in one day. Probably be a month before we recoup the loss. Unless something else happens.

$Palantir Technologies Inc.(PLTR)$ As expected, tech stocks have surged significantly. I casually looked up several platform companies in the US stock market, and the numbers are really eye-catching. VMware had a revenue of $12.8 billion in 2022 before being acquired by Broadcom, which valued the company at $69 billion. EQIX has a revenue of $8.2 billion and a profit of $1 billion, with a market value of $89 billion. ServiceNow has a revenue of $11 billion and a profit of $1.4 billion, with a market value of $208.4 billion. PLTR has a revenue of $2.9 billion and a profit of $460 million, with a market value of $236.5 billion (I couldn't believe my eyes when I saw this number and checked it three times before writing it do

$NVIDIA(NVDA)$ Large models running on mid-to-low-end cards with optimized algorithms can also achieve results comparable to GPT. So, is there no need for high-end computing power? Why don't the opposing large models optimize their algorithms as well? Even with high-end cards, wouldn't they still be ahead by an order of magnitude? Isn't the most critical factor still high-end computing power?

$Palantir Technologies Inc.(PLTR)$ A "big data analytics company" in the AI sector with a growth rate of 36% is already trading at a PS multiple of 59. Although its commercial contract growth appears to be very rapid, almost doubling, hasn't the stock price already priced in the growth since the last earnings report? With $1.7B in commercial contracts on hand, that means the sales for half a year can be absorbed. It's not that much. The stock price was at $48 after the last earnings report, and then it rose by 73% again after this earnings report!

$NVIDIA(NVDA)$ The essence of the decline is that ds bypasses the CUDA architecture and can be compatible with other GPUs. Without the moat of CUDA, NVIDIA has to compete fiercely with all GPU manufacturers, and its high profit margins will be gone. That's why AMD was the first to come out in support of ds.

$Palantir Technologies Inc.(PLTR)$ Palantir's financial report is expected to be impressive, and it should be able to secure a lot of contracts. Business intelligence equals efficiency, and AI is key to making decisions efficiently. I am confident in my prediction for Palantir(PLTR). As for the profitable defense sector, it's even more remarkable. It could surpass Lockheed Martin.

$NVIDIA(NVDA)$ Here's a perspective on Nvidia: Jensen Huang was well aware that Trump would intensify sanctions against China, which is why he didn't attend Trump's inauguration. The real heavy-handed move began with Biden's classification of AI exports into three categories of countries. This directly led to Huang's uncharacteristic public opposition. Twenty percent of Nvidia's AI chips are purchased by Singapore. Adding to the 10% revenue from China, Nvidia could see nearly a third of its income affected in the short term. The slowdown in Microsoft's investments, among other factors, is of secondary impact. That said, Nvidia's monopolistic position in the high-end AI market remains unaffected.

$Palantir Technologies Inc.(PLTR)$ If TSLA can go up $20 bucks after hours after missing big on revs, eps & units delivered (should be down $50), Palantir should go up $40 after they report, unless we are living in the upside down. BTW, I know that TSLA is up because of Musk's investment into the imaginary world of crypto. But a company doesn't even have to be profitable anymore? Palantir rocks.

$ASML Holding NV(ASML)$ bought my sold 680 puts back for pennie’s this morning after earnings making a nice profit. It was just too beaten down. covered calls will expire OTM so I can keep that premium too. Next weeks 790 calls selling for $2.25. Rinse and repeat. Gotta love the volatility DeepSeek created.

$NVIDIA(NVDA)$ retail is so desperate to buy it. this is a cyclical stock that peaks and then craters. this is not your msft that will steadily keep rising. faster they rise, quicker they fall. Just watch it's history from 2010. I’m only upset that I bought my shares at $126 and not at $116. You know DS used NVDA chips.

$Palantir Technologies Inc.(PLTR)$ I believe 75.93 is the 5-Day. 76.25 is a Fibonacci marker. And 75.55 was resistance point previously. Which direction it goes from here may be telling. Even if the lows are tested in the AM, we will be awed by the sheer buoyancy of the price of this stock by the PM.

$NVIDIA(NVDA)$ Deepseek is a scam they're running Google AI to answer questions. All of the question I've asked it are the same as Google's AI. Loading up on NVDA as I type. Deepseek will be exposed before trading begins. They are using the OpenAi code from when it was open source. No biggie

$Palantir Technologies Inc.(PLTR)$ Recently, a Chinese startup has demonstrated remarkable advancements, signaling a rapid catch-up with American tech giants. It appears that the U.S. is now in a competitive 'AI race' with China. The new administration's 'America First' agenda is underscored by an executive order on AI and a significant $500 billion investment in the Stargate infrastructure project. In this context, Palantir Technologies is poised for accelerated growth. Investors should anticipate an imminent hike in price targets, which may surprise some but will be expected by others, based on recent developments.Furthermore, Palantir is drawing comparisons to industry giants like Oracle and ServiceNow. The company is

$NVIDIA(NVDA)$ I own a stock that is $6 from its all time high and has over 80% of the market in the hottest sector.Billionaires are begging for their products and no slowdown in sight. Oh, and it is the most valuable company In the world. Is that good? What say you Bears/Trolls?

$Palantir Technologies Inc.(PLTR)$ Any significant technology will inevitably be used for military purposes. It is a matter of national importance, and no country would neglect it. It is a matter of life and death. PLTR has made it, and it is far ahead. Valuation? Estimate it based on the value of 340 million people in the United States.

$NVIDIA(NVDA)$ Don't stocks track the dynamic development of companies? If we always focus on prices, how did NVIDIA surpass Tesla, Amazon, Google, Microsoft, and Apple to become the world's most valuable company by market capitalization? Its price-to-book ratio and price-to-earnings ratio are so high, and its revenue is lower than that of the other five companies. Why can it still rise? Isn't it because investors are optimistic about NVIDIA's and AI's future?

$Palantir Technologies Inc.(PLTR)$ PLTR prominent on wallstreetbets this eveningPLTR: 15%-----25% plus pop from Q/earnings next month? And that's just one factor in Palantir busting past $100.....on the way to $300 plus. Patience will be rewarded in a huge way....guys and gals!

$NVIDIA(NVDA)$ Larry Ellison was very impressive today at the Stargate presentation. As an old school accomplished CEO he spoke better than the other guest. He made me want to buy ORCL just listening to how he embraced AI for cancer cures at the personal level. Thumbs up to Larry.