To The Moon

$SpaceX(SPCX)$ This reminds me of the old $Palantir Technologies Inc.(PLTR)$  days, which I made a truckload on. Revenue in the low billions but worth hundreds of billions. SPCX revenue in the low billions but worth over $2T. One thing I'm certain about though is the monopoly angle, commanding 80% of the orbital launch market share for now. Starlink is virtually a monopoly, and buying into a monopoly early can pay off later on.

$Palantir Technologies Inc.(PLTR)$ Let's get the momentum back and take this to 197.

$Infleqtion(INFQ)$ Ready for this to blast off. Incredibly oversold, triple or even quadruple bottom on the chart. And what is this price even, 8 bucks after everything that happened since it went public? Including appearing at the White House with Trump alongside the CEOs of IBM and GOOGL? Won a NASA contract of 20 million, followed by an additional 20 million? The only quantum firm with full 100% organic quantum revenue? An A-star team with Matt from Wall Street as CEO and Pranav, the multi-quantum modularity scientist who won the highest distinction, together with Dana and Paul Lipman? Zero debt with over 500 million in cash held in corporate bonds? An actual working quantum product, sensors, generating revenue right now instead of waiting

$Palantir Technologies Inc.(PLTR)$ Maybe this is the last chance for shorts to cover below $200.

Not thrilled to see $NEBIUS(NBIS)$  and the other tech names I'm holding drop, including $Hut 8 Mining Corp(HUT)$ , $DigitalOcean Holdings, Inc.(DOCN)$ , $Palantir Technologies Inc.(PLTR)$ , and APLD. Still, I picked up 275 NBIS shares at $36 each and I'm holding long term. Not worried. This stock is a monster.

$Palantir Technologies Inc.(PLTR)$ Quick story about conviction. Long story short, I was at one point down nearly 500k on ESPR. I stuck to my conviction on the thesis that they were a real company and would eventually get bought out. They did. I rode it all the way down and back up, and I did very well. Some of my fellow $Esperion Therapeutics(ESPR)$  holders got screwed, some did not. $Ondas Holdings Inc.(ONDS)$  is no different. I'll ride it as far down or up as it goes. Where I will exit is TBD, but one thing is for certain: I will never capitulate. Down 70k as of now is what it is, all relative. $Ondas Hol

$Palantir Technologies Inc.(PLTR)$ Holding steady. I actually like it when my stock dips like this, just 0.5%-1% before moving up again.

UNH operating earnings came in at $6.6B. That is pretty close to what $Palantir Technologies Inc.(PLTR)$  brings in for a full year of revenue. $Palantir Technologies Inc.(PLTR)$  is sitting at a $500B market cap, while $UnitedHealth(UNH)$  is at $340B. lol.

$Palantir Technologies Inc.(PLTR)$  There's really only one reasonable bear thesis here: that the TAM isn't big enough to support the growth trajectory. I think that's wrong, but at least it's a reasonable opinion. When people say the software is trash, regular, or nothing special, it just makes them look uninformed. Those comments crack me up every time I read them.

$Palantir Technologies Inc.(PLTR)$  If we close green today, I might finally be able to afford some decent ramen tonight instead of the packaged stuff.