$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue. There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype. If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$
$Palantir Technologies Inc.(PLTR)$ A new winning partnership with Knox, and the AI partnership inroads keep getting bigger and stronger by the week. $250 is right around the corner after the Nov. 2nd earnings.
$Palantir Technologies Inc.(PLTR)$ Don't kill the messenger, but the chart is screaming 125 before EOY. Gap fill, Fibonacci, and the weekly trend line all point to that level.
Elon just said it again: “Tesla self-driving feels like magic.” Paul Graham’s Model 3 FSD experience is going viral too. No controls touched, driveway to parking spot. The unsupervised era keeps getting closer. $Tesla Motors(TSLA)$
$Palantir Technologies Inc.(PLTR)$ No gain today, but it has now closed above last December's all-time high for two straight days. Even the best stocks need time to absorb profit-taking and work through corrections. As long as the long-term trend stays up, that's really all that matters. Nothing to complain about here.