To The Moon

Software growth isn't evenly distributed. At the top of the hierarchy: Best-in-class (40%+ CAGR): $Palantir Technologies Inc.(PLTR)$  One company currently defining what "elite growth software" looks like. The gap between top-tier and everyone else is widening.

Software growth leaders. A breakdown of the 3-year CAGR: Best-in-class (40%+) $Palantir Technologies Inc.(PLTR)$  Elite (25–29%) $Cloudflare, Inc.(NET)$  $Snowflake(SNOW)$  These are the software names delivering strong growth over multiple years. Best-in-class leaders like $Palantir Technologies Inc.(PLTR)$  are setting the pace, while $Cloudflare, Inc.(NET)$  and $Snowflake(SNOW)$  are elite runners in the AI/data cloud cycle. Watch how they perform during pullbacks.

$Palantir Technologies Inc.(PLTR)$ I can always buy more if it goes lower.

$Palantir Technologies Inc.(PLTR)$  Although PLTR is down premarket and will likely end the day lower, I have no doubt it will recover most of its losses by the close. After such a big upside move over the past few days, a pullback was expected. Today or tomorrow should mark the bottom as PLTR continues its move toward the $200 area in due time.

$Palantir Technologies Inc.(PLTR)$ The price could still dip once more into the 120s to 130s range, but I really hope it doesn't. I'm only saying that because I hope Burry is getting smoked again, and I mean really smoked.

$Palantir Technologies Inc.(PLTR)$ Palantir has full contracts with the government. The stock could go to $200.

$Palantir Technologies Inc.(PLTR)$ Those who didn't believe in PLTR and sold below $140... sorry man, you got tricked, since then.

$NVIDIA(NVDA)$ Quietly noting that Nvidia futures are up. Could break through $300 in the near term.

$Palantir Technologies Inc.(PLTR)$ Palantir is a best-of-breed company. That said, the market can be extreme sometimes, like Dell's stock jumping over $100 after earnings... it's somewhat weird to me, and I'll check their report further. While that may be, Dell and Snowflake might be giving Palantir a lift. Still, Palantir itself has had its own justifiable upward momentum brewing, though volatile, and it looks likely to continue upward.

Short sellers might be in for more pain. Nasdaq looks set to take off. But, someone mentioned $Tesla Motors(TSLA)$  would hit 300, and that hasn't happened yet. What's going on?