To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ 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. $NVIDIA(NVDA)$ 

$Invesco QQQ(QQQ)$ $Tesla Motors(TSLA)$ I see an HL double bottom on the 4hr, just saying.

$BigBear.ai Holdings(BBAI)$ BBAI feels like the $Palantir Technologies Inc.(PLTR)$  of peace, security, and orderly lines. It seems like it should be the gatekeeper here. BBAI as the gatekeeper in general, at least when Sunner runs the rollout through his Ghostbuster tracking model. Planter is almost always Rick Moranis. We are always the lady.

$Palantir Technologies Inc.(PLTR)$ 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.

$Tesla Motors(TSLA)$  I think a 10% move to the upside was what the whole world was talking about with that event.

$Palantir Technologies Inc.(PLTR)$ 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.

$Palantir Technologies Inc.(PLTR)$ Seeing that 200+ on the board sure is sweet. Now we wait and relax for 350.

$Tesla Motors(TSLA)$ Selling has stopped. I think it is time for the bulls for a while.

$Palantir Technologies Inc.(PLTR)$  PLTR is green after the bears failed to take it down all week.

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. $Tesla Motors(TSLA)$