$Palantir(PLTR)$ The market pulls back a few times a year, that's just how it goes. This kind of action is healthy regardless of the narrative around it. Price targets get used to move a stock for one reason or another. This is a growth stock. I think it could be above 200 within a month or two. It's healthy.
$Advanced Micro Devices(AMD)$ AMD looks underappreciated by the market. Below 30x 2027 forward earnings with 100%+ expected EPS growth, and the CPU business alone could be a $100B+ revenue opportunity by 2030. The upside here seems overlooked.
$Advanced Micro Devices(AMD)$ During AMD's last earnings call, Elon made a statement about only buying NVDA GPUs. Then he later did a similar move by engaging in talks with TMC, which targeted Intel.
$Palantir Technologies Inc.(PLTR)$ NOV06 205C, still actionable. Zone: $194.82 to $197.56 Invalidation: close under $189.42 Objectives: $202.63, then $212.94 The math: up 3.3% to the first objective and 8.5% to the second, against 3.5% risk on the invalidation, about 2.4 to 1 to the second. Palantir looks like a strong name that ran to a record high earlier this month and then pulled back while everyone waited for the next report card. Palantir reports on November 2 after the close. It fell 2.7 percent to 196.19 dollars but still held above the 194.54 dollar low, well above the 189.42 dollar low from earlier this week. That is a swing run into a catalyst. Buyers have a clear floor to lean on, and the road back first runs through the high from
$Advanced Micro Devices(AMD)$ AMD shares rose 3.4% to $552.72 after Susquehanna raised its price target from $550 to $620 while maintaining a positive rating.
$Advanced Micro Devices(AMD)$ Susquehanna raised its price target on Advanced Micro Devices to $620 from $550, while keeping a Positive rating on the stock. Analyst Christopher Rolland cited anticipated upside for third-quarter earnings and fourth-quarter guidance, driven by strong AI demand and a continuing industry upcycle.