To The Moon

$Palantir Technologies Inc.(PLTR)$ The key reversal zones at $106 and $118.8-$122.64 both held as expected. PLTR is now building a higher low and testing the daily MA50 and volume profile resistance near $135. A reclaim above $135 would mark an important technical recovery step. One level at a time.

$Palantir Technologies Inc.(PLTR)$ from 122 to 134. Sellers got played.

$Palantir Technologies Inc.(PLTR)$  Palantir is still being deployed in high-profile, high-security environments across key sectors. The growth outlook for the next two years looks strong. I'm continuing to add on dips and hold.

The spending cycle for AI infrastructure seems to be picking up speed. According to Morgan Stanley, the combined capital expenditure from the major players could reach significant levels in the coming years. For $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ , the total CapEx is projected to be around $1.2 trillion in 2027 and roughly $1.4 trillion in 2028. Another key point is the potential expansion of available computing capacity, which could increase from about 30GW in 2025 to nearly 120GW by 2028—a fourfold jump.

$Palantir Technologies Inc.(PLTR)$ Seeing Tim Cook's involvement with the OpenAI lawsuit and Satya Nadella's essay quoting Palantir and Karp twice, it feels like a strong signal. It essentially confirms that if you're not using Palantir, you risk losing your proprietary data and IP to the LLMs.

$Meta Platforms, Inc.(META)$ It's reclaiming the neckline support after that double bottom. That's the kind of move that often goes under the radar. If it holds this level, the $500 range could start to look more like a point we've passed rather than the target. I'll be watching how it behaves on the next pullback.

$Oracle(ORCL)$ I think Oracle might still be one of the AI infrastructure plays the market hasn't fully grasped yet. Looking ahead, their profits are projected to triple over the next three years. Meanwhile, the stock is trading below 10x expected 2029 earnings. The real story is the OCI growth. Oracle Cloud Infrastructure is expanding fast, up 93%, and their remaining performance obligations backlog has grown to around $640 billion. The main thing to watch now is execution. If demand from $Meta Platforms, Inc.(META)$ , OpenAI, and other AI clients keeps converting that backlog into actual revenue, Oracle could position itself as the fourth major AI cloud player before the market fully prices th

Looking at the Magnificent 7 from a valuation perspective, $Microsoft(MSFT)$  is starting to look more interesting. I compared current earnings value to future growth expectations for the group. One key observation: $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$  all have a smaller portion of their valuation tied to future growth compared to the broader index. $Alphabet(GOOG)$  is a bit of a special case due to its search dominance, but $Meta Platforms, Inc.(META)$  and

Looking at the current earnings of the Mag 7, I compared how much of each company's valuation comes from today's profits versus future growth expectations. What stood out is that $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$  have a much smaller percentage of their value tied to future growth compared to the broader index. While $Alphabet(GOOG)$  has its own story with search dominance, $Meta Platforms, Inc.(META)$  and $Microsoft(MSFT)$  are the ones that really caught my attentio

$Meta Platforms, Inc.(META)$ This stock is making a comeback.