To The Moon

$Alphabet(GOOG)$ $Palantir Technologies Inc.(PLTR)$ $NVIDIA(NVDA)$ $Uber(UBER)$ $Visa(V)$ 🔥⚔️📊 The Five-Fold Face-Off: Who Reigns in the Titan Matchups of 2025? My Tiger Picks Backed by Momentum, Math, and Moats 💥🧬🚀

I don’t take coin tosses lightly, every matchup reveals how I think about growth, scale, and edge. Here’s how I’m calling the big five face-offs after crunching the data, technicals, and sentiment:

💡 My Tiger Picks Backed by Momentum, Math, and Moats

1️⃣ Google vs Meta: A ~ Google — stronger cash engine, Gemini scaling fast

2️⃣ Uber vs Grab: A ~ Uber — profitable scale beats regional mix

3️⃣ Palantir vs Axon: A ~ Palantir — AIP conversion and EU pipeline tip the edge

4️⃣ Mastercard vs Visa: B ~ Visa — network heft and tokenisation lead the curve

5️⃣ AMD vs Nvidia: B ~ Nvidia — unmatched datacentre momentum and margin power

Let’s break them down…

🎯 1️⃣ Google ($GOOG) vs Meta ($META)

I’m with Google here. While Meta is making noise with Threads, AI Ads, and Metaverse aspirations, Google’s core business is still printing money. The $2.15T market cap is backed by a forward P/E of just 18.4, and cash flow from Search and YouTube gives it dry powder for Gemini and DeepMind. Technically, the $175–$178 region is consolidating well, and the 30-day MA sits at $176.38, ready to act as short-term support. I’m also tracking their 9.6 EPS forward with a healthy 34.8% ROE.

🛞 2️⃣ Uber ($UBER) vs Grab ($GRAB)

This one’s simple; Uber’s operating leverage is fully kicking in. Trading at $92.13 with a P/E of 16.3 and 31.9 forward, it’s turning into a cash machine. Compare that with Grab, which still leans into losses to fund ecosystem dominance. Uber’s Freight spin-off, Eats expansion, and autonomy partnerships (like with Waymo and Serve Robotics) give it a multisegment moat. Technically, Uber reclaimed its 52-week high ($94.38) with the 5-, 10-, and 20-day MAs stacked bullishly 🐂🐂

🧠 3️⃣ Palantir ($PLTR) vs Axon ($AXON)

Palantir wins here, hands down. Forget the 566.8 P/E, it’s about the AIP flywheel. Government contracts are sticky, and commercial growth is now compounding. The 52-week high of $148.22 is still within reach after this retrace to $130.68. AIP has 34 named clients and counting, and the EU just awarded a 5-year digital sovereignty contract to Palantir. Forward EPS is 0.579, and yes, the 225.7 forward P/E is nosebleed, but this is a narrative and conversion play, I’m backing execution over optics.

💳 4️⃣ Mastercard ($MA) vs Visa ($V)

Visa wins the infrastructure game. It’s got the broader tokenisation rollout, more international rails, and has quietly become the embedded payment layer across fintechs. Trading at $355.47, it’s on a 31.4 forward P/E, with EPS (TTM) at 9.96 and ROE at 50.7%. MA has strength in cross-border and digital wallets, but Visa’s 64% global credit/debit card share remains unmatched. Technicals show consolidation just above $352.18 support, I’m watching for a bounce toward $375.51.

⚙️ 5️⃣ AMD ($AMD) vs Nvidia ($NVDA)

This is Nvidia’s house. While AMD is scaling well in data centres and leaning into AI inference, Nvidia owns the GPU stack and CUDA moat. $NVDA just hit $153.30, coming off a small pullback after tagging a 52-week high of $158.71. Despite a 49.4 P/E, its forward P/E is just 35.6, completely justifiable with 131B data centre revs, 53.2% ROA, and 115.5% ROE. I’m tracking the wedge breakout with MAs stacked bullishly. Add in massive options call volume above $150 and short volume fading, bulls are in control.

📊 Watchlist Moving Forward

• Google: Look for Gemini monetisation updates at the next earnings

• Uber: Watch for freight spinoff IPO and further AV partnerships

• Palantir: Track US government renewal cycles and AIP enterprise deals

• Visa: Follow tokenisation rollout in Asia and Tap-to-Pay volumes

• Nvidia: Keep eyes on Micron’s HBM chip supply updates and DGX Cloud uptake

💬 Let me know your five @Mig @icycrystal @koolgal @1PC 

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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