PLTR

I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.

Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.

That's a direct quote from Palunteer CEO Alex Karp. And that was after his company just posted one of the best quarters in its history as a public company.

Uh we're going to take a closer look at Poundier. This is a company that has pretty much built this grow nar this growth narrative of its of of its business focused around AI and more importantly nations building their own AI solutions.

Palanteer sell signal in place. And in fact, Palanteer had a pretty rough week down 8% this week. that sell signal got into place on um on Friday in fact. So when you woke up this morning that sell signal was there saying e now may not be a great time to be owning Palunteer.

I know a lot of people have made a lot of money in Palunteer and all stocks are bad. Every once in a while they act right but all stocks are bad. They all want to steal your money. That's the way I look at it.

Cathie Wood grows Robinhood stake and sheds more AMD and Palantir.

Cathie sold some Palantir. Um I have not that she cares because she doesn't, but I have no issue with that. It certainly it looks like it's got a lot of resting to do. And so, I think it's good to be selling that frankly, if you're long this stock and you're looking for someplace else to put your money, this would be one that you exchange your money uh your your stock for cash and then look to buy uh something else. she sheds Palantir. That's good.

Palunteer. Palunteer. This thing has vexed me for the longest time. I was expecting a mean reversion at 169. You know, that whole 160 zone. It didn't happen. It kept on running.

It ran all the way up to 189. I'm like, what the hell? All of my indicators said this thing was going to roll over and turn down and it did. But but I tell you how early I was, which is annoying.

And again, DA isn't perfect. So if you look at the amount of time I had to wait uh basically, you know, nearly 27 days uh for that to roll over and turn down and it is.

Palantir raised its full-year 2026 revenue forecast to more than $8.1 billion on average, representing an 82% year-over-year increase. Given that this company is highly profitable in terms of operating profit margin and cash flow from sales, these revenue growth rates are likely to lead to booming profits and cash flows for investors.

If you own shares of Nvidia, AMD, or Palantir, you are told to hold on, buy on the dip, and strengthen your positions because a multi-billion dollar wave is coming.

We will start with the most controversial of the three, Palantir. This stock has become the advertising face of the artificial intelligence business . So, let's see if the numbers actually support that .

We will present the optimistic viewpoint, then the pessimistic viewpoint , and then I will tell you what I personally believe.