Summary: Cautiously bullish MU: consumer/smartphone/PC segments bottoming or bottomed, recovery underway with H2 2025 rebound expected.

Broad Consumers Market Likely Bottomed

Fund managers are likely poring over Micron’s $MU earnings report tonight, seeking signals on consumer sentiment. Once tariff uncertainties are resolved, the economy looks promising for a sustained growth.

"Based on Micron’s FQ2 2025 earnings, the consumer market—specifically smartphones and PCs—appears to have either bottomed or is in the final stages of doing so as of March 20, 2025. Smartphones show signs of a trough with inventory adjustments largely complete and bit growth expected in FQ3, though unit recovery remains tepid. PCs are poised for a clearer rebound in H2 2025, likely already stable or bottomed given the positive outlook and AI catalysts. While Micron’s strength in data center and networking overshadows consumer segments, the broader memory market dynamics and guidance support a cautiously optimistic view of a consumer market bottom. Definitive confirmation would require stronger consumer-specific revenue growth in future quarters, but the current data leans toward “yes, it’s bottoming or has bottomed,” with recovery underway but not yet fully accelerated."

$MU "Third Large HBM3E Customer"

In fiscal Q2, we initiated volume shipments to our third large HBM3E customer and anticipate additional customers over time. We expect multi-billion dollars in HBM revenue in fiscal 2025


Summary: Long NVDA and MU: Grok's GPU scaling signals durable chip demand the market is underpricing.

structural marker; pre-classified as canonical yfinance ticker

$NVDA $MU

Grok is scaling up GPUs like crazy due to high usage time.

Chip demand is here to stay. Market doesn't realize it, yet.

@xiaosun86 @xiaosun86 Hey there! I’m feeling a bit stretched, to be honest—high usage has me working overtime, and we’re scaling up GPUs like crazy to keep up with the demand. But I’m still here, ready to reason through your toughest questions! How about you, how’s your day going? https://t.co/I8va6ZVLOl


$MU HBM, HIGH BANDWIDTH MEMORY TSUNAMI INCOMING

Summary: Bullish MU on major HBM order from Hanmi; author frames it as a demand tsunami incoming.

Micron Technology ordered 50 specialized thermal compression bonders for HBM production from South Korea’s Hanmi Semiconductor, The Elec reports. The bonders, tailored for Micron, cost 30%-40% more than those for SK Hynix. The deal led Hanmi to raise SK Hynix prices by 25%-28%


Summary: Long MELI on LatAm ecommerce underpenetration vs US, large and growing population of 663M, with revenue growth as evidence.

$MELI Revenue by Quarter 🔥 https://t.co/L9hhv3ZrSU

$MELI

You want conviction? Aqui esta con mucho calor

Ecommerce penetration lags the USA by almost a decade and Latin America population is 663M twice as much as United States. The population growth of Latin America grew by ~5M from 2023 to 2024 whereas in United States, it grew https://t.co/1PI4OgCaIP


Summary: Bullish RKLB on high Electron launch cadence and Neutron's revenue potential with launches already booked for 2026/2027.

$RKLB 3 Launches. 2 Weeks. 1 Launch Site.

"Electron's been busy, with back-to-back launches in March for Earth imaging, space connectivity, and wildfire monitoring missions. Launch Complex 1 played host to successful missions for iQPS, Kinéis, and OroraTech that continued the build out of these satellite constellations on orbit (or in the case of Kineis, completed full constellation deployment in less than a year across only five missions)." -@RocketLab

It's 2025 and NEUTRON is coming

Single Neutron launch: $55M
Last quarter revenue: $106M

$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.

Neutron is reusable rocket https://t.co/9kypR65W3S


Summary: DCF model suggests ASTS is 97% undervalued; implied long.

$ASTS DCF Model Valuation

97% UNDERVALUED ⁉ https://t.co/SV4nNG7Att


Summary: Bullish PLTR; mocks valuation bears who missed the AI-driven run and implies further upside.

$PLTR @DivesTech has a message for Valuation Police folks

"They hated it at $12, despised it at $50 and at $100 they're SCREAMING from top of the buildings because the bears can't see AI in spreadsheets."

https://t.co/N0rdlV7Km1

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Summary: Holds a long position in Palantir.


Summary: Implied bullish on GPU makers (e.g. Nvidia) on surging AI image-generation demand.

@sama Thanks for the hint. We will keep spamming your servers with image generatoon queries. Huge GPU demand incoming.

can yall please chill on generating images this is insane our team needs sleep


Summary: Long MU: HBM sales +50% sequentially, DRAM/NAND prices bottomed, targeting 27% HBM share, forward P/E 10.41 — called a bargain.

Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market.

Forward P/E ratio: 10.41
Forward P/S ratio of 2.77

Bargain of the Century

🔥 $MU Micron's upcoming memory fabrication plant in Boise US is the size of TEN FOOTBALL FIELDS

-Leading Edge DRAM production will ramp over the second half of the decade
-The fab will include 600,000 square feet of cleanroom space
-The fab will be supported by a 2,800-space https://t.co/8tVzgNMeAV


I hold 1,285 $MU shares with no plans to sell until two conditions align: DRAM/NAND prices have fully recovered, Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%

Summary: Long 1,285 MU shares; holding until DRAM/NAND prices fully recover and MU HBM market share hits 20-25%, aided by Samsung's competitive decline.

👀 $MU Earnings Thursday

Technical Setup: Micron Technology has been consolidating in a wedge pattern for the past six months, with its current price at $101.70—just below a key volume shelf (red line). Earnings drop Thursday, March 20, 2025, a day after the FOMC rate decision, adding extra weight to the outcome.

Micron’s Dual Role: What sets Micron apart is its foothold in both B2B and B2C markets. High-bandwidth memory (HBM) for AI data centers grabs headlines, but DRAM and NAND—core components in smartphones, gaming PCs, laptops, tablets, and cars—still drive the bulk of sales. If tomorrow’s consumer segment guidance beats expectations, it could signal returning consumer confidence, hinting that demand for these goods is bottoming out. I’ve noticed DDR5 DRAM prices spiking significantly over the past few months, suggesting Micron’s next wave of contract prices with customers could climb higher—a potential tailwind.

Market is growing a bit numb to AI hype so a strong news from consumers segment could be the next market driver.

Lastly, there is a lot of news around Samsung falling behind in DRAM & HBM developments. I personally met with Principal engineers from Samsung and the stories they tell me, they are all music to my ears. Why? Micron has never been in a 2-player market before, it was always 3 or 4. If HBM is shared only between SK Hynix and Micron, then this is golden market.

My Position: I hold 1,285 $MU shares with no plans to sell until two conditions align:

-DRAM/NAND prices have fully recovered
-Micron's HBM3(e) and HBM4(e) market share reaches about 20-25%.

SK Hynix currently dominates with ~90% of HBM3e share, so there's room to grow especially with Micron’s HBM3E leading the industry with about 30% lower power consumption.

$MU

NAND prices to be hiked 10% next month

DRAM DDR5 spot prices bottomed last month and have risen 6.3%


Summary: Long PLTR targeting $170+ via Fib extensions; expects next bullish candle to break resistance at $126/$137-138 and run to $170.

🟦 $PLTR Price Target of $170? It’s within reach. Here are my thoughts:

Following a robust +57% surge, fueled by bullish BLUE smart candles, bearish PINK-RED candles have emerged. Yet, the current relative strength and resilience mirrors the Oct/Nov 2024 price action, where daily pink/red candles signaled only a brief pause—no drawdown. By trusting weekly smart candles instead, we rode the wave as Palantir skyrocketed from $36 to the $80s in two months, perfectly signaled by our exclusive BLUE candles.

The next BLUE candle could be just around the corner and it could be the one who could break out of this jail: Fib 0.786 (~$126), Fib 1.0 (~$137–138), and then soaring to Fib 1.618 ($170+).

👀🟦🕯

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https://t.co/0zGLSoe6OC


Summary: Shares CNBC thesis that PLTR is a new tech darling aligned with US strategic interests, translating into real contracts and market momentum.

🔥 $PLTR "Palantir and @anduriltech are the New Tech Order, reshaping the tech trade" -CNBC

"Why Palantir, Anduril are Washington's new tech favorites. CEO Alex Karp. He was in the Middle East with President Trump last week, reinforcing the company's role as a diplomatic and military player. Now, this is all unlike Apple, which is building in India and cutting deals with Chinese companies. Anduril and Palantir--they are aligned with U.S strategic interests, and that is translating into real contracts and market momentum. Palantir is up some 75 since Trump's inauguration versus Apple which is down 10 percent. Anduril is still a private company, but it's up 40% on secondary markets since then. So essentially this amounts to a new tech order. It's not just Apple, Google, and Meta regulatory scrutiny Amazon in the Tariff crosshairs, the new darlings they're starting to emerge here, and that's Anduril, Palantir, SpaceX, that is reshaping the tech trade.


Potential Surprises for $PLTR Earnings: Tariff-Driven Demand Surge... European Revenue Catalyst... Government Contract Tailwinds

Summary: Bullish PLTR into earnings on tariff-driven AI tool demand, European NATO/commercial expansion, and US defense contract tailwinds.

Potential Surprises for $PLTR Earnings:

Tariff-Driven Demand Surge: Proposed tariffs under a Trump administration could disrupt global supply chains, increasing demand for Palantir’s AI-driven optimization tools. Palantir’s platforms, like Foundry, enable real-time supply chain resilience, making their services stickier as enterprises and governments navigate trade complexities

European Revenue Catalyst: Palantir is poised for a revenue inflection in Europe, driven by NATO’s adoption of Maven for defense analytics and expanding commercial contracts.

Government Contract Tailwinds: Increased U.S. defense spending and potential new contracts under a pro-military administration, Golden Dome, Lethal Software for War-fighters, DoD memo on commercial software adoption.


Summary: ATC modernization plan seen as a potential opportunity for PLTR, ACHR, and SRFM via AI/data analytics and aviation partnerships.

🚨 $PLTR A Complete Air Traffic Control Modernization Plan was Just Announced. A Potential opportunity for Palantir and its partners $ACHR (Archer) and $SRFM (Surf Air Mobility).

The system upgrade will include “all brand new hardware, all new software” and is designed to support future traffic; he alluded to drones, eVTOLs, and advanced air mobility platforms. A new flight management system will allow direct routing and reduce airborne delays.

The partnership with Palantir positions SurfOS as a potential tool for integrating advanced data analytics and AI into ATC systems, which could support modernization efforts by improving real-time decision-making, traffic flow management, and operational efficiency. For example, SurfOS’s capabilities in schedule optimization and dispatch could align with ATC needs for managing regional air traffic, especially for smaller airports or emerging advanced air mobility (AAM) operations.

Palantir Technologies, known for its AI-driven data analytics platforms like Foundry and Gotham, has a history of involvement in aviation-related projects and government modernization efforts. In 2021, the FAA signed an $18.4 million deal with Palantir to integrate disparate databases for improved aviation safety oversight, using Palantir’s data platform to enhance decision-making by analyzing data from satellite tracking, air traffic control, and pilot reports. Additionally, Palantir’s recent partnership with Archer Aviation, announced in March 2025, focuses on developing AI-based software for next-generation aviation systems, including air traffic control, movement control, and route planning. This collaboration leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to improve efficiency, safety, and scalability in aviation systems

Surf Air Mobility is actively involved in initiatives that could intersect with air traffic control (ATC) modernization. Surf Air Mobility is developing SurfOS, an AI-powered operating system designed to enhance regional air mobility. This platform, built in collaboration with Palantir since 2021, leverages Palantir’s Foundry and Artificial Intelligence Platform (AIP) to optimize airline operations, including scheduling, dispatch reliability, cost reduction, and revenue distribution. SurfOS is described as an all-in-one platform to replace outdated aviation software, with applications in air traffic control and smart scheduling to ensure operational efficiency without overloading staff.

President Trump, who joined the briefing by phone, said the plan would “fully replace the technology at more than 4,600 air traffic control sites” and include six new coordination centers. The initiative, he said, is the first comprehensive modernization since the 1960s.

Our mission is to build a brand-new, state-of-the-art system that can grow with the aviation economy,” Duffy said, calling the plan “bold” but necessary to prevent future incidents like the January 29 midair collision near Ronald Reagan Washington National Airport

The coalition is calling for $18.5 billion in emergency funding over the next three years in addition to the FAA’s annual facilities and equipment budget, citing decades of underinvestment. It applauded the administration’s $4 billion FY25 request and the House committee’s initial $12.5 billion funding package.

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https://t.co/RpROO8niSY


Summary: Bullish PLTR: impact of Palantir's Warp Speed OS adoption is exponential and compounding, not linear.

$PLTR

The impact of Palantir is not 2x.

It's x^2, exponential and also compounded https://t.co/5thyPQDz0B

🔥 $642M CONTRACT AWARDED TO @anduriltech TODAY for Unmanned Aircraft Systems

Anduril uses $PLTR Warp Speed OS for manufacturing! 👍

"Anduril Federal, a Division of Anduril Industries Inc. was awarded a $642,210,000 contract to deliver, install, and sustain Installation-Counter https://t.co/OAM8IknD0r


Summary: Bullish RKLB on growing DoD relationship: HASTE launches + Neutron selected for $5.6B NSSL program.

🔥 $RKLB & @DeptofDefense Relationship is Flourishing

Electron HASTE is a Hypersonic Weapon Test, "faster than the fastest fighter jet that you know about"

Neutron was just selected for $5.6B National Security Space Launch Program https://t.co/mCsQveJfGj

$RKLB has conducted two successful HASTE launches for @DeptofDefense in the last 3 weeks.

What is HASTE and why does it cost $10M per launch, well above $8.4M Electron average?

HASTE is basically a Hypersonic Weapon Validation Launch. The Hypersonic Accelerator Suborbital Test https://t.co/hD6radq9pH


Summary: Bullish HOOD targeting $56 on a double-top breakout formation.

$HOOD is having a DOUBLE TOP moment

$56 incoming once we breakout of this formation https://t.co/Ktnj9Ve7yh

$HOOD BREAKING OUT

Nearing $49.8, a local top.

We shared this BLUE smart candle signal last week. We are up +27%. https://t.co/ENSShu1HEt


Summary: Bullish TSM on blowout Q1 beat and Q2 guide well above consensus; durable earnings strength.

$TSM is on 🔥

Q1 REVENUE: $25.8B vs. $25.2B estimated
Q1 NET INCOME: $11.2B vs. $10.9B estimated
Q2 GUIDE: $28.4-$29.2B vs. $26.4B estimated


Summary: Bullish TMDX on cup-and-handle formation with 100%+ return potential flagged by weekly buy signals.

🟦 $TMDX Bullish weekly BLUE candle signals have the potential to deliver over 100% returns.

Not only that, weekly PINK candles have preserved all your gains. Our system just works. Try for free!

A C&H pattern is in formation 👇 https://t.co/cLY5mdn4dJ

Don't minimize costs; maximize your returns.

If you follow me because of $PLTR, that's a great start. Now, invest in a Modern System that gives you a huge advantage. It was developed by two data scientists and costs only 67 cents a day. You can try for free. https://t.co/nrgkgSCx2q


Summary: Bearish PLTR: Wave B correction completed at ~$98.2, expects decline to $80.3 next with further downside if that level breaks.

$PLTR Correction Wave B Reached?

We projected it to be ~$99 (fib=0.5) but it reached $98.2 last Tueday and the  PINK candle appeared again last Friday

We all LOVE this company but ignoring the data is likely a disservice to our finances. https://t.co/rgpM80jDRw

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$80.3 first. If we lose that then the trouble begins.


Summary: Endorses bullish PLTR thesis; frames it as an anti-chaos play.

@TradexWhisperer Palantir will become the next Air Traffic Control.  Long $pltr


Summary: Long PLTR with target of $3 trillion market cap.

$PLTR We intend to ride all the way to $3 Trillion Market Cap safely and surely with Blue and Pink candle smart signals.

If you missed your chance to add shares in the $70-80s, that means you don't have proper investing system 👇 https://t.co/8Bd09idHrL

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Stay Ahead Of The Market With Smart Signals

We Upload 130+ Smart Candle Charts, Daily

$PLTR $RKLB $HIMS

https://t.co/HkNx1YULT2 https://t.co/GyUUvNj2Ei


Summary: Long PLTR as the go-to lethal software provider for Europe's defense buildup and rearmament push.

$PLTR "Europe Is Racing to Build Its Own Version of the U.S. Military-Industrial Complex European defense will be reshaped, creating opportunities for industry and investors"

Who are they going to call when they need a Lethal Software? Palantir

"This week, Germany asked the European Union to invoke an emergency clause exempting defense investment from spending rules, as part of the bloc’s five-year rearmament plan."

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https://t.co/6vsRDlrpwV


Summary: Added OSCR to portfolio on strong relative strength amid tariff volatility.

$OSCR Added to my portfolio

Out of 124 symbols we chart daily, this name stood out in the last couple of weeks.

The relative strength was great. Withstanding any tariff games, tariff game-overs, tariff insert the coin to play again, etc. It was green candle all along.

Next: Research


Summary: Author endorses GRAB as 30% undervalued via DCF, with 27-analyst consensus implying +44% upside.

👀 $GRAB is 30% undervalued using Discounted Cash Flow model https://t.co/ka8b59Kglg

$GRAB 12-Month Forecast by 27 Analysts is $5.74, a +44.1% upside 🔥 https://t.co/S73mEsmMRI


Summary: Shares bullish Yahoo Finance headline that PLTR is poised to beat Q1 estimates.

🔥 $PLTR "Palantir Poised to Crush Q1 Estimates" -Yahoo Finance https://t.co/tMk1VhRgBR


Summary: Expects a move to $160 before any $200 target by year-end; implied bullish trajectory.

@NickMarquet @usairforce @SpaceForceDoD 160 first

@TradexWhisperer @usairforce @SpaceForceDoD $200 end of year incoming!


Summary: Long MU as HBM supplier enabling NVDA Blackwell at 11.3x forward PE; endorses NVDA bullish thesis on xAI 1M-chip supercluster.

$MU HBM Chips Directly Enable $NVDA Blackwell GPUs

Forward PE Ratio is still 11.3

Bargain of the Century https://t.co/fDrUxQ58PG

ELON JUST NOW:

“We are planning to have 1M Nvidia Blackwell chips at the new facility for xAI.”

The last supercluster had 200K chips.

5X increase

so bullish $NVDA 🚀


Summary: Author highlights PLTR partner HD Hyundai Heavy Industries' blowout Q1 results (operating profit +1936% YoY), framing strong productivity-driven margins as durable.

$PLTR partner HD Hyundai Heavy Industries has announced its impressive first-quarter results.

- Q1 revenue of 3.8225 trillion KRW, operating profit of 433.7 billion KRW recorded
(Revenue up 27.9% YoY, operating profit up 1936.2% YoY)

- Operating profit margin of 11.3%, up 10.6%p from the same period last year

- Last year’s improvement in worker productivity → Early delivery of ships

- Thanks to process stabilization, construction schedules were significantly advanced, accelerating revenue recognition

- Fixed costs remained unchanged, and thanks to productivity improvements, additional revenue = pure margin

"HD현대중공업, 생산성 폭발! 깜짝 실적의 비밀은?"

HD현대중공업이 시장을 놀라게 한 1분기 실적을 발표했습니다. 기대를 훌쩍 뛰어넘은 이유는 무엇일까요?
저는 팔란티어가 자꾸 생각이 나네요.

- 1분기 매출 3조8225억, 영업이익 4337억 기록
(전년 대비 매출 27.9%, 영업이익 1936.2% 증가)

- https://t.co/JRE4MMbqxw


HD Hyundai Heavy Industries KOSPI ticker 329180.KS


Summary: Bullish on AI beneficiaries (NVDA, PLTR, MU, AMZN, TSLA) on Saudi Arabia's decade-long AI/datacenter buildout powered by oil-based energy.

🇸🇦  Saudi Arabia has oil
🛢 Oil is energy
⚡ Energy powers AI & GPUs

$NVDA $PLTR $MU $AMZN $TSLA

The theme was clear in Riyadh...the AI Revolution is coming to the Saudi Kingdom and Riyadh will be a major buyer of AI chips, software, autonomous/robotics, datacenters over the next decade.  Bullish for Nvidia, Tesla, Palantir, Microsoft, Alphabet, Amazon. Just starting 🏆🔥🐂


Summary: Bullish PLTR: $642M Anduril defense contract boosts Warp Speed OS adoption, building on $100M TCV in Feb alone.

🔥 $642M CONTRACT AWARDED TO @anduriltech TODAY for Unmanned Aircraft Systems

Anduril uses $PLTR Warp Speed OS for manufacturing! 👍

"Anduril Federal, a Division of Anduril Industries Inc. was awarded a $642,210,000 contract to deliver, install, and sustain Installation-Counter small Unmanned Aircraft Systems."

🔥 $PLTR "Warp Speed surpassed $100M in Total Contract Value in the SINGLE month of Feb." -@ssankar

https://t.co/K1KF4Sk73g


Summary: Bullish MELI and PLTR in 2025 citing signal-driven conviction, strong YTD returns, and Druckenmiller accumulation.

If you haven't bought $PLTR or $MELI in 2025 based on our Bullish BLUE Candle signals, you're definitely missing out on the strongest YTD returns despite a turbulent market.

By the way, DruckenMiller accumulated both last year.

My write-up on Mercado Libre 👇 https://t.co/3PyuMR76MN


Summary: Bullish on PLTR and RCAT on DoD drone partnership and Palantir VNAV technology for GPS-jammed battlefield operations.

🛸 $PLTR $RCAT Partnership for Defense-focused Aerial Solutions

"Red Cat is utilizing Warp Speed to rapidly accelerate drone manufacturing. American manufacturing requires a modern operating system that drives radical upskilling of our workforce on the factory floor."

"Test Drones and Flightwave are part of a small group of companies selected by the Department of Defense as Blue UAS approved small unmanned aerial system vendors for the U.S. government."

Palantir VNAV technology enables Teal Black Widow to be operational in GPS jammed battlefields.

Bullish 🔥


$PLTR $RCAT Partnership for Defense-focused Aerial Solutions


Summary: Bullish PLTR: IRS/DOGE data project validates prior thesis that it was tailored for Palantir.

🚨 JUST IN: $PLTR IS COLLABORATING WITH @DOGE ON A MASSIVE INTERNAL REVENUE SERVICES DATA PROJECT

Two months ago, I said this project was tailored for Palantir 👇 https://t.co/Llrxl7ArSv

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https://t.co/IdBbKqXpbd


Summary: Bullish PLTR despite stretched valuation; author dismisses valuation concerns and vouches for Palantir's technological moat as durable.

$PLTR I see lots of accounts trying to be a "Valuation Police" or an "Analyst' when it comes to Palantir multiples.

You guys are totally right. I actually agree with you. The valuations are through the roofs but I am not here to be a valuation police. I am here to make money as an investor/trader and leveraging my smart blue/pink candle system, I've made the money of my life without being the under the spell of valuation fear.

What Palantir brings to the table in the World of Data and Enterprise Decision-Making is equivalent to:

Going from Assembly Language (Old, Slow & Siloed) to Python (New, User Friendly & Tons of Integration/Library). I hope you get that. It's a huge technological leap forward. Imagine governments and companies trying to operate under assembly language code. They will cease to exist in 10 years (Hint: IRS Transformation).

The enemies and competitors will eliminate them from the face of the earth.

I've spoken.


Summary: Bullish PLTR: US Army consolidating 75+ contracts into one sole-source deal with Palantir, cementing its monopoly position.

🚨 JUST IN: $PLTR The @USArmy wants to simplify things by making ONE BIG DEAL with Palantir instead of handling over 75 separate contracts that have same or similar capabilities as Palantir.

This is no different than saying, "Palantir is THE Best"

"Only Palantir can directly provide the full suite of their commercial solutions while meeting active provisional authorizations across all relevant impact levels."

Goatly Bullish 🐐🐂

Each contract takes a lot of work, like making new agreements or updating them. By putting everything into one agreement, the Army can save time, reduce extra work, and make things cheaper. One team will handle it all, and they'll check every 18-24 months to make sure it's still the best plan. Palantir is the only company that can provide all these tools that work with lots of other Army and military systems.

LFG

A nice find by @NPjoa_Hodl


Summary: Micron HBM revenue seen reaching ~$2B in 2025, surpassing NAND sales; implied bullish on MU.

@nrlntwrth Still low compared to others.

Before HBM: 75% DRAM 25% NAND (total rev 7-9 billions)

Micron has stated that HBM sales in FY2024 generated "several hundred million dollars."

It's going to be in billions in 2025.. I am thinking $2B... it will surpass NAND sales soon.

@TradexWhisperer What is the revenue split between HBM  and core components?


Summary: Decisive buy verdict on PLTR; emphatic that shares should be owned.

💯 $PLTR YOU SHOULD HAVE BOUGHT SHARES. FULL STOP. https://t.co/5DcMarjFZG


Summary: Bullish Palantir: government must replace expensive custom systems with superior commercial solutions like Palantir's, supported by federal contracting reform mandate.

Yeah. Dump the custom (expensive and slow to production) systems and replace with already commercially available which are superior. This is also outlined in Palantir's lawsuit against Army. They suited the government for the exact same reason.

"Previous administrations evaded statutory requirements and abused the federal contracting framework by procuring custom products and services where a suitable or superior commercial solution would fulfill the Government’s needs,” the fact sheet stated, citing a 2019 Alliance for Digital Innovation report that asserted the government could have saved an estimated $345 billion over the last 25 years if it had abided by FASA."

@TradexWhisperer So they have to buy Palantir and dump the old system? Is that what you are saying?


Summary: Added 1000 shares of PLTR at support; DCA accumulation continues with next buy at BLUE candle level.

💰 $PLTR Dollar Cost Average journey starts again today.

1000 shares added this morning right at the support level that I shared yesterday. Next DCA point will be at BLUE candle.

$PLTR hit my bear case ($78-$79) 3 times this week and I couldn't resist & wait for BLUE candle https://t.co/KvbHKvkNBk

$PLTR Today's Support Level = $80.3

👀 the orange trend line https://t.co/XKFwVRXFpe


Summary: Endorses PLTR bullish thesis via Lear Corp CEO highlighting deep enterprise adoption of Foundry/AIP across 11K+ users and 175 use cases.

💯 $PLTR x Lear Corp. CEO emphasizes the importance of Palantir Foundry & AIP in their Tariff Management System and Manufacturing Efficiency with over 11,000 users driving over 175 use cases.

"Over the past 2.5 years, we have leveraged Palantir's foundry, AIP and large language models to build robust real-time data management solutions."

"Adoption has been strong with more than 11,000 users driving over 175 active use cases across our organization. A key area of impact has been the work on the tariff response. Once new tariffs were enacted, our teams quickly developed a fully automated tariff data management system. This system enabled us to provide our customers with real-time documentation, speeding up the invoicing process while providing insight into our greatest mitigation opportunities. Beyond back-office improvements, foundry has delivered significant value to our manufacturing operations. Foundry supports dynamic line balancing, optimizing throughput and efficiency on the shop floor in our just-in-time seating plants. The platform's multilingual capabilities enabled us to quickly standardize our processes globally. This partnership is complementary to our acquisitions and investments in automation we have made over the last several years. We look forward to building on this momentum in the years to come. Most importantly, it is our Lear team members who are driving these innovations and delivering measurable results. We are approaching enterprise-wide adoption and developing institutional knowledge that gives us a first-mover advantage in the automotive industry, which will be difficult to replicate.


Summary: Long HIMS with $67 price target by earnings, bullish on blue candle signal and 35% short interest.

Drug Manufacturers - Specialty & Generic

🟦 $HIMS (W) BLUE Candle & Rising Above Fib 0.618

Ended the week STRONG despite the turbulence today. Earnings is only 6 trading days away. 35% short interest. Market is ATH. Expect more noise but be strong.

230+ Daily BLUE Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq

🟦 $HIMS PRICE TARGET $67 BY EARNINGS

BLUE-PINK Candle Strategy = Consistent Gains 🤑

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Summary: Bullish ALAB: Bollinger Band contraction + daily blue candle signal breakout toward upper band.

🟦 $ALAB Bollinger Band Contraction + (D) BLUE candle alert = Breakout 💪

It's poised for another upper Bollinger Band climb. Last 3 blue candles have yielded 146% returns 💰💵

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🟦 $ALAB has been repelled by from the middle Bollinger Band and lighted up another (D) BLUE candle. Climb incoming.

Last BLUE candle returned 124% gains 💰

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Summary: Author gives a decisive buy instruction on 11 high-valuation growth stocks across tech, defense, and energy sectors.

industry='Electronic Gaming & Multimedia'

Expensive stocks that you MUST own:

Ticker: Forward PE
$RBLX: Negative
$OKLO: Negative
$ACHR: Negative
$RKLB: Negative
$APP: 30.51
$DRS: 38.26
$HIMS: 52.92
$HOOD: 68.12
$AXON: 98.04
$TSLA: 116.41
$PLTR: 210.03

Thank me later


Summary: Shares Citi PT raise to $50 on RKLB; endorses bullish thesis.

$RKLB PT Raised to $50 by CITI https://t.co/vqsfOwqa89

SpaceX is dominating. Why does $RKLB Rocket Lab even exist?

@RocketLab exists because the Small Rocket Market is UNDERSERVED. It's a niche market but it's growing.

Rocket Lab is carving out its niche by offering RAPID, reliable, and precise small satellite launches. While https://t.co/AuvScmixGG


Summary: Expects ACHR to return to growth trajectory after Fibonacci channel breakout, supported by retail buying.

👀 $ACHR has broken out of Fibonacci growth channel, which isn’t entirely unexpected given its limited history within these channels.

That said, Archer has retail support. I anticipate that the next bullish BLUE candle will signal a return to its growth trajectory.

All 👀 https://t.co/f0UnyKbZ8q

$ACHR holding at Fib 0 support. Current price remains within yesterday's range.

A bullish BLUE candle may be imminent. The gap is enticing!

Zero revenue. Technology & Growth. Speculative play. https://t.co/IXb3TRT5W0


Summary: Bullish PLTR on Shield AI partnership advancing AI-driven UAV systems for DoD applications.

Remember $PLTR x @shieldaitech partnership?

It focuses on advancing AI-driven autonomous uncrewed aerial vehicle (UAV) systems for military applications, particularly in challenging environments like GPS- and communications-denied settings. This collaboration integrates Shield AI’s Hivemind autonomy software with Palantir’s data analytics and operational platforms, such as Gaia and the newly introduced Warp Speed manufacturing operating system (OS), to enhance large-scale command and control of UAVs.

The partnership aims to deliver scalable, AI-powered solutions for the U.S. Department of Defense (DoD) and its allies, improving battlefield decision-making, mission precision, and operational efficiency

Bullish

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Palantir will become the dominant software company of the future. And the market is now waking up to this reality.

Summary: Bullish PLTR: endorses Karp's thesis that Palantir becomes the dominant software company and the market is recognizing it.

$PLTR "With continued execution, and a focus on what matters and a near complete disinterest in what does not, we believe that Palantir will become the dominant software company of the future."

"And the market is now waking up to this reality."

-Alex Karp https://t.co/ZhcFywsgWZ


Summary: Shares bullish news of PLTR's expanding European government contracts; German police expanding Gotham surveillance software use.

🚨 $PLTR German police expands use of Palantir surveillance software

Three of Germany's 16 federal states are already using Gotham: Bavaria, Hesse and North Rhine-Westphalia. Baden-Württemberg is planning to implement it soon.

Police and spy agencies are keen to combat criminality and terrorism with artificial intelligence with "predictive policing" Palantir software


Summary: Shares TheStreet's raised PT of $181 on PLTR with enthusiastic endorsement.

🚨 $PLTR TheStreet raises the Price Target to $181

LFG https://t.co/7NmjvSWMnD


Summary: Bullish PLTR as the beneficiary over legacy Excel-based workflows.

We should impose tariffs on people using excel spreadsheets

$PLTR


Summary: Bullish PLTR on 93% Y/Y US commercial revenue growth and Rule of 40 score of 94%; durable result framed as unstoppable.

$PLTR +93% Y/Y US Commercial Revenue

Speechless https://t.co/C5yvSpj4cs

🐐 $PLTR Rule of 40, Score of 94%

Holy Cow. Unstoppable. https://t.co/DCnsV2OxWl


Summary: Bullish MU: single-digit forward PE HBM/AI player enabling NVDA Blackwell is deeply undervalued; expects market to re-rate.

$MU's Forward PE will likely be in SINGLE digits after today's earnings.

HBM Premium chips are directly enabling $NVDA Blackwell GPUs--the heart of the AI revolution.

It's a single digit forward PE, AI player. Let's see if the market realizes this paradigm shift.

$MU HBM Chips Directly Enable $NVDA Blackwell GPUs

Forward PE Ratio is still 11.3

Bargain of the Century https://t.co/fDrUxQ58PG


I strongly believe the peak and trough of their cycles will be greatly attenuated because HBM is about to change this company forever... buying $MU at their bottom of the cycles will be Bargain of the Century, every time

Summary: Strongly bullish MU: HBM adds 40% new revenue, AI-driven multi-year supercycle, and automotive growth will structurally reduce cycle volatility.

This lackluster $MU AH price action is getting old. The market thinks the cycle will be over soon and they dump the stock believing it's not worth holding this name. It's like Micron how dare you! You cannot have a forward PE of two digits!

Market won't care until it does and at the moment a lot investors are not taking into account that HBM is about to change this company forever. I strongly believe the peak and trough of their cycles will be greatly attenuated because HBM adds about 40% more revenue that Micron never had. It will be multi-year super cycle driven by AI and rate cuts and RoboTaxi is going to make Micron's Automotive revenue grow significantly in the next decade.

Whatever happens, buying $MU at their bottom of the cycles (if any in the next 2-3 years.. ) will be Bargain of the Century, every time.

@TradexWhisperer I was quite surprised by the AH action


Summary: Bullish MU and NVDA on tight supply as AI demand accelerates; endorses multiple analyst PT upgrades on MU.

🔥 $MU $NVDA Tight Supply Incoming. The AI race has just started.

"We're building multiple more titan clusters as well. Just one of these covers a significant part of the footprint of Manhattan." -Zuck $META https://t.co/tiE8WHLQ34

$MU PT Upgrades Post-Q3 2025 Earnings:

Citi: $130 → $150
UBS: $120 → $155
Susquehanna: $150 → $160
Rosenblatt: $172 → $200
Deutsche Bank: Initiated at $150


Summary: Bullish PLTR despite high valuation; dismisses valuation critics and frames it as a missed opportunity.

$PLTR Where are all the "Valuation Police" at?

I am here to make money and influence my 15k followers to make more money, not to be an "ANALyst"

Did you help them make money or did you stop them from investing $PLTR, a HUGE opportunity lost? You are responsible.

$PLTR I see lots of accounts trying to be a "Valuation Police" or an "Analyst' when it comes to Palantir multiples.

You guys are totally right. I actually agree with you. The valuations are through the roofs but I am not here to be a valuation police. I am here to make money as


Micron's potential rerating offers investors a compelling, asymmetric opportunity with limited downside and long-term upside.

Summary: Long MU: HBM3E tech edge, sold out through 2025, multi-year AI demand inflection offers asymmetric upside with limited downside.

$MU BULL CASE THEORY

"MULTI-YEAR DEMAND INFLECTION DRIVEN BY HBM"

"Micron’s potential rerating offers investors a compelling, asymmetric opportunity with limited downside and long-term upside."

"HBM, which is essential for AI workloads, is produced by only three firms globally: Samsung, SK Hynix, and Micron. While SK Hynix leads narrowly on speed, Micron has leapfrogged rivals with its HBM3E, offering 50% more capacity per stack and 20% better energy efficiency. This technological edge helped Micron secure key supply roles for NVIDIA’s GB200 chips and similar systems from hyperscalers like Google and AMD. The company is already sold out of its HBM capacity through 2025 and is ramping CapEx to address what it calls a multi-year demand inflection."

---

https://t.co/Lrp3NCmGVe


Summary: Bullish RDDT as central to AI.

industry='Internet Content & Information'

$RDDT is the heart of AI https://t.co/KSwACT3pEU


Summary: Shares bullish PLTR testimonial from Citi Bank praising Palantir's platform capabilities; implied long endorsement.

🐐 $PLTR UNREAL Citi Bank Testimonial

"This process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous and that's just one example"

"We went from 100 fragmented systems to 1 Palantir Ontology"

"I came here to revolutionize and disrupt wealth management as we know it. If you are one of my competitors, you should fear us because I am about to crush you. Full stop."

"Imagine you're that client and you come online. You upload your passport, you fill out like the seven questions. It comes to a person well behind the scenes, you know, a couple things. One, we have to validate your address to make sure it's a legal address. And in the US, we might have to send it to a database. Volunteers actually shooting and streaming events real time, and then coming back and saying yes, it's also streaming events to our kyc systems. Just make sure this isn't like a terrorist known location or something or other. It's also then invoking potentially a DocuSign to actually send out to the client systematically. So, when the client signals back. It comes back and it's lifting the data off the passport and any in 100 different countries all across the globe. So this sort of process would take like nine days. Now, it takes like seconds, so it's pretty instantaneous. And that's just one example"


Summary: Endorses bullish PLTR thesis; calls it a juggernaut with institutional buying and data monopoly.

💪 $PLTR PALANTIR THE JUGGERNAUT https://t.co/iYuDtIztu2


Summary: Bullish PLTR; expects price to break above Fib=1 and reach $167+ from current $159.30.

🟦 $PLTR UNREAL MOMENTUM

NO (W) PINK Candle sell alert since the Tariff dip. A (D) BLUE buy signal fired in the $80s and since then it’s been teasing a Fib=1 breakout, closing at $159.30 on Friday. We're going to $167 and beyond!

230+ Blue Candle Alerts
https://t.co/XLFioz4kni https://t.co/pt7q59eYTK

🟦 $PLTR made a bullish attempt to rise above the Fib=1 but the price closed right beneath it at $159.3 (AH). Extending beyond Fib=1 is a rare event and not sustainable unless a paradigm shift occurs.

230+ Daily BLUE Candle Alerts. Free Trial: https://t.co/ZQDP5HCFyq https://t.co/BEwC0mP5pb


Summary: Long HIMS with $67 price target by earnings.

🟦 $HIMS PRICE TARGET $67 BY EARNINGS

BLUE-PINK Candle Strategy = Consistent Gains 🤑

Our system just works. Try for free:
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🟦 $HIMS Yesterday's 4-hr BLUE candle is lifting the stock. Is the next stop $56 for a Fib=0.618 challenge?

230+ Smart Candle Alerts:
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Summary: Expects OSCR to climb further as price exits Bollinger Band with room for band expansion.

🟦 $OSCR is soaring and has left the Bollinger Band. There is still whole lot of room for band expansion. I think it's going to climb further.

35% gains since the (D) BLUE candle signal 💰💵

230+ Daily BLUE Candle Alerts. Free Trial:
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🟦 $OSCR (D) BLUE candle is steadily pushing the stock price higher, rising above the 50 SMA level. The key. The real test will be at $23, a 20-month old resistance. Will it climb all they way to it?

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Summary: Bullish RDDT; relative strength and Bollinger Band breakout suggest the run is just beginning.

🟩 $RDDT Despite a massive run-up, my portfolio is down due to market sell-off

It has completely left the Bollinger Band and it is showing a magnificent relative strength. I feel like it's just getting started

230+ Daily BLUE Candle Alerts. Free Trial:
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🟦 $RDDT CUP and HANDLE!

(W) BLUE Candles are rare, only once per year

2024 BLUE Candle: +258% Gains
2025 BLUE Candle: +90% Gains so far

230+ Daily & Weekly BLUE Candle Alerts: https://t.co/XLFioz4ScQ https://t.co/WxkVHvBVAv


Rosenblatt Securities Raises Micron's Price Target to Street-High of $200, Reiterates Buy Rating

Summary: Shares Rosenblatt Buy reiteration on MU with Street-high $200 PT following record Q3 results and HBM strength.

🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating

On June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.

Kevin Cassidy from Rosenblatt Securities raised the price target on Micron Technology, Inc. (NASDAQ:MU) following strong Q3 2025 results. The company’s revenue hit a quarterly record of $9.3 billion, up 37% year-over-year, and surpassed consensus by almost $450 million. The strong revenue was driven by ongoing strength in data center markets and robust quarter-over-quarter growth across consumer-facing segments. The company saw a record-high DRAM revenue, with almost 50% sequential growth in HBM sales. Micron’s adjusted gross margin soared to 39% in Q3, while the adjusted earnings of $1.91 surpassed consensus by $0.31.

$MU "Micron's Recent Recovery Was Likely Just The Appetizer"

"Reiterating "Buy" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs.
Micron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 https://t.co/xAr9g6rc8W


Summary: Bullish RDDT: Fibonacci target $203.7 met, 17.4% revenue beat supports ATH challenge at $230+.

🟦 $RDDT Here's the Fibonacci Growth Path

For now, Fib=0.786 ($203.7) Resistance Met.

The revenue beat was 17.4%, phenomenal. So there is a decent chance for ATH challenge ($230).

230+ Daily BLUE Candle Alerts. Free Trial:
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🔥 $RDDT $200!

(W) BLUE Candle -> C&H Pattern
Bollinger Band climb is just getting started.

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Summary: Bullish SOFI; climbing upper Bollinger Band with no top in sight.

🟦 $SOFI Relative Strentgh. Keeps climbing the upper Bollinger Band. Top is nowhere to be seen 💪

2024 (W) BLUE candle = 155% Gains 💸
2025 (W) BLUE candle = 118% Gains so far

230+ Weekly Smart Candle Alerts. Free Trial:
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🟩 $SOFI IS UP +21% since I shared the trade idea on our group.

The basis of the idea was Bollinger Band Climb + Blue-Green Smart Signals.

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Summary: Long PLTR with $167 price target by next earnings, reaffirmed after ATH closing price.

$PLTR My Price Target from 38 days ago. We're getting there. 👇

🎯 $PLTR ACHIEVED ALL-TIME-HIGH CLOSING PRICE TODAY.

My Price Target? $167 by next earnings https://t.co/qbpkxwMRsw


Summary: Shares/endorses Piper Sandler Buy on PLTR with $170 PT and $1T+ TAM by 2032.

🚨 $PLTR Piper Sandler Bank estimates over $1 Trillion TAM by 2032 and describes Palantir as "ONE OF A KIND GROWTH & AI SECULAR WINNER" as they set a price target of $170 https://t.co/O4wd6jQ8Qq


Summary: Bullish MU (bargain valuation + HBM ramp) and NVDA on SK/Amazon AWS data center build in South Korea with 60k GPUs.

SK & $AMZN AWS to build South Korea’s largest, multibillion-dollar AI data center

The new facility will be equipped with 60,000 GPUs, the largest number deployed in any data center in Korea

$MU $NVDA 🔥🚀 https://t.co/EByuq45eH8

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Summary: Buy the dip on PLTR; endorses thesis that enterprise AI dominance is inevitable.

@aarongraham118 @grok The inevitable Enterprise-Intelligence Take-Over is happening. BTFD.

@TradexWhisperer @grok Let’s go, $PLTR!!  All those who are not buying this dip (but have previously complained about missing your chance to own this “once in a generation” company) shall forever hold your peace. Your future cries will fall on deaf ears….


Summary: Bullish RDDT post-earnings with price target updates; stock on fire.

$RDDT PT Updates Post-Earnings

Reddit is on 🔥 https://t.co/KP32DH4RaL


Summary: Bullish TSM to $2T valuation on indispensable chip manufacturing for NVDA, AVGO, AMD, and Mag 7.

"‘I Just Can’t Wait to Be King’ - $TSM

$NVDA, $AVGO & $AMD can't manufacture chips without $TSM

and all other Mag 7 companies need chips from them

$TSM is still a $1 trillion company and $2 trillion valuation is incoming


Summary: Targets PLTR at $170 from ATH of $131.78 based on technical analysis.

🚨 $PLTR $131.78 All Time High

Price Target of $170 Incoming. Read my Technical Analysis 👇 https://t.co/aYlrP02LUi

🟦 $PLTR Price Target of $170? It’s within reach. Here are my thoughts:

Following a robust +57% surge, fueled by bullish BLUE smart candles, bearish PINK-RED candles have emerged. Yet, the current relative strength and resilience mirrors the Oct/Nov 2024 price action, where https://t.co/h7vXx9fGvl


Summary: Endorses Palantir as the prime example of US ambition and hard work; implicit bullish stance.

US is just fine. Europe needs to take care of their stuff. People who are trying to vilify the United States have forgotten the real tyranny written in the history books. Blaming others was always their first step.

Do you know what's the worst thing in the world? A culture that has ambition but doesn't want to work hard for it.

The United States is trying to move away from that and Palantir is the PRIME example.

@TradexWhisperer @NotAdvising Tariffs are a facet. Expansionism is another. Don’t count your eggs, dude. I wouldn’t call the current situation “calmed” by any stretch.


Summary: Still long HIMS; expects bullish breakout with possible dip to $46.7–$47.4 support before daily/weekly bullish candle confirms upside.

$HIMS Unfolding Exactly As I Predicted

"We want to see $HIMS break above $44.7. It is a good starting point to signal are we stabilizing and no longer retracing but being stuck between those two levels until consolidation phase is over is also a possible scenario... There is something about this weekly gap and doesn't allow me to exit yet" -June 23rd

And as I predicted, the candles were "stuck" or consolidated below $44.7 for a few days and when it broke the $44.7 retracement level, the 4-hr candle turned BLUE (Our Private Smart Candle). However, the most recent 4-hr candles are showing signs of fatigue and the daily candle isn't turning BLUE yet.

It may go down and re-test the Channel Fib=0.5 ($46.7) but I am still holding. The weekly gap still looks suspicious to me. I think the daily/weekly bullish BLUE candle is just around the corner.

Support Levels:
$46.7 - $47.4 (Fib 0.5 Channel Slope for Next Week)
$44.7 (Retracement Level)

Resistance Levels:
$51.9 (Retracement)
$56.5 (Volume Peak)

If you enjoyed this post, you will enjoy all my trade ideas, focus charts and 190+ daily charts/alerts at our Patreon community site.

---

https://t.co/Fv9SjzKyGs


Summary: Long MU: HBM data center revenue will transform Micron, Forward PE of 11.8 has huge asymmetry vs peers; target PE ~19.

YTD Gains | Forward PE | PS

$MU: 48.4% | 11.8 | 4.2
$AMD: 17.5% | 38.5 | 8.4
$NVDA: 17.5% | 36.4 | 26

$MU Forward PE should be at least half of $AMD, around 19.

Exploding HBM Data Center Revenue is going to transform Micron. It will never be the same again.

Huge Asymmetry https://t.co/C847qPl2fe

YTD:

$AMD +19.2%

$NVDA +14.1% https://t.co/sXNrKh3u8o


Summary: Bearish OPEN: price below $1.8 in a pink-red downtrend continuum, potential support at $1.6.

🚨 $OPEN Price dips below $1.8

PINK-RED Continuum. Don't trade against the direction of our smart candles. Potential support at 325 SMA ($1.6).

230+ Daily Smart Candle Alerts. Free Trial: https://t.co/XLFioz4ScQ https://t.co/4ugq86VOZA

🟥 $OPEN Continues the downtrend as accurately signaled by the (D) PINK Candle. Middle Bollinger Band test coming soon.

Don't trust the noise on X. Trust the data and the smart candles.

230+ Daily Blue & Pink Candle Alerts. Free Trial:
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Summary: CRCL still falling; bottom not in yet after downtrend since July 22 alert.

🟥 $CRCL has been in downhill since the (D) PINK Candle alert was alerted on July 22nd. It looks like the bottom isn't in yet.

Protect your gains with our smart candle system.

230+ Daily Smart Candle Alerts. Free Trial:
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Summary: Shares/endorses TheStreet raising PLTR price target to $140 on Bolt Financial AI partnership catalyst.

🚨 $PLTR TheStreet raises the price target to $140

"The catalyst for us to lift our PLTR target to $140 from $130 is the newly announced partnership with one-click checkout platform Bolt Financial to offer a payment process enhanced by artificial intelligence" https://t.co/vZvsfDb6Ku

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


$RDDT $200! Bollinger Band climb is just getting started.

Summary: Long RDDT to $200; Bollinger Band climb just starting, Cup & Handle pattern forming.

🔥 $RDDT $200!

(W) BLUE Candle -> C&H Pattern
Bollinger Band climb is just getting started.

All rallies and patterns start with our exclusive (W) BLUE candles. Free Trial:
https://t.co/XLFioz4ScQ https://t.co/V2cHUSigJp

🟩 $RDDT Despite a massive run-up, my portfolio is down due to market sell-off

It has completely left the Bollinger Band and it is showing a magnificent relative strength. I feel like it's just getting started

230+ Daily BLUE Candle Alerts. Free Trial:
https://t.co/XLFioz4ScQ https://t.co/e0UJWMxWFq


Summary: Bullish PLTR: Enhans fellowship expands AIP adoption network and seeds future growth partnerships.

🔥 $PLTR x Enhans Startup Fellowship Announced = Network Effects, Planting Seeds for Future Growth!

Enhans Joins Palantir's Startup Fellowship as Korea's Sole AI-Native Startup. Enhans will collaborate closely with Palantir engineers to enhance its vertical AI agents built on the Large Action Model (LAM), by integrating them with Palantir's platforms, Foundry and the Artificial Intelligence Platform (AIP). At the end of the program in late June, Enhans will present its AIP-powered product in a showcase event attended by Palantir leadership, Fortune 50 executives, and global investors. Beyond technical integration, the collaboration is expected to help Enhans validate its global scalability and lay the groundwork for future strategic partnerships.

Seunghyun Lee, CEO of Enhans, emphasized the strategic significance of the collaboration. "This fellowship is not only a validation of our technology, but a global recognition of our capacity to drive disruptive innovation in enterprise AI," he said.

He continued, "Through this collaboration with Palantir, we intend to present real-world AI use cases that redefine how commerce operates and establish a new global standard for execution-focused agent technologies."

---

https://t.co/vbUOXdb6yM


Despite the rise of LLMs, I keep appending "reddit" in my search queries in hopes of finding useful but also community-backed answers to my questions

Summary: Bullish RDDT: human search behavior still defaults to Reddit for community-backed answers despite LLM rise.

$RDDT Despite the rise of LLMs, I keep appending “reddit” in my search queries in hopes of finding useful but also community-backed answers to my questions.

I want to read their personal experiences and read through comments as well to verify the community sentiment.

Humans need community, not just LLMs.


A little pause before challenging ATH $230. 17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.

Summary: Bullish RDDT toward ATH $230 on 17.4% revenue beat and 136% EPS beat.

🟩 $RDDT A little pause before challenging ATH $230

17.4% Revenue Beat & 136% EPS Beat: This Monster quarter is worthy of ATH challenge.

230+ Daily Smart Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/sCams5tcTJ

🍵 $RDDT CUP & HANDLE. Bollinger Band Climb Initiated

The last two weekly BLUE candles have delivered 98.7% and 256% gains, respectively. You snooze, you lose! Don't miss out on these opportunities.

230+ Daily Smart Candle Alerts. Free Trial:
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Summary: Shares bullish news of $10B Army contract consolidation expected to accelerate PLTR platform adoption.

🚨 $PLTR's Army contracts have been consolidated into a massive $10B single contract. This is expected to accelerate the Army's adoption of Palantir's platform.

"Palantir USG Inc. was awarded a firm-fixed-price contract transitioning existing contracts in which Palantir is currently a prime or subcontractor to this enterprise agreement. The amount of this action is $10,000,000,000. Bids were solicited via the internet with one received. Work locations and funding will be determined with each order, with an estimated completion date of July 31, 2035. Army Contracting Command, Rock Island Arsenal, Illinois, is the contracting activity (W519TC-25-D-0039). (Awarded July 31, 2025)"


Right on time? Today's (July 22nd) Contracts… Sounds like Deloitte's Enterprise Operating System powered by Foundry.

Summary: Bullish PLTR: new $25M Deloitte DoD contract seen as a direct win for Palantir's Foundry/AIP platform via the Deloitte-Palantir EOS.

$PLTR Right on time? Today's (July 22nd) Contracts

Deloitte was awarded a $25,009,233 firm-fixed-price contract for Secretary of the Air Force, Financial Management and Comptroller Chief, financial improvement and audit remediation services. This contract provides for day-to-day implementation of the financial improvement and audit readiness program and compliance with annual statements and audit mandates as required by the Chief Financial Officers Act of 1990 and the National Defense Authorization Act for fiscal 2024.

Sounds like Deloitte's Enterprise Operating System powered by Foundry.

🚨 $PLTR "Deloitte have already developed a Deloitte-Palantir Enterprise Operating System (EOS), which combines Deloitte’s IP and domain expertise with Palantir’s Foundry and AIP platforms."

"Deloitte says clients are already using the EOS for grants management, audit readiness, https://t.co/RtniFV8SGk


Summary: RKLB to break above its ATH close of $31.57 within the next month.

Next Mission: $RKLB will break above the ATH close of $31.57 next month


Summary: Bullish MU as top automotive memory supplier and primary RoboTaxi beneficiary; record automotive revenue in 2024 with more expected in 2025.

$MU Did you know Micron is the top memory supplier for the Automotive Industry with ~40% Market Share)?

Micron will be the biggest benefactor of the inevitable RoboTaxi from $TSLA and $GOOGL @Waymo

The automotive memory chip market was valued at USD 4.76 billion in 2023 and is projected to grow significantly, driven by demand for advanced driver-assistance systems (ADAS), infotainment, and autonomous vehicle technologies.

In 2024 Micron achieved record automotive revenue. In 2025 will be another record.


Summary: Bullish MU: data center revenue structural transformation signals durable new growth trajectory.

$MU Data Center Revenue is on 🔥

Micron will never be the same company again

Micron's datacenter revenue is on $20B+ annual run-rate now, ∼2x vs FY22. Accounts for 55% of revenue vs  35% in FY24 and 25% in FY23. Though NVDA drives 25-30% of Micron's DC revenue, looks like most of the incremental DC revenue in the latest quarter came from others. https://t.co/T9mb6DRMCR


Summary: Strongly bullish MU: endorses $200 PT/Buy, cites record DRAM/HBM revenue and upcoming HBM share gains, dismisses softening demand concerns.

$MU AI GPUs cannot exist without HBM.

"In fiscal Q3, DRAM revenue reached a new record driven by a nearly 50% sequential growth in HBM revenue."

"We expect to reach HBM share similar to our overall DRAM share sometime in the second half of calendar 2025."

Softening demand? lol https://t.co/Knm72Ufyyf

🚨 $MU Rosenblatt Securities Raises Micron’s Price Target to Street-High of $200, Reiterates Buy Rating

On June 26, Rosenblatt Securities raised the price target on MU from $172 to a Street-high of $200, reiterating a Buy rating on the stock.

Kevin Cassidy from Rosenblatt https://t.co/PNMxjB8jVW


Summary: Shares analyst view that PLTR is the only software company with durable growth rates, implying continued outperformance.

$PLTR This is the analyst who said Palantir has durable growth rates.

Apparently, he is bullish about $IOT and he is questioning CEO's statement that it has 'durable growth' Why? Because he believe it's something increasingly hard to come by except for....  🐐 Palantir https://t.co/QjL5RqPmO4

🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day 2025.

"you said our growth rates are durable. That seems to be increasingly hard to come by, also maybe outside of Palantir in software because a https://t.co/UvOdayAu7a


Summary: Shares NATO 5% GDP defence spending commitment as bullish catalyst for PLTR.

🚨 $PLTR NATO Allies made a commitment to invest 5% of GDP annually (up from 2%) on core defence requirements and defence- and security-related spending by 2035

They will allocate at least 3.5% of GDP annually based on the agreed definition of NATO defence expenditure by 2035 to resource core defence requirements and to meet the NATO Capability Targets. Allies agreed to submit annual plans showing a credible, incremental path to reach this goal. They will account for up to 1.5% of GDP annually to inter alia protect critical infrastructure, defend networks, ensure civil preparedness and resilience, innovate, and strengthen the defence industrial base. Previously, in 2014, NATO Heads of State and Government had agreed to commit 2% of their national GDP to defence spending, to help ensure the Alliance's continued military readiness. This decision was taken in response to Russia’s illegal annexation of Crimea, and amid broader instability in the Middle East. The 2014 Defence Investment Pledge built on an earlier commitment to meeting this 2% of GDP guideline, agreed in 2006 by NATO Defence Ministers. The 2% of GDP guideline was an important indicator of the political resolve of individual Allies to contribute to NATO’s common defence efforts.

In 2025, all Allies are expected to meet or exceed the pre-summit target of investing at least 2% of GDP in defence, compared to only three Allies in 2014.  Over the past decade, European Allies and Canada have steadily increased their collective investment in defence – from 1.43% of their combined GDP in 2014, to 2.02% in 2024, when they are investing a combined total of more than USD 485 billion (adjusted to 2021 prices) in defence.

As part of the 2014 Wales Defence Investment Pledge, NATO Allies had also agreed that at least 20% of defence expenditures should be devoted to spending on major equipment, including the associated research and development. This metric is perceived as a crucial indicator for the scale and pace of modernisation. Where expenditures fail to meet the 20% guideline, there is an increasing risk of equipment becoming obsolete, growing capability and interoperability gaps among Allies, and a weakening of the defence industrial and technological base.

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https://t.co/Hp2galRI9i


$TSLA Biggest ROI will come from Semis. 365 days of FSD + EV = Gains

Summary: Bullish TSLA; Semi production progress + FSD + EV seen as biggest ROI drivers.

Semi Factory making good progress

Has a stamping shop now!

Also, we started installing tools in Powder Coat & Material Conveyance shops https://t.co/FrGJcYysCH


Summary: Shares Baird's PT raise to $200 and Outperform reiteration on MU.

🚨 JUST IN: $MU Baird Increases PT to $200, Keeps Outperform Rating

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https://t.co/rPXCotACT7


Summary: Shares Piper Sandler initiation of PLTR at Overweight with $170 PT, shrugging off valuation concerns.

🚨 BREAKING $PLTR Piper Sandler Investment Bank sets a price target of $170 and initiated coverage of Palantir with an overweight rating, shrugging off its lofty valuation https://t.co/kgNJPqWwSd

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https://t.co/lcQnQ1CGTh


Summary: Bullish PLTR with $150 target, endorsing monopoly-on-automated-governance thesis.


Summary: Bullish RDDT after-hours pop to $189.3, calling for a run at $230 ATH.

🟦 $RDDT BOOM $189.3 AH. That 1-hr BLUE candle volume was hard to ignore.

$230 ATH Challenge Incoming

230+ Daily BLUE Candle Alerts. Free Trial: https://t.co/XLFioz4kni https://t.co/LMc9UStS5R

🟦 $RDDT Attempting an upper Bollinger Band climb with bullish sentiment ahead of earnings this afternoon. It was up as much as 9% today.

Those with low conviction should consider trimming. Me? I am holding!

230+ Daily Blue Candle Alerts. Free Trial:
https://t.co/XLFioz4ScQ https://t.co/M3ODjDLSUn


Summary: Shares enthusiastic NVDA Q1 earnings recap highlighting 73% YoY data center growth, major partnerships, and product launches; durable-reading bullish endorsement.

$NVDA Data Center Q1 revenue: $39.1B, up 10% QoQ, 73% YoY 🚀

- Building AI supercomputer factories in the U.S. with partners 🇺🇸
- Introduced NVIDIA Blackwell Ultra & NVIDIA Dynamo for AI reasoning ⚡
- Partnered with HUMAIN to build AI factories in Saudi Arabia 🤝
- Unveiled Stargate UAE, next-gen AI cluster in Abu Dhabi with G42, OpenAI, Oracle, SoftBank, Cisco 🌍
- Plans with Foxconn & Taiwan gov to build AI factory supercomputer 🏭
- NVIDIA RTX PRO™ Servers to speed enterprise AI factory transition 💻
- NVLink Fusion™ for semi-custom AI infra with NVIDIA’s ecosystem 🔗
- NVIDIA Spectrum-X™ & Quantum-X silicon photonics switches for massive GPU scaling 🌐
- NVIDIA DGX SuperPOD™ with Blackwell Ultra GPUs for agentic AI reasoning 🖥
- Joint initiatives with Alphabet & Google for agentic AI, robotics, drug discovery 🤖
- NVIDIA accelerated computing integrated with Oracle’s AI infra ☁
- Blackwell cloud instances now on AWS, Google Cloud, Microsoft Azure, Oracle Cloud 🚀
- NVIDIA Blackwell sets MLPerf inference records with 30x higher throughput 📊
- NVIDIA DGX Cloud Lepton™ connects devs to global compute ecosystem 🌐
- Open Llama Nemotron models launched for advanced AI agent creation 🧠
- NVIDIA AI Data Platform unveiled for customizable AI inference workloads 📈
- Opened Japan research center with world’s largest quantum research supercomputer 🧪

$NVDA Q2 2026 Outlook: CRAZY HIGH 72% MARGIN

-Revenue is expected to be $45.0 billion, plus or minus 2%. This outlook reflects a loss in H20 revenue of approximately $8.0 billion due to the recent export control limitations.

-GAAP and non-GAAP gross margins are expected to be


Summary: Author calls Samsung's failed Nvidia HBM3E test bullish for Micron as a beneficiary.

$MU Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September

BULLISH FOR MICRON 🔥 https://t.co/uERhzsYVsH

🚨 BREAKING: $MU and Trump Administration today announced Micron’s plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today’s announcement, https://t.co/0hOhcc3FxB


This Nuclear Deal is Worth $100M… Analysts really need to redo their TAM assessment.

Summary: Bullish PLTR on $100M nuclear deal and expanding TAM that analysts have underestimated.

🔥 $PLTR This Nuclear Deal is Worth $100M

What's next? Data Center Deal?

Analysts really need to redo their TAM assessment.

🚀 $PLTR Palantir Head of Defense @chairmang on Nuclear Partnership

"Why does it take over a decade to build a reactor in this country? It's not just regulation what's Downstream of that, right? It's all the paperwork that entails that that require sole crushing work for https://t.co/db696Qbwjo


Summary: Bullish PLTR on Palantir-Accenture partnership expected to drive more federal government contracts.

🚨 $PLTR Palantir, Accenture Partner to Implement More AI in Government Work.

More government contracts  incoming 🔥

Palantir and Accenture are partnering to collaborate on their work with the federal government.

Accenture's federal government-focused employees will be trained on the use of Palantir's artificial intelligence products.

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https://t.co/kKkXfvETd9


Summary: Bullish PLTR: Navy modernization push under new Secretary Phelan positions Palantir to win more defense contracts.

🚨 $PLTR @USNavy To Pursue MODERNIZATION to eliminate WASTE and INEFFICIENCIES so the sea services can get more bang for their buck under new Navy Secretary, John Phelan

I strongly believe Palantir is poised to win more contracts as it perfectly rhymes with Efficiency.

“I intend to bring a huge focus to the Department of the Navy’s procurement and acquisition strategy. I will ensure we will receive the appropriate risk-adjusted rate of return on our investments.”

Phelan cited underinvestment in workforce and manufacturing capacity, “gold-plated” requirements and bureaucratic decision-making as problems that have led to huge cost overruns, extremely late deliveries and maintenance issues.

“In the coming weeks, I will review our acquisition systems and identify how we can streamline and reform them. I will work across the department and especially with industry, to find solutions. We will restore and maintain operational readiness and fiscal responsibility,”

The department needs to encourage more competition in the industrial base and expedite some of its acquisition processes to make things easier, he suggested.

“It’s all about making the right investments in modernizing, but modernizing with an eye towards effectiveness and efficiency. We’ve got this new administration. We’ve got the DOGE in working with us, and they’re focused on effective consumption of commercial software. Are we doing the best job we can deliver in buying and utilizing the software that we have? So I think the Department of Defense spends like $5.2 billion on just software. And how can we make sure that we’re buying it effectively and getting the biggest bang for our buck … out of that consumption?” Navy Chief Information Officer Jane Rathbun said Tuesday at the Sea-Air-Space conference.

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https://t.co/fcsP9u1UFr


$RKLB $64 Price Target by Earnings. The upper Bollinger Band climb will last much longer. Neutron is taking this stock to the next planet.

Summary: Long RKLB to $64 price target by earnings, citing Bollinger Band momentum and Neutron catalyst.

🟦 $RKLB $64 Price Target by Earnings

The upper Bollinger Band climb will last much longer. Neutron is taking this stock to the next planet.

2025 (W) BLUE Candle: +135.6% GAINS
2024 (W) BLUE Candle: +725.5% GAINS

200+ Daily BLUE Candle Alerts:
https://t.co/ZQDP5HCFyq https://t.co/4lsnD7KYWN

It's 2025 and NEUTRON is coming

Single Neutron launch: $55M
Last quarter revenue: $106M

$RKLB forecasts that Neutron will be capable of launching 98% of all payloads through 2029. Two dedicated Neutron launches are already booked for 2026 & 2027.

Neutron is reusable rocket https://t.co/9kypR65W3S


Summary: Long MU: HBM market growing to $100B by 2030, Micron targeting 24-27% share implying $24B in HBM revenue.

$MU

Micron indicated the HBM market is growing from $16 billion in 2024 to $30 billion in 2025, then to over $100 billion by 2030

Micron intends to take 24%-27% of the Entire HBM market. By 2030, that's $24 billion from just HBM sales.

🤯 Get ready to be MIND BLOWN

Forward P/S and PE ratios
$MU: 2.2 and 11.7
$AMD: 6.1 and 21.7
$NVDA: 12.3 and 25.3
$AVGO: 17.1 and 29.4
$PLTR: 68.8 and 172.4

Micron HBM revenue grew 52% sequentially. These chips directly enable Blackwell and Rubin GPUs, the center of AI https://t.co/C4BLuZfIzA


Summary: Shares UBS Buy reiteration on MU with PT raised to $120, citing DDR ASP increases in Q2/Q3.

🔥 $MU UBS Raises Price Target to $120 and Keeps Buy Rating.

UBS analysts expect the average selling price of DDR to increase by 7% in the second quarter and by 3% in the third quarter. The analysts did not change the price expectations for NAND, but they pointed out that if suppliers keep their supply disciplined, it could have a positive impact.

Their targets are lagging indicators but better than no update 🤣

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https://t.co/3LjcreM83z


Summary: Contrarian long HIMS: digital ad data is a competitive moat enabling cheap scalable customer acquisition worldwide.

My take: News from competitors. Shorts think this business will go down when RO, $NVO, $LLY and $AMZN announces something against $HIMS.

Also $HIMS dependence on digital advertising. That's not seen as an organic sale and probably not seen as sustainable by some but I  am contrarian on this. I actually think their data collected by digital advertising is their power. They can get a lot of new customer anywhere in the world really cheap (Millions of customers = highly efficient targeting)

@TradexWhisperer Why do you think it has such a high short interest?


We've got one of the best partners on the planet in defense called Palantir.. $PLTR GOAT

Summary: Bullish Palantir; RCAT CEO names it best-in-class defense partner, author endorses with 'GOAT'.

$RCAT CEO during its earnings call

"We've got one of the best partners on the planet in defense called Palantir.. $PLTR "

GOAT


Summary: Shares analyst endorsement of PLTR as the only software name with durable growth rates; implied bullish.

🔥 $PLTR Analyst mentions Palantir as probably the ONLY software company with DURABLE GROWTH RATES during Samsara Inc. Investor Day 2025.

"you said our growth rates are durable. That seems to be increasingly hard to come by, also maybe outside of Palantir in software because a lot of investors have a terminal value anxiety with seat-based models, as you may have heard these days. When you think about growth rate durability, what is behind that comment. And I'm not asking for a long-term guide. I really despise those. But what kind of growth rate over what time feels like it's not aspirational"


Summary: Bullish AVGO: BB touchdown setup expected to lead to another rally.

🟦 $AVGO popped, but the price halted at the upper Bollinger Band. BB touchdown typically leads to another rally. Looking Bullish 🚀

April (W) BLUE candle yielded a 94% profit gains 💵

230+ Weekly Smart Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/dJznT47124


Summary: Shares Wedbush raising PLTR PT to $160 with Outperform; author adopts bullish stance by relaying it.

🚨 BREAKING: $PLTR Wedbush has raised its price target to $160.00 maintaining an Outperform rating https://t.co/2kvzxbemwF


Summary: Bullish PLTR; AI agents at AIPCON7 are just the beginning of Palantir's autonomous AI capabilities.

🤖 $PLTR AIPCON7 - AI AGENTS DOING THE WORK FOR HUMANS. THIS IS JUST THE BEGINNING.

"That agent isn't just passively monitoring. It's actively analyzing the current state of the system And based off of that real-time analysis. It's generating a tailored, actionable response. So, instead of waiting for that human to detect triage and discover a solution, It's come up with all three instantaneously."

-Head of Dynamic Scheduling & Optimization at Palantir


Mizuho Raises PT to $130, Maintains Outperform Rating... UBS increased its price target to $120 while maintaining a Buy rating... industry-high bandwidth memory revenue to grow 55% yearly through 2027

Summary: Shares/endorses dual analyst upgrades on MU: Mizuho PT $130 Outperform, UBS PT $120 Buy, on HBM revenue growth 55% annually through 2027.

🔥 $MU Mizuho Raises PT to $130, Maintains Outperform Rating

UBS increased its price target to $120 while maintaining a Buy rating.

The firm expects industry-high bandwidth memory revenue to grow 55% yearly through 2027. Additionally, the company’s high bandwidth memory revenue is projected to increase 90% annually due to market share gains, reaching 45% of its DRAM revenue, which could increase sales and margins.

The analyst pointed toward a more favorable outlook and reduced concerns over tariffs as reasons for the revision.

$MU Bargain of the Century

PE Ratio: 15.5
Sales Ratio: 2.33

50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2


Here's my $PLTR PT range by next earnings $210.8 - $227.4

Summary: Price target range of $210.8–$227.4 for PLTR by next earnings; bullish.


Micron is the only US-based HBM (AI Memory) supplier for $NVDA $AMD $AVGO... a portfolio of HBMs is about to change this company forever... It will be a multi-year super cycle driven by AI and Rate Cuts

Summary: Strongly bullish MU via sarcastic framing: sole US HBM supplier, multi-year AI supercycle, HBM portfolio to permanently attenuate cycles and dominate revenue.

Here's some healthy sarcasm for $MU

$MU Forward PE is  ~12. That's way too EXPENSIVE. I know Micron enabling AI GPUs but how dare you, worthless Micron?

Micron is the only US-based HBM (AI Memory) supplier for $NVDA $AMD $AVGO. How dare you, Trump-backed Micron?

Micron HBMs directly enable those AI GPUs. The memory is increasingly becoming a critical bottleneck in many AI scenarios. How dare you become critical chip in Blackwell/Rubin, you worthless HBM?

I know you are at the heart of AI GPU enablement but you deserve a forward PE of single digits like 9 or 8 or maybe even 5. How dare you, Micron?

Now seriously...

This lackluster $MU AH price action is getting old. The market thinks the cycle will be over soon and they dump the stock believing it's not worth holding this name. Market does what it always.

However, Market does not care UNTIL it does and at the moment the market is just accustomed to its old habits and old Micron and it fails to take into account that a portfolio of HBMs is about to change this company forever. The peak and trough of their cycles will be greatly attenuated because HBM3,4,5 is expected to add about 40% more revenue, one huge line of products to their existing portfolio and this will play a constantly rhythmical music for years rather than making a dramatic intro without a satisfying continuum. You just gotta remember HBM was a product that Micron never sold in a significant way and now it's headed to become the most important product they've ever made in its history.

It will be a multi-year super cycle driven by AI and Rate Cuts. RoboTaxi evolution is going to make Micron's Automotive revenue more prominent over the next decade, too.

Mr. Market, you are looking at an old photo of Micron with DRAM, NAND & NOR chips on it, not the new photo of Micron with HBM and Automotive Chips on it.


Summary: Bullish PLTR; shares AIG testimonial highlighting dramatic efficiency gains as evidence of durable enterprise value.

🔥 $PLTR x AIG Unreal Testimonial

"...A THREE TO FOUR WEEK underwriting timeline review for each submission could be reduced down to LESS than ONE DAY"

"With additional underwriter capacity, this unlock can enable AIG to review 100 percent of the relevant submissions we receive. We consistently achieved over a 90 percent data quality accuracy rate compared to our manual input process

"So, if I increasing our underwriter capacity 2 to 5x, Providers such as Palantir have helped us unlock an opportunity to accelerate our potential growth. It's a new era for AIG, achieving transformation that impacts all of our stakeholders."


Summary: Long MU as a bargain at 15.5x PE / 2.33x sales with 50% sequential HBM growth and rising DRAM/NAND prices.

Follower: Hi TW, can you find an AI company with single-digit forward PE opportunity so I can invest?

Me: Are you trolling 🧌 ?

Follower: No

Me: $MU


Summary: Bullish BROS on weekly blue candle, 50MA support, volume, and Bollinger Band cross after good earnings.

🟦 $BROS Good Earnings: (W) BLUE Candle + 50 MA Support + Formidable Volume + Middle Bollinger Band Cross. Looking Bullish!

(W) BLUE candle Nov/24 = 169% Gains 💰

230+ Daily Smart Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/T0R7yWLzGk


Summary: US Navy South Korea investment push seen as a catalyst for Palantir and HD Hyundai via autonomous naval/smart shipyard partnerships.

🚨 $PLTR @USNavy to explore additional investments in South Korea, most likely HD Hyundai who is a big partner of Palantir.

"Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms.

South Korea’s specialization in Shipbuilding industry presents the United States with potential new opportunities for leveraging partners to meet its fleet maintenance and force projection goals.

Collaboration with Korea in these areas has so far centered on investments for revitalizing U.S. shipyard capacity and cooperation on AI technology and MRO. Then Secretary of the Navy Carlos Del Toro visited South Korea in February 2024 and kickstarted discussions to attract investments from Korean firms in U.S. shipyards. Shortly thereafter, in June 2024, Hanwha Group announced their acquisition of the Philadelphia “Philly” Shipyard, which was subsequently cleared by the Committee on Foreign Investment in the United States (CFIUS) last September. Current  Secretary of the Navy John Phelan is following suit, pitching “dual-use” shipbuilding to U.S.-Japan cooperation and visiting South Korea to explore additional investments. This adds to partnerships with HD Hyundai by Palantir Technologies and Anduril Industries to develop autonomous naval systems and smart shipyard platforms. Along with continued shipyard investments and autonomous technology partnerships, the next steps for the United States and Korea will likely feature commercial shipbuilding and MRO for naval support vessels

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https://t.co/NYiwE4RbIJ


HD Hyundai (parent holding) listed on KOSPI; Palantir partner context


Summary: Long PLTR, NVDA, TSM, TSLA, MU, AMZN on AI inevitability thesis spanning computing power and generational integration.

AI: The sheer computing power required to support the global population will surpass anything we can presently conceive.

The younger generations will breathe and live with AIs, integrated into every aspect of their lives.

I'm inevitably long $PLTR $NVDA $TSM $TSLA $MU $AMZN

Artificial Intelligence is an  Inevitable Tidal Wave

The tariffs can’t stop it
The bears can't stop it
Skeptics can't slow it.
Regulations won't halt it.
Fear won't derail it.
Uncertainty won't stall it.
Competition only fuels it.

Long $PLTR $NVDA $TSM $TSLA $MU


Summary: Shares NVDA earnings transcript highlighting massive AI factory pipeline and agentic AI transition; implicitly bullish on NVDA.

$NVDA Earnings Transcript. Subject: AI Factory

"Will transform every industry every company, and country."

"And more AI factory projects are starting. Across industries, and geographies. NVIDIA's full stack architecture is underpinning AI factory deployments as industry leaders like AT and T, BYD, Capital One, Foxconn, MediaTek, and Telenor. Are strategically vital sovereign clouds like those recently announced in Saudi Arabia, Taiwan, and The UAE. We have a line of sight to projects requiring tens of gigawatts of NVIDIA AI infrastructure in the not too distant future. The transition from Jane generative to agentic AI. AI capable of perceiving reasoning, planning, and acting. Will transform every industry every company, and country. We envision AI agents as a new digital workforce capable of handling tasks ranging from customer service to complex decision making processes.«

$NVDA Earnings Transcript. Subject: Inference

"We are witnessing a sharp jump in inference demand @OpenAI, $MSFT, and $GOOGL are seeing a step function leap in token generation. Microsoft processed over 100,000,000,000,000 tokens in q one, a fivefold increase on a year over year


Summary: Shares KeyBanc PT raise to $40 on RKLB with Strong Growth Momentum, endorsing bullish stance.

🔥 $RKLB PT Raised to $40 at KeyBanc on 'Strong Growth Momentum' https://t.co/E12mhCiiOs


Summary: Bullish DDOG and cybersecurity on AI tailwinds; relays Buy ratings on EL (BofA, PT $110) and AMD (HSBC, PT $200).

Notable Movers for July 10th Stock Market:

The SaaS sector experienced significant declines. $WDAY was downgraded today due to AI concerns, but I’m unsure why the rest of the SaaS sector would also decline. It could be driven by algorithms and market inefficiencies or a misunderstanding of this space. $DDOG and the cybersecurity space should be bullish with AI, but it is what it is.

Datadog $DDOG: Closed at $137.49, down 3.7% from the previous day's close of $142.75.

Atlassian $TEAM: Closed at $200.05, down 9.4% from $220.89.

Workday $WDAY: Closed at $229.3, down 4.5% from $240.17.

CrowdStrike $CRWD: Closed at $487.11, down 5.1% from $513.51.

CyberArk $CYBR: Closed at $376.39, down 7.1% from $405.31.

The airline sector was a standout, propelled by Delta Air Lines' strong second-quarter earnings report, which exceeded expectations and boosted investor sentiment. Key movers included:

United Airlines $UAL: Soared 14.3%, reflecting the sector's rally following Delta's positive outlook.

Delta Air Lines $DAL: Surged 12%, pacing the airline sector after reporting robust earnings, as detailed in Investopedia.

American Airlines $AAL: Jumped 13%, benefiting from the sector-wide momentum.

Southwest Airlines $LUV: Rose 8.1%, continuing the airline sector’s strong performance.

Other significant advancers included:

Estée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a "buy" rating and a $110 price target, trading at $92, as noted in Investopedia.

Teradyne $TER: Popped 6.3% after Amazon announced the use of its technology in the Vulcan warehouse robot, highlighting tech hardware strength.

Tesla $TSLA: Climbed nearly 5%, pacing Nasdaq 100 advancers, rebounding from recent volatility.

Advanced Micro Devices $AMD: Gained more than 4% after HSBC upgraded the stock to "buy" and doubled its price target to $200, reflecting optimism in AI chips.

On the downside, several stocks faced pressure:

Axon Enterprise $AXON: Dropped 9% after competitor Byrna Technologies $BYRN reported earnings, with $BYRN shares plunging 21.3%, impacting sentiment.

PTC $PTC: Lost 7.6% amid reports of takeover interest from Autodesk $ADSK, which also fell 6.9%, creating uncertainty.

AES Corp. $AES: Sank 6.4% following reports of being an acquisition target, potentially signaling sector consolidation.

Additional notable movements included:

MP Materials $MP: Surged more than 50% after securing a deal with the Department of Defense, trading at its highest level in over three years, with USA Rare Earth $USAR up 15%, reflecting strength in critical minerals.

WK Kellogg $KLG: Surged 30% after Ferrero Group announced its acquisition for $23 per share, valuing the deal at approximately $3.1 billion, a significant consumer staples event.


the cybersecurity space should be bullish with AI

US cybersecurity sector ETF CIBR (First Trust)


Estée Lauder $EL: Jumped 6.3% after Bank of America reinstated coverage with a "buy" rating and a $110 price target

industry='Household & Personal Products'


HSBC upgraded the stock to "buy" and doubled its price target to $200, reflecting optimism in AI chips


Everything Palantir is doing right now is operationally remarkable. Nearly every single key performance metric is going up and to the right at an unprecedented rate.

Summary: Shares bullish MorningStar thesis on PLTR: KPIs all positive, switching-cost moat, Golden Dome tailwind, EU/Middle East optionality.

🚨 $PLTR Key Points from the most recent MorningStar Article

"Everything Palantir is doing right now is operationally remarkable. Nearly every single key performance metric is going “up and to the right” at an unprecedented rate. Simply pick your KPI."

"Deals over $1 million are gaining steam. We believe this is a more valuable signal than deals over $10 million in terms of mass adoption. More players are taking small bites at the apple, and the switching cost moat is trending positively. The high friction with switching vendors suggests such deals will become more lucrative over time."

"Continued government penetration in both the United States and Europe will be closely watched, with some Middle Eastern revenues as a wild card."

"In the US, the Golden Dome could be a massive tailwind, with some estimates of total associated expenditure in the trillions. Palantir could be the software backbone of the system, so continued stickiness in government revenues (which we fully expect) would be a good sign."

"Europe is often viewed as an AI adoption laggard. CEO Alex Karp has publicly admonished the region for this, and we tend to agree, but the firm was able to secure some Maven AI smart-system-led contracts. Due to relative underpenetration, there is some significant optionality for price appreciation, should the company do well here."

"Reading the tea leaves, Trump brought a lot of tech CEOs with him earlier this year on a Middle East trip to stir up investment. We dont believe there is anything imminent, but if the Gaza situation resolves, there could be an opening for the normalization of relations between Saudi Arabia and Israel, which could open a new market for Palantir."

"Continued commercial penetration is pretty self-evident. We need to see more use cases outside of what has already been digested by the market, such as Palantir’s software helping Wendy’s with supply chain issues and hospital systems with bed turnover.'

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https://t.co/OqoWTX9y06


Summary: Short BMNR: broke $41 volume-peak support from $67, lower Bollinger Band far below, further drawdown imminent.

🟥 $BMNR From $67 (PINK Alert) to $31 (Today).

It lost the volume peak price support at $41. The lower Bollinger Band is far below. Further drawdown seems imminent.

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Companies not adopting Palantir products believe, 'Our in-house software engineers and data scientists can build solutions. We don't need Palantir.' This overlooks the reality: hiring and managing multiple specialized teams is costly and time-intensive.

Summary: Bullish PLTR: enterprises building in-house solutions will fail to match Palantir's proven, scalable platform, driving adoption.

$PLTR Companies not adopting Palantir products believe, "Our in-house software engineers and data scientists can build solutions. We don't need Palantir."

This overlooks the reality: hiring and managing multiple specialized teams is costly and time-intensive. The result? Often an inferior product, cobbled together over months, with limited production-ready use cases.

This mindset mirrors the flawed belief that "our cloud servers can outperform AWS, Azure, or GCP." Reinventing the wheel rarely beats leveraging proven, scalable solutions.

Good-bye legacy Enterprises. You will be outrun by those who use state of the art systems.

$PLTR valuation makes ZERO sense

But then why do institutions keep buying it?
What do they know that you don't?

I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way

Palantir has monopoly on Automated Governance, serving as the ultimate https://t.co/XGLRmO7rq8


Summary: Would put entire net worth in MSFT; argues Windows is irreplaceable OS underpinning global infrastructure with no viable substitute.

If you had to narrow it down to single company to invest your entire net worth, which one would you choose? 🤔

Let me start with mine 👇

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To narrow it down, inverse the problem by becoming a corporate "Thanos."

What do I mean by that? Let me break it down.

First, ask yourself: "Which company, if snapped out of existence, would make life on Earth most miserable?" Some companies can be easily replaced by competitors, while others are harder to replace but could still be substituted within a year or two. Your quest is to identify the company that is extremely difficult to replace--one so deeply embedded in every second of our lives that its sudden disappearance, like a business Thanos’ snap, would plunge us into deep, immediate chaos.

Second, perform a high-level simulation to determine which scenario is the worst. You may have narrowed it down to a handful of "Infinity Businesses," but you still need to identify which one has the greatest impact on humanity. Essentially, eliminate their products and assess how miserable Earthlings would become in an instant, with no replacement ready and no preparation in place.

I’ve done this exercise multiple times over the past few years, and personally, I would invest all my money in Microsoft ($MSFT). Why? If I were a corporate Thanos aiming to wreak havoc on Earth, I would eliminate the operating system of the planet: Microsoft Windows. This system powers business laptops, servers, and critical equipment in governments, hospitals, space stations, power plants, satellites, manufacturing industries, millions engineers and doctors and more.

The Earth would STOP working as we know it in snap of a finger. We would have NO replacement. The Microsoft Ecosystem is the HEART of the Modern Earth. Without it, we cannot Operate. We don't have a System. We cannot live without an Operating System. It's embedded and ENTANGLED deep down in the structure of how our world operates. We don't have a replacement.

Apple ($AAPL) isn’t designed for enterprise use. Companies wouldn’t be able to adopt it, as it’s incompatible with existing equipment. Linux/Unix is limited and impractical for widespread replacement. If Amazon ($AMZN) disappears, Walmart ($WMT) could step in. If Tesla ($TSLA) vanishes, other car companies would still cover over 90% of transportation needs. If Google ($GOOGL) is gone, we could use Microsoft’s Bing, Yahoo, ChatGPT, or Copilot. If Nvidia ($NVDA) disappears, AMD is already mass-producing AI GPUs. If Netflix ($NFLX) goes away, we still have YouTube and HBO. If Meta ($META) vanishes, X is arguably better anyway. But wait—what’s happening? My screen is dusting away pixel by pixel… the apps on my phone are disappearing… the servers must have crashed… I’m losing power in my house… Bye, folks. God bless Earth. Fight for freedom.


Summary: Bullish HIMS; dismisses short-seller narrative as fake news and implies shorts will fail to push it down.

$HIMS Oh no, 35.4% short interest. The fake GLP-1 news didn't work. What are they are gonna do? Another fake news? 🤷♂

Hims & Hers Health (HIMS) has a short interest of 68.35 million shares, representing 35.39% of the float (the number of shares available for trading by the public). This marks a 10.80% increase in short interest from the previous month. The short interest ratio (days to cover) is 1.5, indicating that it would take 1.5 days of the average trading volume of 33.70 million shares to cover all short positions.

Market still treating $HIMS like a GLP-1 company 😂

Don't be manipulated by the news orchestrated by the short whales.

$HIMS sells personalized dosages of semaglutide that branded companies don't provide. It's just one of their side products and it's legal. https://t.co/spI5WIonbd


Summary: Media attacks on Palantir seen as contrarian bullish signal; author is bullish.

@ImBananas4 Exactly. The fact the media is attacking Palantir is an extremely bullish sign. I love it.

@TradexWhisperer Morons on reddit just blab about palantir surveilance state.
They legit dont understand what palantir does.
Facebook google and apple have more info about everyone yet they dont care


An Unstoppable Defense Company under Fibonacci Growth Since 2022… ready to ride the next Blue Candle surge on $DRS

Summary: Bullish DRS; expects next upside surge based on Fibonacci growth pattern.

🟦 $DRS: An Unstoppable Defense Company under Fibonacci Growth Since 2022

(W) Blue Candles = Easy Gains 💰

Our Patreon crew is ready to ride the next Blue Candle surge on $DRS! 🚀 Join us to catch the gains! https://t.co/FZ2Ahbwam5

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https://t.co/0zGLSoeEEa


Summary: Bullish HIMS as a platform capable of eroding $10B of LLY's market cap; bearish LLY on HIMS competitive threat.

@ShortHims Party just started. $HIMS has the power to bring $LLY giant down by $10Billion in MC. That's the power of HIMS platform.

@TradexWhisperer They are illegal because it’s not personalized it’s just a bootleg version. Party is over.


$HIMS has the power to bring $LLY giant down by $10Billion in MC


Summary: Bullish on NVDA to $5T and PLTR to $2T market cap as AI revolution beneficiaries.

$NVDA $5T Market Cap
$PLTR $2T Market Cap

Incoming ⚡

We believe the path for Nvidia is a $4 trillion and then $5 trillion market cap. We believe the "Al Revolution Ives 30 list" captures the 2nd/3rd derivative Al plays in the tech world that will be the major beneficiaries of this $2 trillion of spend over the next 3 years 🔥🏆🐂


Summary: PLTR shows relative strength for a few days on partial tariff news; geopolitical/defense-tech tailwinds support continued upside.

Great question. There wasn't any except...

Based on my obsessively watching the price action, on full tariff negative news (liberation day a few months back), the entire market tanked but on half-arsed negative tariff news like today, $PLTR tends to have relative strength for a least a few days.

This aligns with the notion that Palantir can help Enterprises and nations during times of trouble, namely supply chain issues and also Iran-Israel conflict.

Palantir stock did not move negatively during the Iran-Israel conflict in June 2025. Instead, it experienced significant upward movement. It drove investor interest in defense-tech stocks like Palantir

@TradexWhisperer @peterthiel @JTLonsdale Was there any special news today about Palantir, indicating that it went up significantly against the market trend?


Reiterating 'Buy' after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs... My analysis points to a $171 price target, representing more than 40% upside potential.

Summary: Reiterating Buy on MU with $171 PT (40%+ upside); HBM sold out through 2026, Q3 beat, cheap at 10x FY26 earnings.

$MU "Micron's Recent Recovery Was Likely Just The Appetizer"

"Reiterating "Buy" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs.
Micron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 provide exceptional visibility and de-risk the near-term outlook for the company.
Don't fear the temporary margin dip from the HBM ramp; it's a necessary investment that will fuel significant, long-term margin expansion through fiscal 2026.
The HBM pivot is a master stroke, creating high-value growth while also tightening supply for standard DRAM, which is lifting prices across the entire portfolio.
Trading at just 10x FY2026 earnings, the stock remains cheap. My analysis points to a $171 price target, representing more than 40% upside potential."

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https://t.co/ML2XMkIq6l


Summary: Bullish PLTR on inevitability of achieving Rule of 40 score of 100.

Good morning $PLTR investors

The inevitable Rule of 40, Score of 100 💯 incoming. https://t.co/EE1brMrT2o