PLTR getting some love .
I added a bit recently— first time
Since $18.
Revenue growth’ and forward projections are impressive, would say it’s a buy to a strong buy as well.
Profit margins have actually been rising.
Pretty soon, stories will appear of trucks carrying DRAM chips and GPUs being hijacked, 
Some of those guys collecting old computers could have made big money on the memory components alone.
Following a guy on YouTube and a few of his picks are doing well. Just putting them out there in case anyone wants to delve deeper.
$TXG
$TENB
and up but not so much on
$DT
$BETA
Be nice if we had an idea of what they were . Not all tickers are immediately recognizable.
Funny! You write the company, people want the ticker. You write the ticker, people want the name of the company!
Well, there are a lot of companies! I don’t recognize any of these— so I don’t even know what industries they’re in. “These look good,” doesn’t inspire me to even look them up.
Or just link the YouTube guy.
Just trying to be helpful. 
APD is in the news— I own it. They’re in the chips and the space economy thesis I have worked out and pay a 2.6% dividend. I identified them a while back but honestly forgot I bought them. They are crucial and by far the most boring stock I own. 
Air Products and Chemicals ($APD) is a massive player in the industrial gas and chemicals space (they are actually the world’s largest supplier of hydrogen and helium).
The reason the stock spiked ~8% despite taking a massive $2.9 billion pre-tax charge comes down to Wall Street’s favorite phrase: capital discipline.
Here is exactly what gives:
1. The Big News: Axing the Mega-Projects
Air Products announced it is completely walking away from its massive, multi-billion-dollar Louisiana Clean Energy Complex (LCEC) project. They are also shutting down a zero-carbon liquid hydrogen facility in Casa Grande, Arizona, along with a few other smaller clean-energy distribution ventures.
Because they are abandoning these half-built or heavily invested projects, they have to write down the assets and pay contract termination fees, which triggers that scary-looking $2.9 billion headline charge.
2. Why the Market Loved It (The “Good News”)
Normally, a $3 billion charge is a disaster. But in this case, the market reacted with major relief because of why they did it:
The Math Didn’t Work: Management admitted that the financial returns on these massive hydrogen projects no longer met their strict internal criteria. Hydrogen for heavy-duty transportation/mobility has developed much slower than expected.
Cutting Losses: Investors were terrified that APD was going to blindly pour billions of dollars of cash down a green-hydrogen rabbit hole. By pulling the plug now, they are saving billions in future capital expenditures (CapEx).
Low Cash Hit: While the accounting charge is huge ($2.9B), the actual cash they have to pay out for pulling out of these contracts is expected to be under $925 million—much lower than the headline number.
3. The Pivot to Certainty
To sweeten the deal, they simultaneously announced they are finalizing a global marketing and distribution agreement with Yara International to sell renewable ammonia from their massive NEOM Green Hydrogen Project in Saudi Arabia.
The message to the street was clear: We are abandoning the risky, low-return US hydrogen vanity projects and focusing our cash on high-return ventures that actually have buyers locked in.
Semicon stock index jumping 3% up and down on a given day which is unheard of in a bull market supposedly .
Apart from significant MU I own some DRAM stocks and the DRAM etf, that thing is ridiculous. Made me great money in just a few months but the moves, sheesh. Was up solid yesterday and now DRAM down again 5.6% in premarket lol. Koreans!
What we want is actionable insight.
You writing some tickers OR company names with no opinions ain’t great.
I posted about BETA before, what do you like about BETA?
You beta you beta you bet.
And the free money showed up. $559->$625 in 4 days.
I had another order in for Meta that didn’t close by a dollar , oh well. Still did ok. If NOW is turning around I caught it at the bottom.
Not for this first time I got the feeling wall street and retail are often just like a bunch of sheep running headlong this way then that way.
AI and chips , AI and chips!
Software and MAG7, quick everybody grab Software and MAG7 !
Although…althpugh I have my strong suspicion from the size of the move yesterday that Wall street knew this news in advance and dumped chips hard to whack into META for a quick payoff. Shorting chips and longing meta for a double and very easy payday.
I thought you were out of military stocks because you didn’t want to be trading on the death business? What changed?
No judgement, just a question.
Alex Karp interview on squawkbox… painful. Doesn’t give one confidence.
I’m seeing reports of tech options going nurts this weekend over the PLTR / Nvda deal? Burry pulled his short and the deal excites folks it seems.
PLTR gets a new PT at $175. Ok— 