I gave you $MEME at $100k, it went to 150 million in less than 12 hrs. 1500x
i gave you $CATE at 150k, it went to 70m 466x
i gave you $MARSCOIN at 100k, it went to 110m 1100x
i gave you $ANSEM at 135k, it went to 420m 3000x
and you still don’t have notis on? 🤯
Stay poor.
I begged you to buy $PONS - it did a 2937x
I begged you to buy $CASHCAT - it did 1999x
I begged you to buy $MARSCOIN - it did 500x
I begged you to buy $MEME - it did 300x
I have another memecoin at 1.5K MC, comment “CA” & I’ll send it to you
3250x with $PONS on my Tg
I called $PONS at $300k mcap, it ran to over $900 million (3000x)
Don’t miss the next $PONS (join link in bio)
Put notifications on.
Getting rich in crypto is easy
- Get a job and save up $1,000
- Find 10 early insider memecoins
- Put $100 into each of them
If even one does a 10,000x you make $1M profit
Why aren’t more people doing this?
He aped my $PONS call
Don’t forget who spotted it first.
$PONS: $315K -> $845M (2680x)
Never fade my calls 🫵
Another runner is loading.
Follow so you don’t miss it 🔔
TRUMP ON DATA CENTERS:
“I don’t like to see opportunity wasted. Whoever wins with AI wins, and it’s between the U.S. and China.”
“If you want to get rich as a state, you will want data centers."
$AVGO absolutely crushed earnings
if hock is legit guiding to $30 of EPS by FY 28, on a 20x multiple this is a $600 stock for a company growing 50%+
even at a 15x multiple, this is a $450 stock
now imagine they do $40-$50 of EPS and we keep the same 15-20x multiple which feels pretty reasonable for 50% growth…we get into that $700-$1000 range
however, stock is flat because most of that growth will be because of OpenAI and Anthropic
ultimately much of the semiconductor optimism is still tied to those two companies continuing to spend, same for Nvidia and the hyperscalers
going to be important to see if $AVGO Broadcom can actually generate meaningful revenues from those companies because right now it seems to be a levered bet on them which is also why the stock is discounted and has been flat all year
Markets recap (post-ready)
Dell crushed it. Record $47B revenue, EPS $7.04 vs $4.91 expected, AI servers $16.4B, $60.9B in AI orders, backlog $95B. FY27 guide jumped to ~$192B. AI demand still scaling.
Elon: the AI bottleneck is power, not chips. Possible 15 GW shortfall by 2027. Digital AI could add $20–30T to the global economy. Physical AI / robots could be a much bigger long-term multiplier.
Geopolitics hit oil and rates. Two tankers reportedly struck near Hormuz. WTI above $90. 10-year yield above 4.8%. Trump said the U.S. is striking Iranian targets near the Strait. Bessent said Hormuz can be bypassed via pipelines within 2 years and more Iran sanctions are coming.
Other headlines:
•Palantir won an Army TITAN production contract (8 systems)
•Meta exploring assistive-device status for AI glasses + new voice API
•Apple accuses OpenAI of destroying evidence in a trade-secrets case
•Anthropic launched Fable 5.1 / Mythos 5.1
•Chevron reportedly expanding in Venezuela
•Call/put ratio still very call-heavy even as options volume cooled
Most active options: NVDA, AAPL, TSLA, MU, AMZN, META, SPCX, INTC, PCG, GPRO.
AI demand up. Energy risk up. Volatility is the show.
TRUMP:
- I COULDN’T CARE LESS ABOUT IRAN
- I LIKE OUR POSITION ON THE STRAIT
- WHEN WILL THE IRANIAN PEOPLE STAND UP AND FIGHT
well, welcome to September folks
$PLTR
PALANTIR WINS A NEW U.S. ARMY TITAN PRODUCTION CONTRACT.
- The U.S. Army awarded Palantir a prime agreement to produce and deliver 8 new TITAN ground station systems, 4 Advanced and 4 Basic, with additional technology integration and operational fielding.
- TITAN is the Army’s next-generation AI/ML-powered deep-sensing platform, combining data from space, high-altitude, aerial, and terrestrial sensors to generate targeting intelligence for mission command and long-range precision fires.
- Palantir is the prime contractor, overseeing manufacturing, delivery, and the software powering TITAN, alongside partners including Anduril, L3Harris, Sierra Nevada, Strategic Technology Consulting, and World Wide Technology.
- Palantir USG President & CTO Akash Jain: “TITAN was shaped by the Soldiers who used it, in the conditions they used it in, against the standard they set. That is the only way a system like this earns its place in the field.”
This is a really, really important deal because TITAN puts Palantir at the center of the Army’s AI-enabled battlefield architecture.
It also reinforces Palantir’s role as a prime defense contractor, not just a software vendor, giving it deeper ownership of mission-critical systems and potentially expanding its long-term opportunity across the U.S. military.
LETS. GO.
PTFB.
$DELL
Dell once again with a MONSTER beat and raise.
- Revenue: $47.0B vs. $44.9B est, +58% YoY, a quarterly record.
- Adj. EPS: $7.04 vs. $4.91 est, +203% YoY from $2.32.
- AI Servers: $16.4B revenue, roughly +100% YoY; Dell booked a massive $60.9B of AI server orders during the quarter.
- AI Backlog: surged to a record $95B, up from $51.3B last quarter, one of the biggest numbers in the report.
- Infrastructure: Traditional servers/networking revenue $10.5B, +122% YoY; storage $4.9B, +26%.
- FY27 Revenue Guide: raised dramatically to ~$192B, versus the prior $165B–$169B range.
Incredible print.