Everyone is looking for the next NVIDIA.
They might be looking in the wrong place.
Missed NVIDIA?
Missed Palantir?
Missed Rocket Lab?
The next trillion-dollar theme is AI Γ Space.
Rocket Lab ($RKLB)
AST SpaceMobile ($ASTS)
Redwire ($RDW)
But my biggest bet isn't any of them.
It's Palantir ($PLTR).
The company that's quietly becoming the AI brain for defense, satellites, and autonomous systems.
The rocket gets the headlines. The software captures the value.
Everyone is looking for the next NVIDIA.
They might be looking in the wrong place.
Missed NVIDIA?
Missed Palantir?
Missed Rocket Lab?
The next trillion-dollar theme is AI Γ Space.
Rocket Lab ($RKLB)
AST SpaceMobile ($ASTS)
Redwire ($RDW)
But my biggest bet isn't any of them.
It's Palantir ($PLTR).
The company that's quietly becoming the AI brain for defense, satellites, and autonomous systems.
The rocket gets the headlines. The software captures the value.
π¨ AWESOME! JD Vance just DROPPED this message to every single American, after President Trump stuns the world with the Iran deal:
"Thank you. Because of your patience, I think that we've solved the problem that has plagued this country again for well before I was even BORN, which is a terrorist supporting Iran that was pursuing a nuclear weapon."
"We are now at a place here where we can stay with confidence. They're not going to get a nuclear weapon."
πΊπΈπΊπΈπΊπΈ
π¨ UPDATE: In a jaw-dropping announcement, President Donald Trump revealed a figure that stunned the American people: βWeβve taken in $600 billion in tariffs.β He added, βI gave the farmers $12 billion last week... It's kept the unfair competition out of our country."
US stocks are flashing green across the board.
Big Tech just reclaimed the market.
AMD +4.73%, AVGO +3.52%, AMZN +2.71%, GOOGL +2.29%
Bulls are BACK in full control again.
π¨ IT'S OFFICIAL: $0 AMERICAN DOLLARS are going to Iran, President Trump confirms
The $300 billion was a TOTAL LIE!
"We are NOT investing ANY MONEY in Iran, by the way. That rumor got out, it was ridiculous!"
"We have NO obligation to invest any money in Iran."
π¨ NOW: President Trump is about to let Iran SELL OIL on the market as part of the terms for the deal
Iran is not getting a SINGLE DOLLAR from American taxpayers, and the $300 billion from the US was a fabricated LIE
"We learned why the Iranians are eager to sign onto this thing...turns out, per WSJ, Iran will soon get to start selling oil again on the global marketplace. That is their main money-maker." β DOOCY
Trump the dealmaker!
NO NUKES!
NEW: Stocks up. Oil down. President Trump says that's the clearest sign yet that the proposed Iran deal is being welcomed by investors.
Speaking about the agreement, Trump highlighted a market rally, declining energy prices, and progress toward reopening the Strait of Hormuz after weeks of uncertainty.
"The stock market has gone through the roof and oil has come tumbling down."
He argued the deal delivers economic stability while also keeping Iran from obtaining a nuclear weapon.