$SPCX and $FSLY are currently exhibiting strong momentum; their technical patterns show a classic bullish alignment, supported by favorable volume-price dynamics, indicating a highly certain and enduring upward trend.
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$SPCX $PLTR $FSLY
Among current holdings, only $SPCX has yet to reach its preset target price, while the share prices of $FSLY and $PLTR are gradually approaching their take-profit zones.
$FSLY has seen a significant rebound, and $PLTR is trading at a high valuation; consequently, the risk of a short-term pullback has increased for both. It is advisable to lock in existing unrealized gains while retaining a core position, awaiting Q3 revenue growth data to assess whether business growth is decelerating.
From a medium- to long-term perspective, $FSLY offers growth potential in the edge computing sector, while $PLTR represents a scarce, high-quality asset in the AI space.
The core logic behind $FSLY’ s recent rebound lies in a fundamental turnaround and a valuation re-rating: the company demonstrated business resilience through better-than-expected Q2 top-line results and raised full-year guidance. More importantly, a record-high gross margin (65.8%) signaled strong operating leverage, prompting the market to re-rate the stock from an "oversold" status to a "profitability transition" phase.