PLTR

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A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Meta $META unveiled Muse Wonder and Muse Wonder Full, calling them its most capable AI models to date for personal AI agents and software development. Trained at Meta’s gigawatt-scale Prometheus data center, the models combine Active Memory, which carries relevant context across conversations, with Active Focus, enabling agents to persist through complex tasks, explore alternative approaches, and confirm important actions with users. Meta said the models deliver state-of-the-art performance across agent, memory, and coding benchmarks, while supporting professional workflows involving software engineering, legal, financial, and health tasks. Muse Wonder is available today through the Meta Model API and Muse Code, while Muse Wonder Full is available to Muse Code subscribers and will also roll out to the Muse app, alongside stronger safeguards for privacy, malicious instructions, and misuse. 2. Broadcom $AVGO CEO Hock Tan warned that many investors are approaching AI like “casino gamblers,” arguing that capital is increasingly being deployed without a clear understanding of the industry's long-term economics. Tan said the next major constraint on AI may not be chips or power, but capital, as AI developers must prove they can generate sustainable returns from the enormous investments being made today. He also cautioned that some companies are overspending on AI initiatives and emphasized that long-term

All of these S&P 500 $SPY stocks have made new all-time highs today 👀🎯 Palantir $PLTR Fiserv $FFIV Datadog $DDOG Fortinet $FTNT NetApp $NTAP AbbVie $ABBV Visa $V

Ondas x Palantir 👀 Shares of Ondas $ONDS are up more than 5% in pre-market following the announcement of "Regna AI" in collaboration with Palantir $PLTR Regna AI's models will be deployed on edge hardware in use cases such as drones, stratospheric balloons, ground vehicles and surface vessels.

$PLTR just broke above $210 for the first time ever in overnight trading.

$ONDS I agree with much of what Steve is saying here below. Have been looking deeper into Ondas as well. The biggest issue is dilution, which obviously has kept the stock down. It’s been the biggest bear case. However, the combination of a $1.5T defense budget + the broader defense conglomerate that Ondas is creating (funded via dilution) + 52-week lows + rapid growth with GAAP net income on the horizon makes this interesting. The biggest thing getting my attention with Ondas is the $PLTR Palantir partnership and I am diving deeper into why/how both companies are working together in order to scale the broader OS that is coming together as a result of the combination. Open to hearing more perspectives on this name, I know there is a passionate retail base that is likely very annoyed because of dilution but I am trying to envision what it takes for Ondas to be a $25B company one day and how much growth could be achieved synergistically with their acquisitions to make it happen.