Episode 976: Palantir Is Not Safe From the Software Collapse. Intel, TENX Stock

**Martin** (0:00)
Got a big rally today, partially based on Palantir results. Um, I actually wanted to spend a little time on that. The contract revenue is future revenue, basically. But, they have US contract revenue and global contract revenue. And, it's not really clear... Well, it's not revenue, it's contract value, excuse me. They have RPO as well, there's RPO. Hey, good morning. Thank you very much. Trump wants to ban Chinese optical equipment. Not my intern, it's my coworker. Depth wish. Warning, I did short Palantir. What do you think of the game? Well, my positions are changing a lot. I mean, it's a pretty, pretty dynamic. A little remaining deal value. Yeah, you can adjust the settings in the Kelly, however you'd like, actually. Yeah, Nick, that's one of the things you're trying to figure out. Yeah, Reddit. Reddit's probably going to bounce back. I think integration tech. Well, clearly they're executing, and that's that. Well, actually, the question is, are they executing? That's what I'm trying to figure out. They have RPO. They give out like this weird set of metrics, and I'm trying to get it all. Oh, there's QCLS News. There you go. I didn't know when that would come out, but I'm happy it's out. Congratulations to my colleague Yasi for joining the team. That's got to be automated, though. I'm not sure. I'm short Micron right now. I'm a short Palantir. I'm short Ion Q, short D-Wave. I like Alnylum. This will be a true test. All the photonic stocks are up. I just shorted them, Alan, yesterday. So I don't know why you think it's painful. I actually just shorted Micron this morning at 870 What he was saying, like, who cares about margins? Is that the... Yoni's a cool guy. You don't want to double cross him. It's just trading. Yeah, I want to check out GF. A little more detail later. It's definitely a cool new function. It's so weird. They just give out little pieces of this stuff, and it's so annoying. I need all the metrics consistently. US commercial remaining deal value 3.63, but it doesn't make sense. It's a real Israeli. He's official. Yeah, outcrowd maybe some other time. I'm not really following Novo. I mean, they have to do a lot to get in shape. Like, they're pretty... So, I'm assuming it could be a short, but I don't know. Total contract value of 10.8 billion. Okay, that was last year. Are they not going to disclose it anymore? That'd be pretty shady. I don't know. I think it's going to dump. I mean, people should see this, but we're also in a weird time.
Good morning. Good morning. Market's opening in two minutes. Micron's traded the most as usual. 4% up 4%. I think that'll be flat today or down. Sandisk's up 6% earnings very soon there. Tomorrow, I believe. Palantir up 16%. And what I thought was not such a great quarter.
Microsoft down a little bit, Apple as well.
AMD up 3%, 4% actually. NVIDIA up 2%, Amazon down 3%. Lamentum up 10%, fading a little bit on a ban of Chinese optical equipment in data centers. SpaceX up 2%, been recovering lately. Marvell up 9%, Hynex up 5%, Nebius up 2%.
Applied Opto is up 17%.
I wonder if there's a move to be made there.
Stocks are holding in pretty strong for now. Big rally. I see these optical stocks drop a little bit. We'll see. Micron dropping a little bit. Palantir kissed 150, I believe. Almost. I shorted some more at 149, 148, 147 See how the market reacts to some of that. I think it'll be gone by the end of the day, boss man. I shorted it up late last night. My new guy is getting here. You guys are gonna love this. In five minutes. You guys want to tell him when the stock market opens. Kind of like my intern. I know, Dusty. I know. I said make sure you get a good night's sleep, you know? Okay, the optical stuff is hanging in there, it looks like. For now. Micron is pretty strong, too. That's strong across the board here. Not a great day for a short. Oh, look who it is. Good morning. Hey. Good day. It's a new day.
Do you know that? I'm live streaming. Do you know what time the stock market opens, by the way? What? 9.30, my man. 9.30. 9.30. New York Stock Exchange, yeah. Yeah. That number, by the way, is not right. That's from, like, taking yesterday's price.
When you trade after hours, I don't know if that makes sense to you. If you trade after hours, let's say stock closed at 120, and it goes up 20 bucks after hours, and you short it. The next day, your system will think that... No, think about it. Stock's 120 at the close. You have no position. You have nothing. Stock goes up to 140