Accumulate Palantir Technologies Inc. (PLTR) on pullbacks as it targets a $200 price point by year-end, using the key $180 resistance level as your momentum indicator. Consider buying Alphabet Inc. / Google (GOOGL) following Warren Buffett’s Berkshire Hathaway staking $10 billion at the $350 level. Hold Microsoft Corporation (MSFT) as a core mega-cap position while it comfortably trades above the $500 milestone and expands its AI infrastructure. Exercise near-term caution on Intel Corporation (INTC) due to potential shareholder dilution from its $15 billion capital raise, despite its long-term foundry ambitions. Monitor Archer Aviation Inc. (ACHR) for short-term volatility following its acquisition of In-Situ, which injects $200 million in annual revenue into the company.

Palantir Technologies Inc. (PLTR)

• Stock had a massive 40% week (its first 40% week since April 2025) and is back to being a $400 billion company.
• The market has realized that the software "apocalypse" narrative was not real.
• Palantir management projects 130% growth next year with revenue potentially nearing $20 billion.
• The stock recently broke out above $175 and is approaching a psychological level of $180.
• Bullish technicals, consolidated base, and favorable AI momentum suggest potential for a run to $200 by the end of the year, provided macro conditions (such as oil prices and geopolitical conflict) clear up.

Takeaways

• Look for pullbacks or consolidation phases to accumulate shares, as software sentiment has dramatically improved.
• Watch the $180 resistance level as a key technical milestone for continued momentum.

Micron Technology, Inc. (MU)

• Short-term sentiment was hit over the weekend due to bearish arguments from sell-side analysts and memory influencers, noting that DRAM and NAND quarter-over-quarter contract prices may peak soon.
• Bernstein noted that memory pricing alone is driving 70% of year-to-date semiconductor revenue, creating fears that a slowdown in memory growth would slow down the entire semi industry.
• Despite concerns about pricing peaks and supply coming online, management noted that data center demand is extremely strong—unable to meet even half of customer needs—and customers are largely insensitive to memory pricing.
• Micron trades at a low price-to-earnings (P/E) multiple because the market questions the sustainability of growth, though they are returning substantial capital via share buybacks.

Takeaways

• Consider the risk-reward profile carefully; while valuations are low and long-term AI memory demand remains robust, short-term price-action may remain range-bound due to sell-side caution and macro factors.
• Monitor upcoming earnings prints and investor day updates for concrete evidence regarding long-term agreements and high-bandwidth memory (HBM) supply commitments.

Microsoft Corporation (MSFT)

• Hit the $500 milestone last week and crossed $507 to $512, representing a market capitalization near $3.77 trillion.
• Reports from The Information indicate Microsoft plans to release its next-generation MAIA 300 custom AI chip in September and significantly raise AI chip production.
• Cloud services are accelerating: Azure grew 43% with projected growth reaching 45% next quarter, alongside strong return on invested capital (ROIC) estimated around 30%.

Takeaways

• Microsoft is solidifying its position as a dominant AI hyperscaler, successfully diversifying into custom silicon (ASICs) while maintaining robust cloud growth.
• Continued execution above the $500 level reinforces confidence as a core mega-cap holding.

Alphabet Inc. / Google (GOOGL)

• Berkshire Hathaway recently invested $10 billion in Google at $350 during Q2, making it a top-five holding alongside American Express, Coca-Cola, Apple, and Bank of America.
• Google Cloud Platform (GCP) reported spectacular growth, up 82% year-over-year.
• Projected free cash flow is expected to scale significantly by 2029, cementing its long-term financial health.

Takeaways

• Institutional backing from Warren Buffett's Berkshire Hathaway highlights the underlying value and growth potential of Google's cloud and search infrastructure.

Intel Corporation (INTC)

• Filed a shelf offering to dilute shares by raising $15 billion in capital to expand its foundry business and compete more effectively with TSMC.
• The stock fell about 4.5% to 5% following the dilution news.
• While dilution creates short-term fear for shareholders, massive capital is an absolute necessity for Intel to build out its manufacturing ecosystem.

Takeaways

• Exercise caution in the short term due to the dilutive impact on equity, but view the capital raise as a fundamental requirement if Intel is to become a primary domestic foundry player.

Archer Aviation Inc. (ACHR)

• Announced a major aerospace and defense AI deal, acquiring Boeing's Wisk Aero, SkyGrid, and In-Situ.
• In-Situ generates $200 million in annual revenue, providing a massive inorganic boost to Archer's top-line numbers.
• Boeing took an equity stake in Archer, signaling validation from legacy aerospace contractors alongside newer defense players like Anduril.
• The stock surged roughly 18% to 21% following the announcements.

Takeaways

• The addition of $200 million in annual revenue significantly changes the fundamental growth profile of a company previously generating minimal revenue.
• Watch for potential equity offerings that could create short-term volatility following massive single-day gains.

AbCellera Biologics Inc. (ABCL)

• Experienced a major rally, with the stock jumping over 30% to 37% following positive Phase 2 clinical trial results.
• With a relatively small market cap of around $2 billion, successful drug trial milestones provide a new valuation floor and runway for ecosystem development.

Takeaways

• Biotech investments remain inherently binary; strong clinical results can yield massive immediate upside, but ongoing due diligence regarding trial pipelines is essential.

Berkshire Hathaway (BRK.A / BRK.B)

• Turned net buyers of stock for the first time in a year, purchasing $25 billion in equities while selling only $3.7 billion.
• Bought an entire homebuilding company, Taylor Morrison Home, for $6.8 billion, signaling a bet on falling interest rates and a re-rating for housing builders.
• Invested $10 billion in Google and bought back $4.5 billion of its own stock, leaving cash reserves around $360 billion.

Takeaways

• Berkshire's return to net buying indicates that deployment opportunities are emerging, providing a bullish macro signal for blue-chip equities and interest-rate-sensitive sectors.