Amit Kukreja

Following a $50 billion private equity bid for Workday (WDAY), investors holding the stock should consider taking partial profits above $210 and rotating into lagging enterprise software peers like Salesforce (CRM) and Adobe (ADBE). Reddit (RDDT) presents a time-sensitive momentum trade around $174, fueled by mandatory ETF purchasing ahead of its inclusion in the S&P 500. The 3% to 5% post-earnings dip in Applied Materials (AMAT) offers an attractive entry point for long-term exposure to the foundational AI semiconductor equipment buildout. Nu Holdings (NU) is an actionable breakout buy after moving past its $14 resistance level toward $14.65, backed by 70% year-over-year earnings growth in digital banking. Finally, investors seeking AI memory infrastructure exposure should accumulate SanDisk (SNDK) and Micron (MU), as high-performance storage demand supports expanding profit margins and aggressive cash returns through 2030.

Capitalize on high volatility in Nebius Group N.V. (NBIS) by buying pullbacks to trade potential short squeezes driven by its 30% short float. Accumulate dips in CoreWeave (CRWV) to target multi-year AI cloud infrastructure demand backed by long-duration contracts. Maintain NVIDIA Corporation (NVDA) as a foundational core holding to capture ongoing tailwinds from the massive multi-billion-dollar AI hardware supercycle. Buy post-earnings dips in Coherent Corp. (COHR) to secure exposure to critical, bottlenecked optical components for data center interconnectivity. Use any near-term market weakness in Cisco Systems, Inc. (CSCO) to build a stable, diversified networking position benefiting from the AI data center build-out.

Capitalize on NVIDIA (NVDA) as its new $500 billion institutional financing partnership creates a massive, guaranteed revenue stream for GPU sales over the next 12 months. Exercise caution with Palantir (PLTR) near $176, as high valuations and prominent short-interest suggest waiting for a pullback rather than chasing current momentum. Accumulate AST SpaceMobile (ASTS) for the long-term, treating near-term earnings misses as secondary to its $1 billion backlog and Cantor Fitzgerald's $90 price target. Buy Rocket Lab (RKLB) on weakness following its Neutron rocket delay to 2027, leveraging its massive $2.36 billion backlog and Stifel's $132 price target. Position for broader market upside as the S&P 500 targets 9,000 by the end of 2027, supported by robust AI capital expenditures and stabilizing macroeconomic conditions.

Capitalize on the recent 5% to 7% after-hours dip in Rocket Lab USA, Inc. (RKLB) to build a long-term position, keeping in mind that the delayed Neutron rocket flight timeline pushes major profitability catalysts toward early 2027. Treat the current after-hours volatility in AST SpaceMobile, Inc. (ASTS) as a speculative accumulation window, but tie your holding period to the successful commercial deployment of upcoming Bluebird satellites. Use the recent 5% to 6% pullback in Hims & Hers Health, Inc. (HIMS) to buy shares following strong subscriber growth to 2.9 million, while closely monitoring operating expenses for improvements in bottom-line profitability. Approach Palantir Technologies Inc. (PLTR) with extreme caution near its $175.23 recent close, noting that high-profile short positions like March 2027 $100 strike put options signal severe valuation concerns despite strong annual revenue projections. Ride the structural AI infrastructure boom fueled by NVIDIA Corporation's (NVDA) new $500 billion financing partnership, while keeping a close eye on downstream private credit leverage and macroeconomic risks.

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.

Capitalize on NVIDIA (NVDA) momentum by monitoring its continued leadership in the large-cap semiconductor space after trading near $224. Consider Palantir (PLTR) for high-growth exposure after it broke major $170 resistance, but watch for potential short-term consolidation. Use Microsoft (MSFT) as a stable anchor for long-term tech exposure while it successfully holds above the $500 milestone. Watch the $80 support level on Rocket Lab (RKLB) to see if it can sustain its recent breakout alongside broader space sector momentum. Exercise caution and avoid short-term long positions in Micron Technology (MU) and Nebius (NBIS) due to aggressive price target cuts and heavy short-seller pressure.

Buy Airbnb (ABNB) to capitalize on accelerating travel demand and strong Q3 revenue projections ranging between $4.69 billion and $4.77 billion. Accumulate Cloudflare (NET) as a strong infrastructure play benefiting from the rapid shift toward AI agentic web development and robust Q3 guidance. Avoid richly valued ad-tech stocks like The Trade Desk (TTD) following its significant revenue miss and slowing single-digit growth. Take advantage of the recent technical pullback in Micron Technology (MU) toward $888 to build a bullish 6-month position, driven by sold-out 2027 high-bandwidth memory capacity. Invest in high-quality software leaders like ServiceNow (NOW) heading toward $120 as enterprise demand for secure, integrated SaaS solutions remains resilient.

Investors should treat the recent 10% pullback in SanDisk (SAND) and the sympathy drop in Micron Technology (MU) as multi-year buying opportunities for the AI memory trade. Patient investors can also view the recent Oscar Health (OSAR) sell-off as an attractive entry point following its massive earnings beat and doubled operating income guidance of $700 million for fiscal year 2026. Meanwhile, Amazon (AMZN) presents a strong long-term accumulation opportunity as broader tech weakness offers a discount on its scaling cloud infrastructure and new GLP-1 weight loss drug delivery catalysts. Conversely, avoid consumer beverages like Celsius Holdings (CELH) until proven growth acceleration returns, as capital rotates heavily toward artificial intelligence infrastructure. Finally, existing long-term holders of Palantir Technologies (PLTR) should consider selling out-of-the-money covered calls to hedge against near-term macro volatility while maintaining their core positions.

Capitalize on SanDisk's explosive growth and massive multi-year contracts by buying shares during post-earnings pullbacks, supported by their new $14 billion share buyback program. Long-term investors should use short-term market volatility in Mercado Libre (MELI) to accumulate shares as fintech assets surge 68% year-over-year. Add Axon Enterprise (AXON) to risk-managed technology portfolios to capture steady, reliable growth driven by their combined software and hardware ecosystem. Capitalize on SoundHound AI (SOUN) as a high-potential micro-cap play after they crushed revenue expectations by 18% and demonstrated accelerating financial momentum. Exercise caution with high-multiple tech stocks like AppLovin (APP), waiting for clearer entry points after minor growth deceleration triggered sharp post-earnings corrections.

Capitalize on the recent 7% pullback in Advanced Micro Devices (AMD) to buy a key AI beneficiary, backed by analyst price targets of $635 to $700.

Exercise extreme caution with SpaceX and wait for the impending $116 billion share unlock to clear before considering a position, despite its $47.5 billion backlog and $800 target by Raymond James.

Accumulate shares of Shopify (SHOP) as a core e-commerce holding following its 34% revenue acceleration and a fresh $100 million stake from Thrive Capital.

Exploit the artificial market dislocation in Zeta Global (ZETA) caused by brokerage reporting errors to buy the dip, with analysts targeting $27 to $30.

Add Eli Lilly (LLY) as a stable, long-term healthcare holding to capitalize on structural pharmaceutical demand, supported by a massive $23 billion quarterly revenue beat.

Capitalize on the recent 9% post-earnings pullback in Advanced Micro Devices (AMD) to build a long-term position, as the core business fundamentals remain exceptionally strong.

The true growth catalyst for AMD will arrive in late Q3 and Q4 through the commercial ramp of the Helios rack-scale system and MI450/MI500 series chips.

Look for entry opportunities in NVIDIA (NVDA) as well, supported by a newly announced exclusive hardware commitment from SpaceX utilizing the upcoming Vera Rubin architecture.

While SpaceX is scaling its AI cloud operations rapidly, expect near-term profitability to take a back seat to aggressive infrastructure spending through its Colossus data center initiative.

Capitalize on strong enterprise demand and surging revenues by maintaining a long-term bullish position in Palantir Technologies (PLTR). Accumulate shares of Grab Holdings (GRAB) to capture Southeast Asia's regional growth, supported by a new $750 million share buyback and a robust $5.4 billion net cash position. Approach Advanced Micro Devices (AMD) cautiously near the $500 level, monitoring its MI450 GPU ramp-up and supply chain constraints before buying due to aggressive valuation multiples. Leverage the broader structural bull market in the S&P 500 Index (SPY), which has crossed the 7,600 mark on strong Q2 earnings and declining Treasury yields. Finally, watch official energy supply announcements regarding the Strait of Hormuz to manage potential "sell-the-news" reactions as oil prices decline.

Investors should consider buying shares of Palantir Technologies Inc. (PLTR) following its exceptional Q2 2026 earnings report, which showcased a massive 93% year-over-year revenue growth rate to $1.94 billion. The company's U.S. commercial segment is expanding rapidly with 149% annual growth, driven by enterprise adoption rather than traditional token-consumption models. PLTR boasts a pristine balance sheet holding $9.4 billion in cash and short-term U.S. Treasuries alongside minimal share dilution. Management's confidence is reflected in their upwardly revised full-year 2026 revenue guidance to $8.15 billion. While valuation multiples remain high compared to traditional software peers, long-term investors should capitalize on this momentum while monitoring broader macroeconomic shifts.

Accumulate Amazon (AMZN) for the long term, but wait for consolidation periods to buy after its recent push toward a $3 trillion market cap. Target NVIDIA (NVDA) for continued upside with a year-end price target of $230 to $250, provided it holds the critical $200 support level. Consider selling puts on Reddit (RDDT) in the $125 to $130 range to capitalize on the recent pullback toward $147 to $150. Approach Palantir (PLTR) with caution ahead of its earnings report due to potential short-term stock volatility despite its strong enterprise AI growth. Monitor Micron Technology (MU) around $800 to $823 for cyclical memory market entry points, while weighing geopolitical risks before buying Tesla (TSLA) near $315 to $324.

Capitalize on recent market momentum by buying Amazon (AMZN) following its strong 15% earnings surge and proven cloud infrastructure returns. Accumulate Reddit (RDDT) shares during its recent 20% pullback, as the sell-off offers an attractive long-term entry point for patient investors. Add Microsoft (MSFT) to your portfolio for a safer, lower-risk AI play backed by disciplined capital allocation and massive enterprise software moats. Monitor Palantir Technologies (PLTR) closely around its upcoming Monday earnings report for key catalysts on enterprise adoption and revenue acceleration. Income-focused investors should explore Oracle (ORCL) corporate bonds to lock in attractive yields approaching 7.8% on long-term investment-grade issues.

Capitalize on the post-earnings sell-off in Reddit (RDDT) by treating its 16% to 22% drop as a medium-to-long-term buy-the-dip opportunity at roughly 22x forward P/E. Buy Amazon (AMZN) as a high-conviction growth play, leveraging its robust cloud demand and expanding AWS margins. Monitor NVIDIA (NVDA) closely for a sustained break above the $200 psychological resistance level to signal renewed momentum in the semiconductor sector. Assess your personal risk tolerance before buying Micron Technology (MU) due to its extreme cyclical volatility and heavy short interest. Finally, target high-beta infrastructure names like Bloom Energy (BE) for asymmetric upside during the ongoing AI compute boom.