Above Wing

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Above Wing

Above Wing

@WingAbove

“Patience is the key which solves all problems” $PLTR BULL PalantirOS

Beigetreten Kasım 2020
806 Folgt220 Follower
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Fam
Fam@fammetaX·
Canadians who invested in the U.S. stock market
The Kobeissi Letter@KobeissiLetter

It's official: Canada has unexpectedly entered a technical recession for the first time since the pandemic lockdowns in 2020. Real GDP in Canada fell -0.1% in Q1 2026 following a -1.0% contraction in Q4 2025. This marks two-straight quarters of GDP contraction for the first time in six years. Economists had expected Q1 GDP growth of +1.5%, yet the economy suddenly contracted. The weak GDP data coincides with a weak job market as well, as the Canadian economy is likely to remain under pressure amid ongoing US tariffs. Meanwhile, the household saving rate fell to 3.5%, reaching its lowest level since the Q1 2024 as spending rose faster than incomes. Canada is facing a major economic slowdown.

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NVIDIA
NVIDIA@nvidia·
Congratulations to Teton Ridge and Cowboy+ on the Sports Emmy nomination for AIQ: Where Data Meets Dirt. Since then, @PalantirTech integrated NVIDIA software into an end-to-end automated real-time video analytics system, recently running live during FOX’s coverage of The American. This is production AI, live in the arena and on the broadcast.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 US stock market records its highest daily & weekly close in history.
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Daniel Foch
Daniel Foch@danielfoch·
People buying the space x ipo 😂
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WallStreetBets
WallStreetBets@wallstreetbets·
BREAKING: 🇺🇸 TRUMP might have already given the next $DELL last time he told people to buy Dell: > $DELL went up +80% > landed a $9.7B Pentagon contract > crushed earnings > added billions in market cap NOW everyone is looking at $PLTR Trump posted about Palantir on April 10 when it was around $128 TODAY it’s around $156 disclosures show he already had exposure before the post I’ll post the NEXT TRUMP TRADES when they drop might want notifications on 👀
WallStreetBets tweet media
WallStreetBets@wallstreetbets

Throwback to May 8 🇺🇸 Trump: "Go out and buy $DELL. They’re great." stock is up 80% since then

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Above Wing
Above Wing@WingAbove·
$PLTR REMEMBER THIS IN 12 months from now or less
WallStreetBets@wallstreetbets

BREAKING: 🇺🇸 TRUMP might have already given the next $DELL last time he told people to buy Dell: > $DELL went up +80% > landed a $9.7B Pentagon contract > crushed earnings > added billions in market cap NOW everyone is looking at $PLTR Trump posted about Palantir on April 10 when it was around $128 TODAY it’s around $156 disclosures show he already had exposure before the post I’ll post the NEXT TRUMP TRADES when they drop might want notifications on 👀

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Tom Nash
Tom Nash@iamtomnash·
Thanks for the discount See you all next selloff $PLTR
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Richard Dias
Richard Dias@RichardDias_CFA·
Nice of the Bank of Canada to admit, again, what some of us have been saying for years. The Federal Government screwed over a generation of young people. bankofcanada.ca/wp-content/upl…
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PK
PK@paul_k_0907·
Happy recession - to those that celebrate.. 🇨🇦
The Kobeissi Letter@KobeissiLetter

It's official: Canada has unexpectedly entered a technical recession for the first time since the pandemic lockdowns in 2020. Real GDP in Canada fell -0.1% in Q1 2026 following a -1.0% contraction in Q4 2025. This marks two-straight quarters of GDP contraction for the first time in six years. Economists had expected Q1 GDP growth of +1.5%, yet the economy suddenly contracted. The weak GDP data coincides with a weak job market as well, as the Canadian economy is likely to remain under pressure amid ongoing US tariffs. Meanwhile, the household saving rate fell to 3.5%, reaching its lowest level since the Q1 2024 as spending rose faster than incomes. Canada is facing a major economic slowdown.

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Above Wing
Above Wing@WingAbove·
@danielfoch Finally all podcast must now say we are in a recession not we “may be in a recession”
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Daniel Foch
Daniel Foch@danielfoch·
Canada has technically slipped into a recession as economic growth stalled in 1st quarter Real GDP has declined for 2 consecutive quarters cbc.ca/news/business/…
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Benny The Bull
Benny The Bull@bennybigbull·
Hello there $PLTR 👀
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Above Wing
Above Wing@WingAbove·
$PLTR THIS MORNING VS THE MARKET REACTION LOL. LOVE TO SEE IT
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Ron Butler
Ron Butler@ronmortgageguy·
Welcome To The RECESSION: Shrinking GDP Pushes Canada Into Economic Decline Which is something just about everyone in Ontario & BC were feeling already Instead of expected 1.5% Growth StatCan reported Negative 0.10% GDP Yep, just as we suspected: We're Fucked 2/
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Above Wing
Above Wing@WingAbove·
@eWhispers They thought $PLTR WAS DEAD WE WERE JUSY TAKING A NAP
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The Economic LongWave
The Economic LongWave@TheELongWave·
I’ll be on The Really Big Show today at 2 PM EST. Topic: Canada home prices from the 1920s to today, and why the current housing bust is not a normal correction. My thesis: Canada did not have a housing shortage first. It had a credit bubble first. From 1920 to the early 1980s, home prices were still anchored to incomes, wages, and the real economy. After 1981, falling rates, financialization, mortgage expansion, and household debt turned housing into a national leverage machine. Now that machine is breaking. 2026 may be the year Canada and the world officially enter Economic Winter. ❄️ Economic Autumn inflated the illusion of wealth. Economic Winter sends the bill. @TheRlyBigShow
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PK
PK@paul_k_0907·
No one guessed correctly! First let’s summarize what happened to $DELL They built up a massive backlog in AI servers.. they had immense manufacturing capability but didn’t have the components and GPUs - that was the constraint. Then on earnings multiple things hit at the same time.. their backlog grew, indicating growing demand for servers, but they converted a bigger portion of the backlog to revenue because they overcame their constraint and sourced all the components and GPUs they needed. This happened quickly and caught people off guard, finally $DELL was then considered an AI infrastructure stock instead of a boring HW compute company and the stock took off 40% So to find something similar, we need a company with a growing backlog, hasn’t been classified already as an AI name and has the ability to quickly convert the backlog. Right away the names $VRT and $GEV come to mind, they have relatively massive backlogs. However, they don’t meet all the criteria. $VRT already had its AI glow up and already trades at elevated levels. $GEV has almost a $200B backlog which is great for pricing power and margins.. they are scaling capacity but they make massive turbines and growing capacity will not happen quickly - it will take many years. I believe they’ll do well.. but probably wont have a $DELL like melt up. Although not the same situation, the company that most closely meets the criteria is $POWL They design high voltage components that were used in the natural gas sector and are now pivoting to AI datacenters. They have run up recently - but are still not fully classified as an AI provider. They have a $1B TTM revenue and a relatively large $2B backlog and just landed their largest order. Their constraint is manufacturing capacity, and skilled engineers. They’ve already committed $100M to invest in production increases. This constraint can’t be solved as quickly as Dell’s but they could see a meaningful ramp in 2-3 quarters if they execute well. If they can keep growing their backlog, meaningfully increase their production, and grow their margins (which they should be able to do as they optimize for datacenters) they could surprise on the upside and get a Dell like AI re-rate in the next 12 months. NFA… I currently have a small position
PK@paul_k_0907

I think I found the next $DELL? Any guesses?

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PK
PK@paul_k_0907·
I think I found the next $DELL? Any guesses?
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