$BigBear.ai Holdings(BBAI)$ A fraction of the gains during the first trading hour. Will hold. A few simple (not FA) reasons. 1. Bigbear is at 5x sales. Palantir more than 55x sales. However, Palantir is already profitable. 2. Bigbear's recent $165m US Army contract win shows extraordinary ttechnical capability. 3. Bigbear's president was Trump's former Border and Customs Commissioner and Acting Homeland Security Secretary. More to write.
$Archer Aviation Inc.(ACHR)$ All gains might evaporate overnight but I am maintaining that 2025 will be the year of EVTOL. Much higher turnover on what was expected to be a tepid pre-holiday trading day. Merry Christmas 🎄!
$SUPER MICRO COMPUTER INC(SMCI)$ Will it be more or less or none after the business update post market close? Leaving good money on the table to stake.