$DT Midstream (DTM.US)$ I bought more based on the expectation of a smooth financial performance in the next financial results.

$Vishay Intertechnology (VSH.US)$ I hesitate to buy when the financial results are bad, but I entered a little bit.

$Monolithic Power Systems (MPWR.US)$ Is the Edgewater article fake?
I would like to wait for comments from the MPWR management, but if there are no comments by the end of this week, I will consider selling.

$Science Applications International (SAIC.US)$ Yesterday, I bought on the dip! Looking forward to good earnings.

$Axon Enterprise (AXON.US)$ New entry. I want them to introduce a taser gun in japan 😂😂

$GE Vernova (GEV.US)$ The buying point on dips (breaking 320) is approaching, lol.

$NVIDIA (NVDA.US)$
Investment firm Edgewater Research stated that Nvidia (NASDAQ: NVDA)'s Blackwell line GPU allocation is 'at risk', causing Monolith Power Systems (NASDAQ: MPWR) stock to plummet by 14% in pre-market trading on Monday.
"Performance issues with MPWR's [Voltage Regulator Modules/Power Management ICs] may lead to strict limitations or exclusions of MPWR's allocation at Blackwell. Renesas is taking over B200, and amid rush orders in recent weeks, Infineon (OTCQX: IFNNF) (OTCQX: IFNNY) will take on GB200's allocation," wrote the company's analyst in a note to clients, referencing Japan's Renesas and Germany's Infineon.
Analysts say the root cause of the issues with monolithic power management ICs is 'unknown...

$Palantir (PLTR.US)$ We are looking forward to the new product Warp Speed, following the hit product AIP. We believe the success will continue. Holders, first of all, congratulations on a good financial result!