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Palantir FALLS 12% In Two Days, Trump Gets His Ceasefire, Amazon Is READY To Win | Daily Recap

Amit Kukreja•Aug 9, 2026

Summary

Amit analyzes the impact of the recent ceasefire on the global markets, noting that the S&P 500 recently saw its best four-day stretch since October 2025. Amit believes that the market is giving Donald Trump the benefit of the doubt regarding negotiations, as lower oil prices and market stability are crucial for the upcoming midterms. Amit maintains a bullish outlook on equities, suggesting that the lows reached during recent dips are unlikely to be revisited soon due to phenomenal earnings growth.

Amit also addresses the recent "software apocalypse" caused by fears that Anthropic's new orchestration platform would disrupt legacy software companies. Amit dismisses these concerns as exaggerated, arguing that if software were truly dying, semiconductor stocks would be rallying even more aggressively to account for the massive shift in value. Amit advises investors to be selective, focusing on high-growth companies with strong margins and clear AI integration strategies.

Stocks discussed:

Palantir (PLTR): Amit bought 100 shares at $129.62, viewing the 20% selloff as an overreaction. Amit highlights Palantir's accelerating top-line growth, expected to hit 80% next quarter, and its 51% adjusted operating margins. Amit identifies technical support at $130 but warns that losing the $125 level could lead to a drop toward $107.
Meta (META): Amit is optimistic about Meta due to its new "Muse Spark" AI model, which exhibits significantly fewer hallucinations than competitors like GPT and Claude. Amit notes the strength of Meta's advertising business, which is growing at 33%, and previously bought shares in the $530 and low $600 range. Amit believes the company is successfully demonstrating a clear path to ROI on its massive AI capital expenditures.
Amazon (AMZN): Amit recommends Amazon as a cornerstone portfolio holding following a strong shareholder letter from CEO Andy Jassy. Amit is impressed by AWS generating $15 billion in annual AI revenue and the massive demand for Trainium chips, which are on a $20 billion annual runway. Amit expects operating margins to expand from 11% toward 25% long-term, potentially doubling free cash flow.

Mentioned Stocks

RKLB
Sentiment: BUYAction: BOUGHT

Reasoning: Amit explicitly stated buying Rocket Lab a couple of days before the ceasefire announcement as part of an allocation of dry powder into high-conviction names.

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AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Amit views Amazon as a cornerstone portfolio holding. Amit cites AWS's $15 billion annual AI revenue and the massive scale of Trainium chips as evidence of continued dominance. Amit expects operating margins to expand significantly to 25% in the future.

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META
Sentiment: BUYAction: BOUGHT

Reasoning: Amit bought the dip in the $530 range and low $600s. Amit is impressed by the new Muse Spark model's low hallucination rate and the 33% top-line growth in the advertising business, seeing a clear path to AI ROI.

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NVDA
Sentiment: BUYAction: BOUGHT

Reasoning: Amit mentions buying Nvidia 'here and there' during recent market fluctuations, maintaining a bullish stance on the semiconductor leader as the AI infrastructure build-out continues.

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PLTR
Sentiment: BUYAction: BOUGHT

Reasoning: Amit bought 100 shares at $129.62, arguing that the software selloff is an overreaction. Amit highlights that Palantir is expected to grow 80% next quarter with 51% adjusted operating margins. Amit notes support at $130 but warns that if $125 is lost, the stock could drop to $107.

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