News broke that Michael Burry’s Scion Asset Management has bearish bets on Nvidia (NVDA) and Palantir Technologies (PLTR) via put options. I, for one, look forward to “squeezing” Michael Burry since I do not have more spectacular stocks than Nvidia and Palantir Technologies, which, by the way, announced perfect third-quarter results. The analyst community was expecting revenue of $1.086 billion and operating earnings of 17 cents per share, so Palantir Technologies posted an 8.1% revenue surprise and a 23.5% earnings surprise. The company raised its guidance above analyst estimates. Any dip in Nvidia and Palantir Technologies should be viewed as a great buying opportunity.I recently attended a Great Gatsby party at Mar-a-Lago, and like the roaring 20s during the Great Gatsby era, a similar economic boom is now unfolding, but not everyone will participate. It is imperative that we own the stocks behind the AI and data center boom, like Bloom Energy (BE), as well as companies benefiting from the productivity boom, such as Nvidia (NVDA) and Palantir Technologies (PLTR).I am keenly aware that the Top 10% of the stocks in the S&P 500 now account for approximately 42% of the index, but I still recommend Nvidia and Palantir Technologies. Despite the growing evidence that AI and data centers are accelerating and dominating explosive GDP growth, the efficiency and productivity gains that are being implemented should help many companies boost their underlying profitability.I remain amazed that my average small-to-mid capitalization stock is trading at only 3.4 times forecasted earnings, so my stocks remain grossly undervalued compared to large capitalization stocks. Please remember that small to mid-capitalization stocks behave like “bunnies” that “sit” and “hop,” so get ready for some more upside surprises between now and Thanksgiving. Some small and mid-cap stocks I recommend are Argan (AGX), eGain (EGAN), and Power Solutions (PSIX).We are now in the midst of the strongest earnings announcement season in the past four years, and earnings momentum is accelerating despite a federal government shutdown over healthcare spending cuts. Frankly, even though I expect the federal government shutdown to end soon, economic productivity actually rose during the shutdown.The simple fact of the matter is that the trillions of dollars in onshoring for data centers, plus the automotive, pharmaceutical, and semiconductor industries, is unprecedented. This onshoring is expected to result in a massive economic boom that will result in over 5% annual GDP growth in 2026. Since small to mid-capitalization stocks are predominantly domestic companies, they should naturally prosper during this accelerating economic boom.Ironically, the U.S. economic boom is not expected to be inflationary, since the U.S. dollar is firming up and starting to offset any impact of tariffs on imports. Furthermore, China remains in a deflationary environment, and we are importing that deflation. Shrinking households throughout Asia and Northern Europe have caused economic stagnation that is deflationary. Furthermore, the European Union’s (EU) Net Zero goals have caused energy costs to soar and are systematically destroying manufacturing industries, like their automotive sector.