$Meta Platforms, Inc.(META)$  Bill Ackman's Pershing Square USA fund bought around 2.7 million shares of Meta, with a cost basis between $625 and $667 per share. Looking at the share count reported in the SEC filing: * Shares held: ~2,673,569 * Estimated cost basis range: roughly $625–$667/share * Estimated total investment: approximately $1.67 billion to $1.78 billion.

$ServiceNow(NOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $iShares Expanded Tech-Software Sector ETF(IGV)$ $Palantir Technologies Inc.(PLTR)$ Now that Oracle, Microsoft, Adobe, and other software companies are done with their selloff, IGV should get back on track. This NOW 4-hour chart looks like it could easily revert back to the 110-115 area for a test. Agentic AI is the next big money maker in the AI space. I added some NOW at 4.92 near the end of the day here. Will consider adding more if it fills the gap at 96.

$Meta Platforms, Inc.(META)$ The pullback from the peak reached the daily blue box area and provided a clean swing-buy opportunity. Long positions should be risk-free now; watch for follow-through above the recent high to confirm continuation.

$Palantir Technologies Inc.(PLTR)$ Expect a short-term pullback as the market digests the SpaceX deal, similar to what happened with $Meta Platforms, Inc.(META)$  after Facebook's IPO years ago. But it'll come back – it's just too important.

$Ondas Holdings Inc.(ONDS)$ Looks like it's about to level up in a big way. They're launching LADOS – a unified command-and-control system that links sensors, drones, robots, and effectors for fully autonomous defense operations. When paired with SkyWeaver (powered by $Palantir Technologies Inc.(PLTR)$  AI), LADOS isn't just another drone product. It feels more like the backbone of a next-generation defense "systems-of-systems" platform. This could be the pivot from niche hardware to a full-scale defense AI ecosystem. Keeping an eye on this one.

$Meta Platforms, Inc.(META)$ It'll probably be up by the end of the day, but I'm still disappointed it went under $600. The performance has been weak. This one might need good news, like a U.S. government investment, to see any significant movement. I hope I'm wrong about that.

$Palantir Technologies Inc.(PLTR)$ Earnings exceed expectations every quarter and the price is still at a low. It's simply a great buy.

Bill Ackman recently shared a perspective that investors are repeating the mistakes of 2000, chasing hype and ignoring quality. One stock he pointed to is META. Here's why I'm paying attention: 5-Year Revenue CAGR: 15.2% Forward P/E: 18 Consensus Price Target: $826 Implied Upside: 39% Honestly, while everyone gets hyped about the latest AI or meme stock, $Meta Platforms, Inc.(META)$  quietly keeps delivering real growth. It feels more like the kind of name you seriously consider owning, not just watching.

The market is at all-time highs, but the tape is very one-sided right now. AI names are driving most of the upside, while quality growth stocks are quietly getting discounted in the background. From a long-term investor's perspective, this is where I'd start scaling in: $Amazon.com(AMZN)$  $Meta Platforms, Inc.(META)$  $MercadoLibre(MELI)$  $Reddit(RDDT)$  $Robinhood(HOOD)$  These aren't hype trades—they're structural winners tied to AI, advertising, fintech, and digital platforms. Dips in strong businesses are opportunities in a trend-driven market. Sca

$Palantir Technologies Inc.(PLTR)$ The big players might be about to start loading up again. Let's see what happens next.

This one is for the math enthusiasts. If $Space Exploration Technologies Corp(SPCX)$  is valued at $1.77T on $18B in revenue, that implies a price-to-sales multiple of roughly 98x. Apply that same multiple to $Meta Platforms, Inc.(META)$ , which generates over $200B in annual revenue, and the theoretical valuation would be around $20T–$22T, or roughly $7,800–$8,600 per share based on today's market cap and price. Obviously, META won't trade at a 98x revenue multiple. That's not the point. The point is the valuation disconnect. META is wildly profitable, dominant, cash-flow rich, and leveraged to AI, yet it trades at a normal earnings multiple, while hype assets command absurd revenue multiples.

New high of the day. Not going to lie, this thing just refuses to die. Every time people think the move is over, $Meta Platforms, Inc.(META)$  somehow finds another gear and keeps pushing higher. At this point, you almost have to respect the consistency. The AI narrative, ad business, margins, momentum… everything just seems to be lining up for them right now. So, who's your pick in this market right now? Because $Meta Platforms, Inc.(META)$  is making a very strong case lately.

$Meta Platforms, Inc.(META)$ Nah... The short pool here is basically gone. This is real buying because the shares are just that cheap. People were too focused on photonics, lasers and other overpriced stuff the past few months. They forgot about good old META.

$Meta Platforms, Inc.(META)$ , lfg, it's not enough, I want $700.

$Palantir Technologies Inc.(PLTR)$ Jensen Huang said on X that Palantir is going to integrate Nvidia to process data at the speed of light at an extraordinary scale. This is only the beginning. My cost basis is at $21.

$e.l.f. Beauty Inc.(ELF)$ just dropped $1B to acquire Hailey Bieber’s Rhode，a bold move shaking up the beauty world! Announced on May 28, and judging by the stock’s reaction, investors are totally here for it.

$MINISO Group Holding Limited(MNSO)$ TOP TOY is crushing it，revenue hit nearly ¥1B in 2024, up 45% year-over-year, and they added 128 new stores, reaching 276 in total. Honestly, I didn’t pay much attention to this segment before, but turns out their mix of blind boxes, collectible toys, and value pricing is a real winner. MINISO is proving it’s not just a “dollar store” brand anymore，it’s pivoting hard toward youth trends and lifestyle upgrades. The more I hold this stock, the better I feel about it.

$ISHARESHSI(03115)$ Absolutely loving it! This stock is going crazy, feels like I’m raking in the profits! I’ve been bullish on it for a while, and it’s paying off big time! Holding tight, waiting for it to skyrocket again!

$Zai Lab Ltd(ZLAB)$ is really making moves! The sales of Weiwei Jia reached over $30 million, and in 2024, most of their revenue is expected to come from this drug—exciting times ahead! Yesterday, they hit another major milestone with the acceptance of the listing application for tisotumab vedotin, developed in collaboration with Seagen, for the treatment of recurrent or metastatic cervical cancer. The potential is huge! Continuing to stay bullish, looking forward to Zai Lab’s next big breakout!

$SMOORE INTL(06969)$ Just cashed out with a nice profit on Smoore International! Been keeping an eye on this one for a while and it's really been showing strong potential. Smoore's solid market position in the vaping industry is holding steady, with impressive earnings growth despite market challenges. Plus, the stock's been on a solid uptrend lately, proving its resilience. Loving the gains from this one – always feels good when the research pays off!