$Meta Platforms, Inc.(META)$ This stock is making a comeback.

$Meta Platforms, Inc.(META)$ The stock tested its 200-day moving average today. It could test that level again soon. A sustained move above that average would be a positive signal.

$Meta Platforms, Inc.(META)$  Meta is making another move to strengthen its AI ecosystem. It's reportedly preparing to release Muse, its first in-house AI image generation model, and is working to replace third-party image models with its own proprietary tech. This seems to be part of a broader industry trend where major tech companies are trying to build more of their own AI stack. The goal is likely to improve control, reduce dependency, and create more efficient systems at scale. Meta's advantage has always been its massive user base and distribution. The key question going forward is how effectively it can turn these AI investments into real products and revenue growth. From where I stand, when the next bull

$Meta Platforms, Inc.(META)$  $610 and $615 hold we push higher into $620, 625 and 635.

$Palantir Technologies Inc.(PLTR)$  Anyone who opened or added to short positions on $Oracle(ORCL)$  over the past week is likely looking at some significant unrealized losses now.

$Palantir Technologies Inc.(PLTR)$ It's interesting to see a combination like OpenAI, Athena, Snowflake, and Palantir being implemented within a company with a market cap around $5 billion, like Zeta Global. The market tends to focus on the largest AI players, but sometimes the real opportunities emerge when smaller companies become integrated into the same ecosystem. The convergence of AI infrastructure, data, and automation is happening quickly. Companies positioned at the intersection of this buildout could potentially surprise some observers.

$Meta Platforms, Inc.(META)$  The daily volume is still under 10 million, while the average is around 18 million. If you watch closely, you might see a big move before the close as shorts potentially cover.

$Meta Platforms, Inc.(META)$ If the price stays below $650 heading into earnings, I'd probably lean towards expecting a gap up on the release from dip buying.

$Palantir Technologies Inc.(PLTR)$ If this gets back above $200, I think a lot of people will regret not buying when it dipped. The market basically offered it at $106, but some decided it was still too expensive. That's something to keep in mind.

I think $Zeta Global Holdings Corp.(ZETA)$  could be on the cusp of a surprisingly strong quarter. It reminds me a bit of when $Palantir Technologies Inc.(PLTR)$  was gaining attention, trading around the low $20s with roughly 30% revenue growth. Back then, many dismissed it as just a government-focused consulting story. The market eventually recognized a deeper layer: AI struggles in production without clean, connected data. That's when Palantir shifted from being a narrative stock to becoming an infrastructure layer. Its growth accelerated, commercial adoption widened, margins improved, and the market completely re-evaluated the business. From where I stand,

Following Alex Karp's positive free cash flow outlook on CNBC, the long-term fair value potential for $Palantir Technologies Inc.(PLTR)$  seems to be expanding. The price action is consolidating after the recent news-driven move. The fundamentals appear increasingly robust, but it's probably wise to avoid chasing the spike. Letting the market digest the move makes sense. Personally, I'm looking to accumulate on dips toward key moving averages or proven support levels.

$Palantir Technologies Inc.(PLTR)$ we have the best dips

$Palantir Technologies Inc.(PLTR)$ Polymarket is showing a 17% chance the U.S. government takes a stake in PLTR. The price bounced off that market support area rather cleanly. Now, it's a question of whether it can test the resistance trendline and the 50-week moving average.

$Meta Platforms, Inc.(META)$ The stock's action over the last day is quite telling. It was showing bearish sentiment on Stocktwits just yesterday, and then the price shot up in pre-market while many retail investors were still cautious. These kinds of moves often happen when they're least expected.

$Surf Air Mobility Inc.(SRFM)$ The market is suddenly realizing that SRFM is no longer just a capital-intensive aviation company. Through its partnership with Palantir ($Palantir Technologies Inc.(PLTR)$ ), it's transforming into a high-margin software platform (SaaS) for the global private aviation sector. The recently announced Wheels Up deal ($12 million) clearly validates this model. Sales-related risk is dropping significantly, thanks to Palantir's go-to-market support.

$Palantir Technologies Inc.(PLTR)$ I think this is heading to $350.

$Oracle(ORCL)$ Three straight weeks of almost daily 5% drops… I never thought I’d witness something like this.

$Palantir Technologies Inc.(PLTR)$  Burry covered half of his Palantir short. So the price bottom is probably near or over.

$Palantir Technologies Inc.(PLTR)$ Michael Burry just said in his newsletter that he closed his short position on Palantir PLTR. He's not short it anymore. He's scared!

$SPDR S&P 500 ETF Trust(SPY)$ These wild swings in tech look like some hedge funds having to sell winners to chase what's hot now, like the MU trade and OpenAI developments. For investors, it's really a buying opportunity because they're just overdoing the moves in these established tech names. Not pleasant, but you can understand it.