$Meta Platforms, Inc.(META)$ I'm starting to think I should've picked up more when it was under 600 earlier.

$Meta Platforms, Inc.(META)$ Seems like it gets punished for everything — off of Google, off of the lawsuit, off of immediate ROI, and even off of its own capex guidance. Double jeopardy doesn't apply here?

$Invesco QQQ(QQQ)$ After seeing $Alphabet(GOOG)$ 's commentary on the TPU ramp in its Q2'26 earnings, it's worth keeping $Celestica(CLS)$ 's involvement in mind. Rob Mionis, CEO (1/29/26): "proud of our decade-long partnership with Google... Celestica remains closely aligned with Google on the development of complex data center hardware and systems. As a preferred manufacturing partner for Google's Tensor Processing Unit... Celestica is committed to making long-term investments in both capacity and capabilities.... These investments are designed to support the scaling of production for current and future generations of Google's custom silicon TPU sys

$IBM(IBM)$ It's pretty wild to see some of these speculative, overhyped companies trading at 50x P/E, while the clear market leader in quantum computing is sitting at just 18x. The valuation gap is hard to ignore. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Watching for a breakout on META. If it can decisively take back and hold the $690–$700 area, I think the path to new highs could open up fairly quickly. Until that happens, it's a waiting game. This is the level where the bulls need to show they're in control—a clean move above it could really shift the whole setup.

$Meta Platforms, Inc.(META)$ Looking at IREN's reported upfront payment of 45% for its AI capacity, it raises a question. Who is willing to prepay that much? If the customers are AI developers or enterprises rather than the traditional hyperscalers, it would challenge the most bearish views on the Neocloud narrative. For context on upfront payments in the sector: - IREN: 45% from AI developers (customer undisclosed) - NBIS: 40% from META These large upfront commitments seem to signal strong demand and confidence in long-term AI infrastructure capacity. The Neocloud story appears to be moving from speculation toward execution.

$Reddit(RDDT)$ Looks like algos are loading up on cheap shares ahead of big tech earnings. If Google rallies, it could lift other ad-based names like Meta and Reddit. Near term, I'm looking at the 200 level.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Wow, the AMD–Anthropic deal is reportedly expected to be larger than the OpenAI and Meta deals. That's a very positive development for AMD.

I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$  and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.

$Infleqtion(INFQ)$ The Congressional testimony today is a significant development, and here's why it stands out. First, it involves major government agencies like DARPA, DOE, NASA, and the Department of Defense. Historically, this kind of government visibility has often preceded major contracts, similar to what happened with PLTR. Instead of inviting academic institutions like MIT, NIST, or USGS to testify, Congress specifically invited the CEO of a public company, Infleqtion. The language of the discussion is also noteworthy. It's not just about studying quantum sensing; the focus is on deployment, usage, and surveying, with the goal of integrating data into USGS databases. This ties into a broader strategic context. China currently dominate

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Bulls were close to a recovery recently. They'll likely keep trying.

$Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ Still holding my position while we move through this choppy period. The 4EMA is still below the 21EMA, which suggests some downward momentum. It was a poor close, but it was higher than Friday's on lighter volume. The system would look slightly positive if we close above 67.53.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Dave & Buster's Entertainment(PLAY)$ From where I stand, Dave & Buster's looks like a straightforward play at these levels. They have over 160 locations and a market cap around $360 million. Each store reportedly brings in an average of over $5 million a year, and they seem to be expanding quickly.

$Meta Platforms, Inc.(META)$ gapping up $700S+ one of these days after et $900

$Invesco QQQ(QQQ)$ The amount of short interest is pretty significant. It could put some pressure on those positions by the end of the trading session.

$NVIDIA(NVDA)$ Looking at the daily chart, we've had a second close above the 50-day SMA at 209.21 in three days. If this support level holds, it could potentially mark the beginning of a new uptrend.

$SPDR S&P 500 ETF Trust(SPY)$ I'm trying to recall the last time we had this much liquidity in the markets around July. Stocks are moving 10% to 20% daily, trading far above their normal volume. The whole "sell in May and go away" idea seems completely irrelevant now. It's great for trading activity, but I'd really like to see more data on where all this capital is coming from. $Apple(AAPL)$  $Meta Platforms, Inc.(META)$  $BlackBerry(BB)$  $Microsoft(MSFT)$ 

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ A beautiful day for tech.

$Tradr 2X Short SNDK Daily ETF(SNDQ)$ Keep it coming, thank you.

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ $Meta Platforms, Inc.(META)$ $Reddit(RDDT)$ $Snowflake(SNOW)$ These are all holding up well even in this market.