$Bloom Energy Corp(BE)$ I'm bullish on AI data center energy providers. EROC has large deals with both Anthropic and Meta, along with ongoing clients that include grocery store chain HEB, Walmart, and even car manufacturer Hyundai.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ Nvidia is putting $3B and AMD is putting $1B into Meta's equity raise. Chip suppliers are now also becoming equity partners in the biggest AI spenders. Is this just smart alignment, or does it make the whole CapEx loop even tighter?
$Meta Platforms, Inc.(META)$ It sounds like a big dilution, but it really isn't when you compare it to how much revenue and profit they generate on a yearly basis. Both are going to keep growing as well.
$Meta Platforms, Inc.(META)$ Meta will hit $900 because it runs the ultimate digital tax grid on human attention, monetizing billions of daily active users across its family of apps while turning AI from a massive capital expense into an immediate revenue multiplier through razor-sharp ad targeting, automated creative optimization, and the rollout of lucrative conversational AI agents. As enterprise spending shifts toward hyper-personalized, AI-driven advertising, Meta's unmatched data advantage and relentless operational efficiency mean every surge in digital ad demand flows directly to its bottom line, leaving competitors scrambling while its cash machine compounds uninterrupted.
Options swing idea on SPY. Looking at Oct 23 $770 calls, entry range around $765 to $769, with a stop on a close under $758. Targets would be $774, then $781.62. The setup: Nasdaq just had its worst week since June and chips fell 8 straight sessions, but futures are green into Monday. $SPDR S&P 500 ETF Trust(SPY)$ closed Friday at $763.25 after defending the $760.64 low. This week is a gauntlet with $Netflix(NFLX)$ Tuesday, then $Tesla Motors(TSLA)$ and $Meta Platforms, Inc.(META)$ Wednesday. The plan is simple. If $SPDR S&P 500 ETF Trust(SPY)$
$Tesla Motors(TSLA)$ BYD has built an electric supercar that can literally hop and jump. The vehicle is the Yangwang U9, a high-performance luxury electric hypercar priced around $230,000 to $240,000. The trick comes from BYD's DiSus-X Intelligent Body Control System, a highly sophisticated active suspension setup. It uses rapid computer processing, cameras, and ultra-fast hydraulics to adjust each wheel independently. When first unveiled, the car showed this off by squatting and leaping a few inches completely off the ground from a standstill. In marketing and testing videos, an autonomously driven U9 was also filmed accelerating to 120 km/h and using its suspension to launch itself up to 6 meters forward through the air, clearing potholes,
$Meta Platforms, Inc.(META)$ I don't see how Cathie Wood would have made large purchases at an average of 755.16 over the past few days if she wasn't aware of a hugely positive earnings report. I think something strong is coming, and we could see a move toward 780-800 into earnings.
Correlations tend to run high during pullbacks, so most names sell off and bounce together. That said, $Meta Platforms, Inc.(META)$ has been showing some relative strength, holding near its 20EMA on the bounce. It is not immune to a weak tape, but it is acting noticeably better than the other big tech leaders.
$Meta Platforms, Inc.(META)$ The 10-year yield is dipping, oil is dipping, the Anthropic report came out, and $Taiwan Semiconductor Manufacturing(TSM)$ posted a blowout. A crash will happen at some point, but I don't think it's now. Fear and panic are elevated, which is healthy. Big money to be made buying overnight and betting on a reversal. Those who dare, win.