$Meta Platforms, Inc.(META)$ A $10 billion plan has just been announced for its first data center in Canada. That's a significant capex commitment, which to me signals that spending on AI and infrastructure is still ramping up. For Meta, this reinforces the long-term buildout narrative, but it also keeps the market's attention on how aggressively they're investing in compute.
$Meta Platforms, Inc.(META)$ Closing around $600 seems like a positive sign. It looks like a new uptrend could be starting heading into earnings. I think it could reach $1,000 by year-end.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ just reported something that's hard for the market to ignore. Google Cloud revenue was up 63% year-over-year. That's not the 'slow growth big tech' story anymore; it's moving into acceleration mode. Wells Fargo is now modeling 73% YoY growth for next quarter, which suggests the narrative is shifting quickly from just a search company to a full AI and cloud compounding machine. This is often how re-ratings begin—quietly at first, then more forcefully. If cloud maintains this trajectory, the debate over its valuation multiple might become less important than the earnings expansion showing up in the numbers. I'm watching this closely. It feels more like early-ph
$Meta Platforms, Inc.(META)$ It's evolved into a multi-layer platform across social media, communications, ad-tech, and increasingly into an AI-driven infrastructure and data compute layer. From a valuation standpoint, the market still seems to be pricing it at what looks like a compressed multiple relative to its growth profile. Forward P/E is around 18.5x, the PEG is near 0.90x, and revenue growth is still tracking about 33% YoY. What stands out is the disconnect between the company's expanding business surface area and a valuation that remains anchored to a more traditional ad-tech framework. The re-rating debate feels like it's less about whether the business is growing, and more about how the market chooses to classify it going forward.
$Alphabet(GOOG)$ The AI cybersecurity sector has strong tailwinds looking ahead. Consolidation in the space is likely to continue, and from what GOOG-AI has said, Sentinel One (S) is the most undervalued pure-play AI security stock globally. A potential Google-Sentinel One merger could create a significant global AI security player. For context, Google's recent acquisition of Wiz was valued at 32x trailing sales, which was around $32B.
$Alphabet(GOOG)$ I don't think this news will have much impact on the stock, either in the short term or the long run. It seems like a good buying opportunity.
$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy is positioned to be a key player starting in October 2026. A recent resource report on wave energy converters took a close look at the global opportunity and ran the numbers, detailing the sheer scale of what wave energy can deliver to national grids. For instance, it could potentially meet over 100% of Australia's needs, 32% for the United States, and 30% for Spain. The key point is that waves keep moving when the wind drops and the sun sets. Unlocking this predictable, immense resource at an industrial scale could contribute to a more diverse and resilient energy grid. This is relevant to $Hewlett Packard Enterprise(HPE)$ ,