To The Moon

$Alibaba(BABA)$  It's official that BABA is getting some H200 chips. All that talk about military ties is just noise. Bullish.

$Alibaba(BABA)$  It's hard not to think about the potential if you had bought Alibaba calls earlier. The gains could have been significant.

$Alphabet(GOOG)$ I entered PDH at $361.03 and I'm looking to swing it until at least $370-$372.

$KIDZ AI INC(KIDZ)$ I could see a $5 billion buyout offer from $Meta Platforms, Inc.(META)$  coming in the not-too-distant future. It seems plausible.

$Meta Platforms, Inc.(META)$  700That's only a 19% move from the current level. The recent news certainly seems to justify that kind of move.

$Meta Platforms, Inc.(META)$  Option flow is heavy today. The bullish flow shows $47.7 million in call premium, making up 96.8% of the total premium. The put/call ratio is 0.03. There are big buyers across various expiries: the $600C 12/17/27 saw $2.9 million, a $2.8 million block on the $1010C 09/17/27, and $944K on the $590C 07/31/26.

$NuScale Power(SMR)$ The breakout potential here is looking strong. It's a tough spot for the bears. The nuclear sector could be on the verge of a major move. $PDD Holdings Inc(PDD)$  $Alibaba(BABA)$  $Nike(NKE)$  $SpaceX(SPCX)$  The setup looks very promising from where I stand.

The Waymo headlines are fueling some optimism in $Alphabet(GOOG)$ , with shares testing 351. It's been a choppy ride, but the trend is finally showing a pulse again. Watching 356 closely.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I'm interested in buying, but the valuation is too high right now. The P/E was just 19 a year ago, and now it's at 26. That doesn't really make sense. If it goes below $300, it might be worth starting to buy and average down. The company is too big, and growth is very slow. It's one of the best companies in the world, just not worth the current price given the growth.

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ The memory sector might see some action soon. For companies like Micron and SanDisk, as capital expenditure plans get cut, a major trade could be about to start.