The overall sentiment seems to be changing. SemiAnalysis aligns with the view that $Meta Platforms, Inc.(META)$ might have the most compute capacity among the leading AI labs this year. If that's accurate, the gap with OpenAI or Anthropic could start narrowing more quickly than the market currently expects.
$Meta Platforms, Inc.(META)$ I checked my META position recently and saw it had returned to my cost basis. Decided to step away for a bit. Came back later and saw the upside percentage—almost needed a second look. That's a nice move.
$Meta Platforms, Inc.(META)$ Zuckerberg's move today was a pretty clever marketing play. Releasing a new AI model right after Elon launched Grok 4.5 makes Grok look like a toy in comparison. Announcing it on X for the first time in years, while Elon takes subtle shots at Threads, just secured infinite free marketing for the new model on that platform.
$TransAlta(TAC)$ If TransAlta can break above its 2024 high, things could get interesting. It's not the direct partner with $Meta Platforms, Inc.(META)$ in this deal, but the power demand story here is exactly what the chart seems to be looking for.
$Tesla Motors(TSLA)$ I still see strong upside in the near term. The recent session wasn't the move I was looking for, but my outlook hasn't changed. As long as key levels hold, I'm still watching for a breakout. We'll see if buyers step back in.
$Tesla Motors(TSLA)$ It seems like there are quite a few bears around lately, and they can get pretty aggressive, as if their entire world depends on Tesla's stock price. I think the bulls are going to take over soon. It feels inevitable.