To The Moon

$Tesla Motors(TSLA)$ Looking at where we were last year at this time and where we are now, it feels like almost exactly the same setup is about to happen again.

There are a few stocks that could see significant moves if the market reprices them. Some names are trading far below their potential upside targets: - $Meta Platforms, Inc.(META)$ : potential valuation around $1,500, currently near $656. - $Amazon.com(AMZN)$ : potential target around $500, currently near $247. - $Advanced Micro Devices(AMD)$ : potential target around $2,000, currently near $534. - $Zeta Global Holdings Corp.(ZETA)$ : potential target around $220, currently near $21. - $ServiceNow(NOW)$ : potential target around $400, currently near $111.

$Tesla Motors(TSLA)$  This stock looks like it's due for a squeeze. There are just too many bashers around it.

One more key name to keep an eye on this week. $Meta Platforms, Inc.(META)$  has been holding up well, repeatedly defending support in the mid-$500s and now pushing through a downtrend line on the chart. A major gap area has formed on the daily timeframe, with a key level to watch around $678. A clear reclaim above that zone could signal renewed momentum and open the door for another move higher. The setup seems straightforward: support is holding, the trend is improving, and bulls are trying to regain control. The question now is whether $Meta Platforms, Inc.(META)$  can confirm the breakout or if it needs more consolidation first.

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.

$Meta Platforms, Inc.(META)$  Looks like there were quite a few stop losses just under 600. I added to my position.

$Tesla Motors(TSLA)$  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.