To The Moon

$Meta Platforms, Inc.(META)$  Added more META under 725 earlier on the dip. Kind of wish I had picked up some 2x leveraged $Direxion Daily META Bull 2X ETF(METU)$  instead, but oh well. I also have calls for this swing. Feels like the move is just getting started.

$Meta Platforms, Inc.(META)$ Trade idea: Oct 2 760C. Trigger at 744, targets at 758 and 785, stop at 735. META has rallied nearly 250 points over the past 5 weeks. I'd like to see 744 hold on a backtest before turning constructive. If META can establish a new base above that level, 800 is the next major upside target. META to 1000 is in play during Q1 2027.

$Tesla Motors(TSLA)$  IMC Logistics is adding 50 Tesla Semis to its California fleet, expanding its use of zero-emission trucks across drayage and longer-haul operations. The intermodal drayage provider will deploy a mix of Tesla Semi Standard Range and Long Range models. The Standard Range trucks will be used for drayage operations in California, while the Long Range models will serve routes between Southern California and inland destinations.

$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ The new VR glasses have convinced me to go all in on SNAP. I still can't believe how Evan just put the big boys to shame. That's world class leadership.

$Tesla Motors(TSLA)$ This looks very strong. It may cruise all the way to 386.

$Meta Platforms, Inc.(META)$  Is the guy who was saying this would hit $400 in 2026 still around? Looks to me like $700 is much closer.

$Meta Platforms, Inc.(META)$ Zuck has the most balanced take on AI. I trust him a lot more than the other two drama queens. Muse is impressive. I picked up shares at 593 a few weeks back in my retirement account.

$Meta Platforms, Inc.(META)$ Muse is a game changer. What I've been able to do with it already is kind of wild. Built out my spreadsheets, tracking P&L, and it's giving me ideas on how to improve my small business. I assume they'll eventually charge for this, right?

$Vertiv Holdings LLC(VRT)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ Talk about an overreaction. Coreweave and $Oracle(ORCL)$  are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience. Google and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power

$Meta Platforms, Inc.(META)$  is probably one of the two surest ways to outperform the market at today's valuations. That's part of why I have $Meta Platforms, Inc.(META)$  at 34% and $Amazon.com(AMZN)$  at 15% weights.