To The Moon

$Meta Platforms, Inc.(META)$  It's been hitting harder since October, even with a large amount of spending, but there's also a large amount of revenue. At this point, I believe it's more political. If $1,000 doesn't hold on its own, the gain would be something else entirely.

$Meta Platforms, Inc.(META)$ Wall Street's consensus seems to be overweight on META, with a price target of 1150.

$Meta Platforms, Inc.(META)$  I probably wasn't very smart thinking Meta would hold up through the selling wave, but there's no denying this thing is a cash cow. If the market buys into the idea of them "leasing" out their AI and computing power, I can see it running back to 650 plus after earnings. For now, 600 looks like the floor until earnings, and then it really just depends on how the story is received.

$SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$  Program operating extremely well unsupervised.

$Alphabet(GOOGL)$ Google's upcoming earnings could set the tone for the whole Big Tech group. If their CapEx comes in higher than the expected $190 billion, say in the $200–220 billion range, that could be a positive for semis. The question then becomes whether other hyperscalers like $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Amazon.com(AMZN)$  will need to follow with higher spending too. Cloud growth is another major area to watch. If Google shows another acceleration in Cloud revenue, it would make a higher CapEx figure easier for the market to accept. Remaining Performance Obligatio

$Meta Platforms, Inc.(META)$ I think it's fairly clear this could be trading around $800 in a couple of weeks. It feels more like the usual market maker activity is trying to push sentiment toward puts.

$Tesla Motors(TSLA)$ 400According to recent reports, Tesla is planning a 20% production ramp at Giga Berlin, aiming for roughly 7,500 Model Ys per week. This is reportedly in response to recovering European demand. The increase would likely improve factory utilization and could reduce Tesla's reliance on exporting vehicles from China to supply the European market.

It looks like the worst potential worries are now priced in for ORCL. The stock doesn't seem to be reflecting any revenue from OpenAI deals, any potential earnings beats next month, or any future reduction in Capex spending, which is what the market really wants. We've seen this play out before with META. The market punished the stock after its high Capex announcement, only for it to recover months later when they scaled back those spending plans. I think $Oracle(ORCL)$ 's co-CEOs might follow a similar path and announce a reduction in Capex spending. Given how much the stock has been sold off, there's a chance it could climb back toward the $200 level.

$Oracle(ORCL)$ This reminds me of $Meta Platforms, Inc.(META)$  when it dropped from 380 to 94. Look where it is now, around 600. It's about time in the market.

$Meta Platforms, Inc.(META)$ This looks like one of the strongest mega-cap charts in the market right now. The Matrix Bull Trigger is fresh, and the bull trend is confirmed. It has broken a multi-month downtrend, and the Matrix Targets point significantly higher. Often, the best trends start when most are still focused on the past.