To The Moon

$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ 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.

$Meta Platforms, Inc.(META)$ The stock has moved more than $100 in under 30 days, finishing higher in 7 of the last 10 sessions. Being down only $5 from here feels fine to me. That said, it is a bit curious that JP Morgan waited for these moves and the news to play out before upgrading and raising the price target. Hopefully the gains can hold from here rather than giving it all back.

$Meta Platforms, Inc.(META)$ I'm seeing nonstop buying from institutions and relentless upgrades.

$Adobe(ADBE)$ "The news follows the stock price, not the other way around." If you follow this ticker closely and watch the numbers keep trending up and to the right, you know it's only a matter of time. The same thing happened to $Meta Platforms, Inc.(META)$  in 22' and $Alphabet(GOOGL)$  in 25'. Know what you own.