$Meta Platforms, Inc.(META)$ The stock tested its 200-day moving average today. It could test that level again soon. A sustained move above that average would be a positive signal.
$Meta Platforms, Inc.(META)$ Meta is making another move to strengthen its AI ecosystem. It's reportedly preparing to release Muse, its first in-house AI image generation model, and is working to replace third-party image models with its own proprietary tech. This seems to be part of a broader industry trend where major tech companies are trying to build more of their own AI stack. The goal is likely to improve control, reduce dependency, and create more efficient systems at scale. Meta's advantage has always been its massive user base and distribution. The key question going forward is how effectively it can turn these AI investments into real products and revenue growth. From where I stand, when the next bull
$Palantir Technologies Inc.(PLTR)$ It's interesting to see a combination like OpenAI, Athena, Snowflake, and Palantir being implemented within a company with a market cap around $5 billion, like Zeta Global. The market tends to focus on the largest AI players, but sometimes the real opportunities emerge when smaller companies become integrated into the same ecosystem. The convergence of AI infrastructure, data, and automation is happening quickly. Companies positioned at the intersection of this buildout could potentially surprise some observers.
$Meta Platforms, Inc.(META)$ The daily volume is still under 10 million, while the average is around 18 million. If you watch closely, you might see a big move before the close as shorts potentially cover.
$Meta Platforms, Inc.(META)$ If the price stays below $650 heading into earnings, I'd probably lean towards expecting a gap up on the release from dip buying.
$Palantir Technologies Inc.(PLTR)$ If this gets back above $200, I think a lot of people will regret not buying when it dipped. The market basically offered it at $106, but some decided it was still too expensive. That's something to keep in mind.
I think $Zeta Global Holdings Corp.(ZETA)$ could be on the cusp of a surprisingly strong quarter. It reminds me a bit of when $Palantir Technologies Inc.(PLTR)$ was gaining attention, trading around the low $20s with roughly 30% revenue growth. Back then, many dismissed it as just a government-focused consulting story. The market eventually recognized a deeper layer: AI struggles in production without clean, connected data. That's when Palantir shifted from being a narrative stock to becoming an infrastructure layer. Its growth accelerated, commercial adoption widened, margins improved, and the market completely re-evaluated the business. From where I stand,