To The Moon

$Broadcom(AVGO)$ AVGO doesn't seem to be trading like AMD at all. It should be at 400+ levels by now, and the setup looks like it's gearing up to attack 400 this week. If META and AMD can jump 20%, AVGO is lagging. I loaded cheap October calls.

$Palantir Technologies Inc.(PLTR)$ In about 40 days from now, Palantir will show more than $10B in cash on their balance sheet. And by end of 2028, Palantir projects to have $15B to $18B in free cash flow from there on. Meaning up to $30B potential just in cash/assets alone on their balance sheet. So, it is printing a lot of money. Then the bears can deal with that when they want to bring up "valuation" again. Let that sink in.

$SPDR S&P 500 ETF Trust(SPY)$ We are in a generation where a lot of people don't want to own assets anymore, they just want to gamble. I try not to make that mistake. I own assets and ignore the doomers. AI will carry this market higher. Trust the process and buy the dips on $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  AMZN.

This is pretty insane. $Meta Platforms, Inc.(META)$  is up another 4%, and the move since the Muse AI release on 9/8 now stands at 26%. It is also up 47% since July 30th and 19% YTD.

JPM has reiterated an Overweight rating on $Meta Platforms, Inc.(META)$  with a price target of $820. The call points to the new Muse AI agent as potentially the most widely used consumer AI app since OpenAI's ChatGPT, citing its user-friendly interface, generous free tier, and Meta's distribution advantage across social platforms with billions of daily users. Sensor data shows Muse, launched on Sept. 8, hit about 2.5M downloads through Sept. 19, with roughly 557K DAUs. On $Apple(AAPL)$  iOS alone, its first 12 days produced 1.43M downloads, slightly ahead of ChatGPT's 1.37M over the same post-launch window.

$Meta Platforms, Inc.(META)$  The lightweight VR glasses have been a long time coming. Can't wait to try them, especially with the option to watch Ulysses in IMAX on them. $Alphabet(GOOGL)$ 

$CRITICAL METALS CORPORATION(CRML)$ I remember holding $Palantir Technologies Inc.(PLTR)$  around 20, and whenever it dipped a bit, people on the board would start lamenting. "So disappointing," and so on. The sheep will be who the sheep will be.

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$ Made $80 on Muse AI. The PayPal partnership should have pushed PayPal up at least 10-15%.

After climbing around 35% in the last month, all of $Meta Platforms, Inc.(META)$ 's upside has been realized according to the average analyst price target. Is Meta now fairly valued trading at 23x earnings?

$Microsoft(MSFT)$ Cantor Fitzgerald raised their price target on Microsoft to over $600.00. $Advanced Micro Devices(AMD)$  $Meta Platforms, Inc.(META)$  $Marvell Technology(MRVL)$  $NVIDIA(NVDA)$