To The Moon

$Netflix(NFLX)$  Posting a bullish comment just because it feels ridiculous at this point. Yesterday sentiment was at 80% and today it's bearish under 50%. From where I stand, the comments themselves don't seem any different. Make up your mind, Stocktwits.

$Meta Platforms, Inc.(META)$  Google can raise capex since the stock is still up 72% on a yearly basis even after this 6% drop. Meta just needs to hint at leasing out excess compute.

$Netflix(NFLX)$  I'm looking at a few names that seem undervalued to me: $ConAgra(CAG)$ , $Goodyear(GT)$ , $The Kraft Heinz Company(KHC)$ , and NFLX.

$Netflix(NFLX)$ They have 9 billion in cash sitting in the bank and 27 billion left on their share buyback program. I think Q3 is going to be a significant quarter.

I agree with that. I have another 3,000 shares of $ConAgra(CAG)$  in my IRA, and I'm holding 500 shares of $Netflix(NFLX)$  that I won't be writing calls against for a long time. It would be nice if $Netflix(NFLX)$  started paying a dividend while we wait. I don't have $Goodyear(GT)$ , but I'm in other consumer names like $Sherwin-Williams(SHW)$  and LOW. I feel like I missed $Goodyear(GT)$  since I didn't pull the trigger at $6.00.

$Meta Platforms, Inc.(META)$  For those watching $Alphabet(GOOGL)$  closely, the key thing is what the company says about its ad business. If Google reports strong Search ad numbers, accelerating YouTube growth, and continued healthy spending from retail and SMBs, that would be a positive read-through for META. The crucial factor, though, will be margins. Strong ad demand combined with AI improving performance, without a significant margin blowout, could set up a bullish scenario for META.

I'm keeping an eye on a few names in case we see another market pullback. These are the levels I'm watching for potential entries: $Ouster Inc.(OUST)$  — below $30 $Netflix(NFLX)$  — below $55 $Amazon.com(AMZN)$  — below $220 $Meta Platforms, Inc.(META)$  — below $600 $NVIDIA(NVDA)$  — below $170 From where I stand, a pullback can sometimes create opportunities in companies with solid long-term themes. Having a watchlist ready before volatility picks up is often useful. Companies with quality fundamentals at discounted prices can present interesting risk

$Meta Platforms, Inc.(META)$ I've been watching NovaRed move higher, and it seems to have several catalysts rather than depending on just one thing. That kind of optionality makes me feel more at ease with building a position over time.

$NEBIUS(NBIS)$ At this point, someone is clearly on the wrong side of this trade with META. It could be me, but I see zero hard evidence to support a short position. They have a new contract, capex is expanding, no data center plans in New York but tons of global data center plans. Unless someone has inside news, I see no reason for the pessimism.

$Meta Platforms, Inc.(META)$ Meta seems to be going further into vertical AI integration. According to reports, the company is getting ready to launch its own in-house image generation model, called Muse. The aim is to cut down on using third-party image models across its platforms. If they execute this well, it's not just about making images. It's about bringing down inference costs, making product integration smoother, and building up Meta's long-term AI advantage. While a lot of the market is focused on AI assistants, I'm more interested in the infrastructure that supports them. For me, Meta continues to look like it's ticking a lot of the right boxes.