To The Moon

$Meta Platforms, Inc.(META)$ I've been an IPO holder for a long time. It finally looks like this might pay off.

$Meta Platforms, Inc.(META)$  The market is in recovery mode right now. I think it could bounce strongly from here.

Bullseye CEO Showdown: Matt Murphy ($Marvell Technology(MRVL)$ ) vs. Hock Tan ($Broadcom(AVGO)$ ) A matchup between the old guard and the new guard in semiconductors. Matt Murphy ($Marvell Technology(MRVL)$ ) represents the new guard. After 20+ years rising through Maxim Integrated, he took over Marvell in 2016 at age 44 when the company was in turmoil. He executed a turnaround, moving away from legacy consumer and storage lines to pivot entirely into data center infrastructure, high-speed optical interconnects, and custom AI silicon. Through acquisitions like Cavium ($6B) and Inphi ($10B), he built Marvell into a key hyperscaler partner powering o

$ERock, Inc.(EROC)$ EROC is shaping up to be a serious competitor to Bloom Energy in supplying natural gas power to AI data centers. It wouldn't surprise me at all if it reaches $30 soon.

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$  Meta Muse and PayPal working together directly on autonomous AI shopping seems pretty likely, since the two companies already went deep on social commerce integration earlier this year. That said, when Meta Muse officially launched in September 2026, Stripe was brought in as the primary exclusive launch partner for native agentic checkout. There are a couple of reasons deeper integration feels probable. Back in April 2026, Meta and PayPal expanded their partnership to allow one-tap shopping directly inside Facebook and Instagram feeds. The technical infrastructure connecting PayPal's wallet to Meta's ecosystem is already

$Snap Inc(SNAP)$ After watching the Specs event, I'm extremely bullish. The glasses look far more advanced than anything $Meta Platforms, Inc.(META)$  has released.

$Meta Platforms, Inc.(META)$  TP HIT. $5.70 to $8.95, up 57% on the 675C 9/16. $Meta Platforms, Inc.(META)$  TP HIT. $4.60 to $6.85, up 49% on the 690C. Two clean wins on META.

Meta has launched Meta One, a new subscription service that expands AI access and adds features across Instagram, Facebook, WhatsApp and Meta AI. The company says it has already reached 15 million subscriptions and trials. More than 50 features are included, while the core experience across Meta's apps and Meta AI will remain free. Meta One offers individual and bundled plans for consumers, creators and businesses. Individual plans start at $2.99 per month, consumer bundles at $7.99, and creator and business bundles at $14.99. The Core and Premium bundles combine existing subscription features with expanded AI capabilities, including media generation through Meta AI, image creation and editing, Muse-powered video generation and in-app tools like Instagram's Restyle. More than half of early

$Meta Platforms, Inc.(META)$  No one is actually slowing down on AI. If Anthropic and OpenAI really are pulling back, that only benefits META and SPCE since both are going all in on AI.

$Meta Platforms, Inc.(META)$ Do your own work and thinking, but per the latest Q update as of June 30 META had invested some $8B in Anthropic, which represented some 21% ownership. On that, their unrealized gain recognized to date was roughly $200B, but that was premised on a valuation of only $1 trillion. Current calendar and pricing talk is that they are scheduling the road show as soon as later this month, with a cover price of $2 trillion. If that is correct, META will have another $200B of unrealized investment gain to recognize in the Sep Q. The uncertainty as I write is how soon the incremental $6B META is supposedly putting into Anthropic, and if that is all equity, the gain will be bigger than noted above, some $150B bigger. I look f