To The Moon

$Invesco QQQ(QQQ)$ If you don't get and hold 686... no ally for you. Well, me too, because I did open up a few calls.

$Beyond Meat, Inc.(BYND)$ Burger IV made with avocado oil has a solid 4.6 out of 5 rating on Walmart, based on 688 reviews. It is currently out of stock online, but you can still check local store availability by entering a zip code. After looking up several major metro areas, roughly 6 out of 8 stores in each city showed as sold out. Demand seems pretty strong in those regions. I added more Beyond Meat today. Exciting times ahead.

Heading into earnings, Deutsche Bank's ad checks for $Meta Platforms, Inc.(META)$  came back "overwhelmingly positive." They're pointing to improving conversions, stronger advertiser ROI, and continued gains from AI ranking, retrieval, and campaign automation. That's the core business firing on all cylinders right now.

$Meta Platforms, Inc.(META)$ I'm starting to think I should've picked up more when it was under 600 earlier.

$Meta Platforms, Inc.(META)$ Seems like it gets punished for everything — off of Google, off of the lawsuit, off of immediate ROI, and even off of its own capex guidance. Double jeopardy doesn't apply here?

$Invesco QQQ(QQQ)$ After seeing $Alphabet(GOOG)$ 's commentary on the TPU ramp in its Q2'26 earnings, it's worth keeping $Celestica(CLS)$ 's involvement in mind. Rob Mionis, CEO (1/29/26): "proud of our decade-long partnership with Google... Celestica remains closely aligned with Google on the development of complex data center hardware and systems. As a preferred manufacturing partner for Google's Tensor Processing Unit... Celestica is committed to making long-term investments in both capacity and capabilities.... These investments are designed to support the scaling of production for current and future generations of Google's custom silicon TPU sys

$IBM(IBM)$ It's pretty wild to see some of these speculative, overhyped companies trading at 50x P/E, while the clear market leader in quantum computing is sitting at just 18x. The valuation gap is hard to ignore. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Watching for a breakout on META. If it can decisively take back and hold the $690–$700 area, I think the path to new highs could open up fairly quickly. Until that happens, it's a waiting game. This is the level where the bulls need to show they're in control—a clean move above it could really shift the whole setup.

$Meta Platforms, Inc.(META)$ Looking at IREN's reported upfront payment of 45% for its AI capacity, it raises a question. Who is willing to prepay that much? If the customers are AI developers or enterprises rather than the traditional hyperscalers, it would challenge the most bearish views on the Neocloud narrative. For context on upfront payments in the sector: - IREN: 45% from AI developers (customer undisclosed) - NBIS: 40% from META These large upfront commitments seem to signal strong demand and confidence in long-term AI infrastructure capacity. The Neocloud story appears to be moving from speculation toward execution.

$Reddit(RDDT)$ Looks like algos are loading up on cheap shares ahead of big tech earnings. If Google rallies, it could lift other ad-based names like Meta and Reddit. Near term, I'm looking at the 200 level.