To The Moon

$Meta Platforms, Inc.(META)$ 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.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Wow, the AMD–Anthropic deal is reportedly expected to be larger than the OpenAI and Meta deals. That's a very positive development for AMD.

I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$  and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.

$Infleqtion(INFQ)$ The Congressional testimony today is a significant development, and here's why it stands out. First, it involves major government agencies like DARPA, DOE, NASA, and the Department of Defense. Historically, this kind of government visibility has often preceded major contracts, similar to what happened with PLTR. Instead of inviting academic institutions like MIT, NIST, or USGS to testify, Congress specifically invited the CEO of a public company, Infleqtion. The language of the discussion is also noteworthy. It's not just about studying quantum sensing; the focus is on deployment, usage, and surveying, with the goal of integrating data into USGS databases. This ties into a broader strategic context. China currently dominate