$Alphabet(GOOG)$ OpenAI buying Google chips. Opens at 326, runs to 334 with earnings tomorrow, then soars into the 360s on a strong Q3.

$Microsoft(MSFT)$ $Alphabet(GOOG)$  $APPLIED DIGITAL CORP(APLD)$ Elon spent Sunday night talking about guppies. The whales report soon. Microsoft buys capacity from a good chunk of the neoclouds he was warning about, Nebius and IREN included, and Google backstops billions of Fluidstack's lease obligations at Cipher and TeraWulf. What those two say about capacity on their calls lands directly on the companies supplying it. Two other things come first, power and money, and this group lives on both. GE Vernova reports before the open, and it makes the gas turbines a lot of the buildout is waiting on. It ended June with 1

Some investors seem to be dumping quality hyperscalers like $Alphabet(GOOG)$  / $Alphabet(GOOGL)$  right along with struggling neoclouds such as CRWV. The hyperscalers have moats that are hard to challenge, while the weaker neocloud providers look more likely to end up getting acquired at fire-sale valuations by the bigger players in the industry.

$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ Anthropic's IPO filing has chips bouncing, Meta is raising tens of billions for AI, and Tesla is ripping higher on an upgrade plus SpaceX chatter. After last week's CapEx scare, the market suddenly seems willing to buy the AI story again. Sustainable, or just short covering?

$HYPERSCALE DATA INC(GPUS)$ I still remember all the naysayers back in 2022 while I kept adding to my Meta position multiple times. $Meta Platforms, Inc.(META)$ 

$Kandal M Venture Limited(FMFC)$ This reminds me of those legendary battles against shorts back in 2021. Remember the runs on $Tesla Motors(TSLA)$  $NVIDIA(NVDA)$  $SoFi Technologies Inc.(SOFI)$  $Meta Platforms, Inc.(META)$ ? FMFC has shorts trapped below, squeezing up on a 250k share float. Super undervalued, and I'm happy FMFC is now getting the recognition it deserves. Hope the bulls do well here - trending up now.

$Alphabet(GOOG)$ NOV20 325C, still actionable. Zone: $315.06 to $319.50 Invalidation: close under $310 Objectives: $336, then $355 Up 5.9% to the first objective and 11.9% to the second, against 2.3% risk on the invalidation. That works out to better than 5 to 1 to the second target. Alphabet sold off for a week and then quietly stopped falling on Friday. It slipped from $336.40 on Tuesday to $317.28 on Friday, but Friday held above its low at $316.99 and closed with real volume behind it. That pause is the heart of this swing. A walk back toward $336 comes first, then $355 if buyers keep showing up. A close under $310 would say the pause was only a pause. P.S. Alphabet reports after the close on October 28, so that date is worth watching for

$Meta Platforms, Inc.(META)$ Wall Street is manufacturing a crisis here. They're seeing problems where there are none, just to manipulate stocks. That kind of manipulation can work in your favor if you wanted the dip, and you got it. This is a $1000 stock.

Sentiment check heading into the next round of earnings. $Tesla Motors(TSLA)$  and $Meta Platforms, Inc.(META)$ , the two big megacaps everyone is watching, have both seen sentiment climb sharply. The standout for me is $Lam Research(LRCX)$ , the semi fab equipment maker, which shifted from Extremely Bearish to Extremely Bullish over the past five days. $Las Vegas Sands(LVS)$  is the only one still sitting in the Extremely Bearish zone. Pipeline name $Kinder Morgan(KMI)$  spent several days as Extremely Bullish and now sits high in the Bullish zone at 73.

$Alphabet(GOOGL)$ Support held near $330. Now the question is whether it can get back above $340 by the close. $Alphabet(GOOG)$  $Direxion Daily GOOGL Bull 2X Shares(GGLL)$ 

$Meta Platforms, Inc.(META)$  Reports earnings after the market close tomorrow, and the weekly option bets are pointing to a 650 to 738 range after the report.

$Meta Platforms, Inc.(META)$ I'm hoping Muse brings an early Christmas to Meta. I was a power user of Muse and liked it at first, but lately it has felt pretty unpredictable and nonsensical. I'll be watching DAU and MAU numbers. With election season, ad revenue could come in strong. Overall, I'm expecting a pop to $750 on Meta earnings.

$Coherent(COHR)$ Bears keep saying companies don't have the money to pay for more data centers. $SpaceX(SPCX)$  is now looking at Q4 capex of $35B-$40B. $Meta Platforms, Inc.(META)$  next.

$Alphabet(GOOG)$ I know where this is going. That's why I've been saying long-term holds. Waymo is just one part of the business. There are plenty of others turning in 2027. Let them play while I keep accumulating. Same approach as Berkshire. Google ages like fine wine.

$Alphabet(GOOG)$ 2027 to 2028 looks like the turning point. With the fleet scaling up fivefold to 20,000 vehicles, revenue is projected to surge past $10 billion. The cheaper 6th-gen Zeekr platform is expected to get Waymo to positive unit economics, meaning gross profitability per ride in its top mature markets like San Francisco and Phoenix. Then 2029 to 2030 is where hyper-growth and actual net profit come in. Analysts forecast Waymo's revenue could scale to $25 billion to $40 billion by 2030. At that stage, high-margin software licensing and international expansions are expected to drive true corporate net profitability.

$Alphabet(GOOG)$ Google Cloud is in a strong position right now. Wall Street analysts have updated their forecasts, with some major institutions projecting over 100% year-over-year revenue growth for Google Cloud in Alphabet's upcoming Q3 2026 earnings report. There are also major partnerships already sealed. And on the chip side, it's worth asking who's actually making these cloud chips, especially with TPUs gaining ground.

$Rocket Lab USA, Inc.(RKLB)$ Too stressful to watch? Just buy, hold, and forget. Time rewards the patient. I know this from being involved in the market since 1992. I bought $Alphabet(GOOG)$  post IPO at 88. This is an excellent holding.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Just spoke with Doctor Philanthropy from the Financial Arts Institute. He thinks Google could be around $435 after earnings.

$Meta Platforms, Inc.(META)$ Meta is releasing Muse Spark Open, the open-weights version of Muse Spark. The model weights are being put under a license with limited commercial restrictions, which allows many developers to use the model for free. Weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models. Meta says Muse Spark Open is an 816-billion-parameter sparse mixture-of-experts model that activates roughly 42 billion parameters per token. It brings advanced agentic capabilities to desktop computers for the first time on Apple M5 Ultra Mac Studios. Meta says the model is also available through API platforms including Baseten, Fireworks AI, Groq, Modal, Nebius, OpenRoute

$McDonald's(MCD)$ Just added more. The setup looks too good to ignore. My biggest positions right now are $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Alphabet(GOOGL)$ , then MCD.