$Amazon.com(AMZN)$ I might be a repeat buyer before the next earnings, and they're raising $10B through a Canadian bond sale instead of an equity offering, so the stock isn't getting punished the way $Meta Platforms, Inc.(META)$  did. Looking for a mean revision here against the standard deviation. $256 is on the table, but we need to see $240 hold. All the MAG7 are selling off today, so I'm not too worried about AMZN specifically at this time.

$Tesla Motors(TSLA)$ I'm holding 9,850 shares at 305 and just picked up 350K worth of 300 calls for September. The company looks dirt cheap right now.

$Gevo(GEVO)$ It's interesting to consider the potential if shareholders from companies like $FuelCell(FCEL)$ , $Plug Power(PLUG)$ , and $Tesla Motors(TSLA)$  were to align their focus on Gevo. The company has a few notable points: institutional ownership is around -50%, it's likely to be profitable in the next earnings report, the 45Z tax credit is imminent, the broader energy sector is performing well, the total addressable market is in the hundreds of billions, EBITDA estimates have doubled, plant financing is close, and it's a leader in the Sustainable Aviation Fuel industry.

$Meta Platforms, Inc.(META)$ Meta is getting into prediction markets for their 4 billion users. Honestly, never bet against Zuck.

$Meta Platforms, Inc.(META)$ Looking at the 6-month chart, META has recovered quickly all four times it dipped to these levels. I think we could see it above $600 within the next couple of weeks or less.

I don't need six cups of coffee to stay bullish. Just added 25% more to my $Meta Platforms, Inc.(META)$  position at $557. For a company still generating strong cash flow, dominating digital ads, and pushing hard into AI, a forward P/E below 18x looks surprisingly reasonable. The market keeps treating META like a mature tech name while the business keeps finding new growth engines. Not saying it goes straight up, but I'm comfortable adding here and letting the thesis play out. Long-term view, long-term patience.

$SUPER MICRO COMPUTER INC(SMCI)$ Earnings numbers are staggering. Estimates were 11 billion, actual came in at 39 billion. What's next, 50 billion? Business is absolutely booming. I'm adding some shares.

$Tesla Motors(TSLA)$ Breaking news, Musk just bought the name Stratton Oakmont, everyone’s telling him it’s worthless. And he’s promising to bring back Boiler Room 2 and the entire movie series for SpaceX too!

Here are my end-of-2026 price targets: $NEBIUS(NBIS)$  at $400, $Reddit(RDDT)$  at $400, $Micron Technology(MU)$  at $1,500, $Meta Platforms, Inc.(META)$  at $1,000, and $Nokia Oyj(NOK)$  at $25. These are based on a long-term view of AI infrastructure, cloud, digital advertising, satellite communications, memory, and telecom—not short-term market noise. Will every target be hit? Probably not. But if AI investment, compute demand, and enterprise adoption keep accelerating, I think these names have meaningful upside over the next few years. Markets rarely mo