$Palantir Technologies Inc.(PLTR)$ Took some profits from my 5 year hold. If it drifts down into the 180s or 190s, I will buy back in since I still have a lot of shares. You can never go broke taking a profit.

$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ Snap is green while Meta is red. Snap has better product design. Who wants to use Muse? I'd rather use Spectacles with the much cooler hardware from Snap.

ERock shares jumped 10.09% Tuesday as investors focused on the company's exposure to the rapidly growing power needs of artificial-intelligence data centers. The company makes modular, natural-gas-fired power units that can provide electricity directly to AI data centers, positioning it as a potential beneficiary of the surge in AI infrastructure spending. The move highlights a broader investment theme: the enormous electricity requirements of AI computing are creating new opportunities for companies involved in power generation and data-center infrastructure. As hyperscalers and technology companies expand AI capacity, reliable and quickly deployable power has become increasingly important, particularly in regions where grid connections can take years. ERock's modular RockBlock generators

$Meta Platforms, Inc.(META)$  Meta's apps are moving 3.6 billion people through them every single day. Facebook, Instagram, WhatsApp, Messenger all working as one distribution machine. Ad revenue up 28% last quarter and still compounding. The chart has carved out a double bottom, same floor held twice. Worth watching.

$Meta Platforms, Inc.(META)$  AI investment only matters when it actually turns into products. I wasn't paying much attention before, but now I'm seeing a shift from the AI story toward measurable revenue. $Ruanyun Edai Technology Inc.(RYET)$  is on my watchlist now.

$Meta Platforms, Inc.(META)$  Pulling back in wave (4) to correct the rally from the 536 low. Support is expected to emerge near 680, while the bullish structure remains valid above 637. As long as that level holds, the pullback should be followed by another push to new highs.

$Palantir Technologies Inc.(PLTR)$ If these bears keep pushing the short-selling narrative on this company, they might end up driving it to $300 by year-end.

$Broadcom(AVGO)$ AVGO doesn't seem to be trading like AMD at all. It should be at 400+ levels by now, and the setup looks like it's gearing up to attack 400 this week. If META and AMD can jump 20%, AVGO is lagging. I loaded cheap October calls.

$Palantir Technologies Inc.(PLTR)$ In about 40 days from now, Palantir will show more than $10B in cash on their balance sheet. And by end of 2028, Palantir projects to have $15B to $18B in free cash flow from there on. Meaning up to $30B potential just in cash/assets alone on their balance sheet. So, it is printing a lot of money. Then the bears can deal with that when they want to bring up "valuation" again. Let that sink in.

$SPDR S&P 500 ETF Trust(SPY)$ We are in a generation where a lot of people don't want to own assets anymore, they just want to gamble. I try not to make that mistake. I own assets and ignore the doomers. AI will carry this market higher. Trust the process and buy the dips on $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  AMZN.

This is pretty insane. $Meta Platforms, Inc.(META)$  is up another 4%, and the move since the Muse AI release on 9/8 now stands at 26%. It is also up 47% since July 30th and 19% YTD.

JPM has reiterated an Overweight rating on $Meta Platforms, Inc.(META)$  with a price target of $820. The call points to the new Muse AI agent as potentially the most widely used consumer AI app since OpenAI's ChatGPT, citing its user-friendly interface, generous free tier, and Meta's distribution advantage across social platforms with billions of daily users. Sensor data shows Muse, launched on Sept. 8, hit about 2.5M downloads through Sept. 19, with roughly 557K DAUs. On $Apple(AAPL)$  iOS alone, its first 12 days produced 1.43M downloads, slightly ahead of ChatGPT's 1.37M over the same post-launch window.

$Meta Platforms, Inc.(META)$  The lightweight VR glasses have been a long time coming. Can't wait to try them, especially with the option to watch Ulysses in IMAX on them. $Alphabet(GOOGL)$ 

$CRITICAL METALS CORPORATION(CRML)$ I remember holding $Palantir Technologies Inc.(PLTR)$  around 20, and whenever it dipped a bit, people on the board would start lamenting. "So disappointing," and so on. The sheep will be who the sheep will be.

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$ Made $80 on Muse AI. The PayPal partnership should have pushed PayPal up at least 10-15%.

After climbing around 35% in the last month, all of $Meta Platforms, Inc.(META)$ 's upside has been realized according to the average analyst price target. Is Meta now fairly valued trading at 23x earnings?

$Microsoft(MSFT)$ Cantor Fitzgerald raised their price target on Microsoft to over $600.00. $Advanced Micro Devices(AMD)$  $Meta Platforms, Inc.(META)$  $Marvell Technology(MRVL)$  $NVIDIA(NVDA)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Meta Platforms, Inc.(META)$ $ARM Holdings(ARM)$ Bears are digging through every stat and pattern they can find to justify why the market should be down, rather than focusing on their puts being down 99% today.

$Meta Platforms, Inc.(META)$ I don't hold any stocks here, but the personal AI agent Muse is really solid. I use it and would happily pay $20/month for it.

$Palantir Technologies Inc.(PLTR)$ Added more PLTR at $172.33. I'm heavily positioned here and still buying. Also added more NOW and NVDA.