BruceBryant
BruceBryant
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$Palantir Technologies Inc.(PLTR)$ Some of these comments are really puzzling, from both the bears and the bulls. It still surprises me how many people seem to have no clue at all.
$Meta Platforms, Inc.(META)$ 777 at the bell. The bears have to be sweating knowing it was just coiling, not cooling, all day.
$Meta Platforms, Inc.(META)$  is on fire, up 2.7% today and 5.3% over five days. The Muse Wonder AI launch and that $930 target are driving the action. Big money is pouring into short-dated call sweeps, with 88% of today's roughly $23M options premium on InsiderFinance sitting in the 760 to 800 strikes. Aggressive call buyers are pushing this momentum. Repeated sweeps on the 10/14 and 10/16 calls suggest they are betting on more upside. IV is in the mid 40s to mid 50s, so expect some wild swings into expiry. Long-term, $Meta Platforms, Inc.(META)$  has seen over $119M in options premium over five sessions, with institutions loading up on Jan 27 calls.
avatarBruceBryant
10-13 04:43
$Meta Platforms, Inc.(META)$ $Direxion Daily META Bull 2X ETF(METU)$ MUSE Wonder is the best model out there, period. Better than OpenAI and better than Anthropic. The benchmarks speak for themselves.
avatarBruceBryant
10-13 04:35
$Meta Platforms, Inc.(META)$ I use MUSE for everything. It's the best frontier model AI agent out there, period. META has won the AI wars. I'm just buying it here and holding long term. Zuckerberg did a great job with this product.
avatarBruceBryant
10-13 03:40
$Palantir Technologies Inc.(PLTR)$ PLTR has a big head start over most AI companies, and it's led by an ambitious, smart leader.
avatarBruceBryant
10-12 22:49
$Meta Platforms, Inc.(META)$  Nothing is stopping this. $GraniteShares 2x Long META Daily ETF(FBL)$  $Direxion Daily META Bull 2X ETF(METU)$  $800 is destiny. A split at some point. $1000 sooner than you think.
avatarBruceBryant
10-12 21:44
$NEBIUS(NBIS)$ NBIS is the biggest neocloud partner for META. With Muse becoming as big as OpenAI, the Meta contracts coming to NBIS could be significant. I think $300+ by December is possible.
avatarBruceBryant
10-12 04:35
$Palantir Technologies Inc.(PLTR)$ 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.

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