To The Moon

$Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$  $Microsoft(MSFT)$ No point complaining about it. They're rotating out of the hyperscalers and piling back into semis again. Just wait until the money rotates back into the hyperscalers.

$Meta Platforms, Inc.(META)$  There's likely a buying opportunity somewhere in this. But does it open the door to endless lawsuits over internet content and addictive products? The case against Meta has merit because internal documents show they knowingly designed features like infinite scroll and variable reward loops to hook young users, even while knowing these mechanisms cause mental harm, body image issues, and compulsive use. Addictive design was built to keep kids online for long stretches. Company studies showed apps like Instagram harmed teen mental health, yet Meta kept those features active to boost ad revenue despite the risks. The broader internet problem goes well beyond Meta. Dangerous trends and

$Meta Platforms, Inc.(META)$ Very bullish overall, but I would wait a bit for the price to come down more. I think there is still time.

$Meta Platforms, Inc.(META)$ QQQ and SPY are flipping red, and for some reason when the general market is bleeding, the so-called shorts are playing heroes. The market is simply red, and discount buying opportunities will occur if this continues.

$SPDR S&P 500 ETF Trust(SPY)$ It feels like we are getting close to the point where the day-traders and 0DTE crowd get shaken out, and the bigger money steps in to buy. $Meta Platforms, Inc.(META)$  $Microsoft(MSFT)$  $Salesforce.com(CRM)$  $Invesco QQQ(QQQ)$ 

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ It looks like a lot of bears are loading up on puts at these oversold levels, and at this rate, GOOGL could end up touching $360 by the end of the week.

$Alphabet(GOOG)$  Honestly, the sheer amount of mindless negativity from shorts feels extremely bullish to me. I'm looking for $400 in the mid term. The contrast is pretty simple: you can either listen to Buffett or the naysayers on this board.

$Alphabet(GOOG)$  First step in my view is a new deal with Google, then Anthropic resolving their outstanding issues ahead of the September/October offering. That makes Reddit look interesting from here.

$Alphabet(GOOG)$ AI-driven drug discovery seems to be hitting a meaningful turning point. Advanced machine learning models are being applied to decode biological patterns, predict disease drivers, and design entirely new treatments. Demis Hassabis returning to Isomorphic Lab doesn't feel like a coincidence to me.

$Meta Platforms, Inc.(META)$  The company is in a much better AI place than it was a year ago. I'm sure there are reasons the stock price doesn't reflect this — all the spending, for one — but the results are clear.