To The Moon

$Meta Platforms, Inc.(META)$  Llama 3.1 405B beats GPT-4 on coding benchmarks. Open source is winning the AI race.

$Alphabet(GOOG)$ Long term, the approach is just to keep buying slowly. Once the enormous CAPEX spending slows down, this should reverse and start printing money. Until then, it will likely keep falling. Buffett's position is somewhere around $294, and I expect it to settle around that area. Berkshire will probably be buying heavily at prices below their current average.

$Meta Platforms, Inc.(META)$  The headline suggesting Meta could be on the hook for $1.4 trillion is absurd, and it seems to be a big part of why the stock is getting pushed down right now. That's a worst-case scenario with maybe a 1% chance, yet the market is acting like it's a done deal. A $200 billion fine feels far more plausible. The trial itself doesn't make much sense either. If Meta loses, every platform would have to change how it operates. Autoscroll being compared to watching TV, and likes being called addictive... this whole trial comes across as a bluff.

$Alphabet(GOOG)$  Bull cross on the hourly chart here, 18dma moving above the 50dma while comparing Google to SPY performance. First time this has happened in a couple of weeks. Looks like it tried to completely fill the gap from 333 before. Strong bounce during a period when the overall market was slightly down.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Soon people will be saying, "Forgive me Sundar, I was not aware of your game."

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ After chasing everything else and getting worn out, it feels like Google is the one place that still offers some comfort. It's a steady name to come back to when the rest of the market feels exhausting.

$Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Alphabet(GOOG)$  $Microsoft(MSFT)$ 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.