To The Moon

$Meta Platforms, Inc.(META)$ Mark Shmulik at Bernstein issued a rating reiteration on Meta Platforms rather than a brand-new comprehensive research report. He reiterated a Buy / Outperform rating with an $800 price target. Shmulik had previously cut the target from $850 to $800 after Meta's earnings release. The core view is that market reactions to Meta's aggressive AI capital expenditure are overly cautious. Bernstein sees the generative AI investments and Advantage+ ad automation as necessary drivers for long-term ad revenue efficiency and new business opportunities beyond social feeds. Despite short-term margin compression from rising infrastructure spending and earnings pressure, Meta's 3.5+ billion active user base and ad targeting capa

Being bearish here doesn't make much sense. The government isn't going to let one of the easiest population monitoring tools in the world fail. $Meta Platforms, Inc.(META)$  will always get a pass no matter what.

$Alphabet(GOOG)$ Gemini AI sees ALMU as having superior tech compared to the startup Celestial AI, which Marvel bought for over $5 billion with $3.2 billion upfront. ALMU's cutting-edge semiconductor is best in class, and its fabless platform lets companies like Tower Semiconductor manufacture at scale.

$Alphabet(GOOG)$ YouTube is offering creators millions not to work with NFLX. This is the first genuinely bullish thing for Netflix in a while. I'm staying long for a trade.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Gemini 3.7 Flash looks pretty solid. A good and fast model should drive higher usage, which means more token consumption, and that points to stronger Cloud revenue ahead.

$Meta Platforms, Inc.(META)$ The weekly chart is reaching some interesting levels. $Direxion Daily META Bull 2X ETF(METU)$  calls could shape up into a solid swing setup fairly soon.

$Meta Platforms, Inc.(META)$ 1.4TThe lawsuit looks like pure noise to me. The $1.4T figure is just a legal maximum, while actual settlements tend to land in the $3B–$5B range. With $50B+ in annual free cash flow, that's easily absorbed. If it settles, removing that uncertainty could be a catalyst for a rally.

$Meta Platforms, Inc.(META)$ RKLB needs a SpaceX-type run this week. It's ridiculously undervalued. Hoping management releases some good news.

$Alphabet(GOOG)$  Think we've seen the bottom for now. Plenty of bullish articles and price targets, the new model, Berkshire, and so on. I'm diving back in.

$GameStop(GME)$ For those watching CAR, it's worth looking into ASAN. It's heavily shorted, founded by a META co-founder, so a squeeze to $100 seems possible.