To The Moon

$Bloom Energy Corp(BE)$ If you like Bloom, $ERock, Inc.(EROC)$  is worth a look. Same type of company, and growth is picking up fast. They currently have a $1.7 billion backlog with customers like $Microsoft(MSFT)$ , $Meta Platforms, Inc.(META)$ , and ANTHZZX.P. The CEO has already stated they will do $435-$465 million this year and over 1 billion next year. Earnings are on November 12 BMO, and they are expected to announce over 100% jump in revenue in the third quarter, beating the whole first half. They have over $680 million in cash and zero debt, plus a $200 million line of credit not even tapped. T

$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ Meta is raising up to $95B in equity to fund AI infrastructure. Even Nvidia, AMD and Broadcom are interested in buying some of the shares. The CapEx arms race is now being financed with more stock issuance. Does this change how you look at the whole AI spend cycle?

$Meta Platforms, Inc.(META)$  It makes sense that they would raise capital after introducing voteless shares. But showing investors some good signs would help, like at least cutting metaverse spending or pausing development there. Nobody would complain about that being paused. Use that money for the AI buildout instead.

$Meta Platforms, Inc.(META)$ What a fake breakdown. If we start trending back into the 640s, this could push a lot higher.

$Meta Platforms, Inc.(META)$ Come on, save us from this crappy month. They've beaten earnings 14 out of 20 times in the last 5 years.

So $Meta Platforms, Inc.(META)$  is set to announce huge capex soon. $SpaceX(SPCX)$  just did, and the stock went up. What comes next after that? MUSE looks pretty slick.

$Meta Platforms, Inc.(META)$  is at extreme areas looking for a turn higher toward the $740 area before correcting the cycle from July 2026.

When are $Tesla Motors(TSLA)$  and $SpaceX(SPCX)$  merging? The new flying roadster is only adding to my speculation. Also, when is Elon launching his new cell service? Will this weigh on the stock with even more debt, or could it turn out well?

$Tesla Motors(TSLA)$  Dang. Roadster 500k deposits are cooking!

$Meta Platforms, Inc.(META)$  Meta and Apple working together to run Meta's open-weight AI model, Muse Spark Open, locally on Apple Mac computers has given positive sentiment around Meta Platforms Inc. (META) a lift, with the stock trading near $739.72 and showing an upward edge. The partnership validates Meta's open-weight AI roadmap, positioning its models as a primary American-made alternative to competitors. Optimizing the 816-billion-parameter Muse Spark Open model for Apple silicon through updated MLX software lets developers run complex coding and agentic tasks locally, bypassing cloud fees.