$Meta Platforms, Inc.(META)$  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.

$SPDR S&P 500 ETF Trust(SPY)$ 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.

$Meta Platforms, Inc.(META)$  The stock looks undervalued here for sure. Still growing and posting solid numbers. They're putting money into the right kind of infrastructure for AI, not that metaverse nonsense. Hard to argue with that.

$Alphabet(GOOG)$  I got in back in August 2024 and it looks like I got lucky with the timing. My investment has at least doubled since then. I'm in this for the long term and honestly, I'm just hoping for dividends at this point.

The fastest path to long-term wealth starts by accumulating great companies when the market gives you a discount. $AST SpaceMobile, Inc.(ASTS)$  is a $200 stock trading at $68 $ServiceNow(NOW)$  is a $300 stock trading at $119 $Hims & Hers Health Inc.(HIMS)$  is a $100 stock trading at $29 $Celsius Holdings, Inc.(CELH)$  is a $120 stock trading at $24 $Meta Platforms, Inc.(META)$  is a $1,000 stock trading at $588 Great businesses at attractive prices are where patience can pay off. Looking to focus on the names setting up in good groups.

Meta seems to be pushing AI coding tools into a new phase with the Muse Code beta, powered by Muse Spark 1.2. It's designed to run multiple coding agents on the same project while reducing conflicts between workflows. The interesting part isn't just the model performance though. The real advantage may come from the software layer, the user experience, and how well AI gets integrated into actual products. The AI race is shifting. The winners may not just be the companies building the biggest models, but the ones turning AI into tools people use every day. $Meta Platforms, Inc.(META)$  is worth watching.