$Strategy(MSTR)$ Overnight holdings are 50% MSTR, 10% TNMG, and 40% AIXI. There could be some squeeze potential on both stocks this week. The price target for MSTR is $200, and for TNL it's $10.

$Amazon.com(AMZN)$ I might be a repeat buyer before the next earnings, and they're raising $10B through a Canadian bond sale instead of an equity offering, so the stock isn't getting punished the way $Meta Platforms, Inc.(META)$  did. Looking for a mean revision here against the standard deviation. $256 is on the table, but we need to see $240 hold. All the MAG7 are selling off today, so I'm not too worried about AMZN specifically at this time.

$Meta Platforms, Inc.(META)$ Meta is getting into prediction markets for their 4 billion users. Honestly, never bet against Zuck.

I don't need six cups of coffee to stay bullish. Just added 25% more to my $Meta Platforms, Inc.(META)$  position at $557. For a company still generating strong cash flow, dominating digital ads, and pushing hard into AI, a forward P/E below 18x looks surprisingly reasonable. The market keeps treating META like a mature tech name while the business keeps finding new growth engines. Not saying it goes straight up, but I'm comfortable adding here and letting the thesis play out. Long-term view, long-term patience.

$SUPER MICRO COMPUTER INC(SMCI)$ Earnings numbers are staggering. Estimates were 11 billion, actual came in at 39 billion. What's next, 50 billion? Business is absolutely booming. I'm adding some shares.

$Tesla Motors(TSLA)$ Breaking news, Musk just bought the name Stratton Oakmont, everyone’s telling him it’s worthless. And he’s promising to bring back Boiler Room 2 and the entire movie series for SpaceX too!

$Meta Platforms, Inc.(META)$  has exceptional FCF which is funding its AI capex, unlike other businesses that don't have FCF growth. Just relax. If you leave, you might not know when to get back and could miss a big jump.

$Meta Platforms, Inc.(META)$ Smart money moves based on risk-adjusted metrics, not FOMO. That's why I added 1,000 shares of AMZN in the $230s last week, even though I missed my ideal entry at $226. The margin of safety here is far greater than with META. If you're chasing Meta at these levels thinking it has the same safety profile, you might be mispricing the risk.

A few stocks I'm looking at while the market feels a bit panicky. $Amazon.com(AMZN)$  around $230 — I see a potential path to $350+ by 2028. $Meta Platforms, Inc.(META)$  at about $570 — Could reach $1,000+ by 2028. $SoFi Technologies Inc.(SOFI)$  near $15.5 — Also targeting $30+ by 2028. The reason I'm being somewhat aggressive is that these aren't just tickers; they're leaders with runway and catalysts. Buying during fear can set up for riding the growth later. Patience is good, but conviction is what really holds a position.

$Tesla Motors(TSLA)$ European markets are up more than 5 percent. Another tough one for the shorts. Just saying.