$Meta Platforms, Inc.(META)$ Pulling back to around $580 on CapEx panic honestly looks like pure opportunity to me. The fundamentals haven't shifted: - On pace to beat Google in worldwide ad revenue ($243B+) - Advantage+ engine running at a $60B+ annual pace - Consensus target: $750+ I'm adding at key support.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI put up huge numbers, but the market is acting like the AI wave has already left them behind. The scale gap is pretty clear when you put it next to CRWV and NBIS — SMCI's quarterly revenue alone was bigger than both of them combined, and that came with strong YoY growth, better margins, and a very large order pipeline. Q4 revenue hit $12.68B, up 138% YoY, non-GAAP gross margin at 17.1%, with over $60B in new orders and a record backlog. The FY27 revenue outlook is at least $72B. It feels a bit odd that there's still a debate about whether it deserves a rerating. My take is that once shorts are forced to cover and momentum picks up, the squeeze could push it toward $60. The numbers are speaking for themselv

$Palantir Technologies Inc.(PLTR)$ At this point, I really think this is the number one company to own in the world.

$Ondas Holdings Inc.(ONDS)$ With the $Palantir Technologies Inc.(PLTR)$  and $Lockheed Martin(LMT)$  partnerships in place and earnings approaching, this setup looks like it could lead to a major breakout from the current level.

$Meta Platforms, Inc.(META)$ Meta's current capex spending suggests it is setting up for stronger future growth than the market seems to recognize right now. The rollout of AI agents into the millions of small businesses already using its services could open up new revenue streams and make ad interventions on the platform more effective. With over 3 billion active daily users, the potential growth from added services and subscription revenue feels unmatched by any other company. I am watching for a breakout to the upside soon.

Meta has rolled out a beta of Muse Code, a terminal-based AI coding agent built to automate end-to-end software engineering across large repos. It runs on the updated Muse Spark 1.2 model and can plan code changes, write code, run validations, and keep persistent context throughout a session instead of starting fresh with every request. That should make it more practical for complex projects. The system relies on specialized background agents that build up context over time and auto-deploy parallel subagents for bigger tasks. Multiple features can be developed at the same time in isolated workspaces without creating code conflicts. During internal testing, Meta used Muse Code to build six game features in parallel. $Meta Platforms, Inc.(META)$ </

$Meta Platforms, Inc.(META)$ I've been watching a few names closely for potential opportunities, though I don't own any of them yet. META still stands out for AI leadership, digital advertising strength, and consistent cash flow growth. NFLX keeps improving margins and expanding monetization as the streaming leader. ORCL looks interesting with cloud infrastructure and AI demand continuing to fuel long-term growth. PLTR remains one of the stronger enterprise AI software stories with expanding commercial adoption. SHOP benefits from merchant growth and AI-powered tools in the e-commerce space. Not every great company has to be in my portfolio right now. Sometimes the best move is staying patient and waiting for the right entry while keeping the

$Palantir Technologies Inc.(PLTR)$  Portfolio jumped over a quarter million today. Even I'm a bit surprised by that move. If they take half of it back tomorrow, I'll still sleep fine tonight.

$Palantir Technologies Inc.(PLTR)$ People keep saying the PE is way too high, but if it were really as simple as just buying anything with a 15 PE, we'd all be well off by now. PLTR is building toward the future here. Top-tier products tend to command a premium. You either get on board or get left behind.

$Palantir Technologies Inc.(PLTR)$ Where do you think this is headed a month down the line? I strongly believe it will hit the $160 mark again. Curious to see if it breaks out of that zone.

$Meta Platforms, Inc.(META)$ Low key, it feels like someone just wanted cheaper META shares. There was no real reason to gap it down this much IMO, and it has already closed back in the gap. I'm still bullish here.

$Meta Platforms, Inc.(META)$  If Zuck just tweets something about being more mindful of capex, this thing could go green. One can dream, I guess.

$Palantir Technologies Inc.(PLTR)$ So we're really not going to be long going into this rally the week before earnings?

$Meta Platforms, Inc.(META)$ It feels like this wants to move higher, but it's being held back as usual.

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has all the ingredients that could fuel a meaningful short-covering rally if bullish catalysts continue to materialize. Record backlog exceeding $60B in new orders. Preliminary gross margins projected at 15–17%, well above prior guidance. AI infrastructure demand remains strong as hyperscalers continue investing. Sentiment is improving after months of negative headlines. When a heavily shorted stock starts delivering better-than-expected fundamentals, short sellers can face increasing pressure if the price continues to rise. Covering those positions can add buying demand and amplify upward momentum. No one can guarantee a short squeeze, but if SMCI continues executing, breaks through key technical resista

$Meta Platforms, Inc.(META)$ Meta's upcoming earnings report could give the whole tech sector a boost. I think the results will come in above expectations.

If I were to pick just five stocks to hold until 2028, my choices would be $ServiceNow(NOW)$  at $104, $Meta Platforms, Inc.(META)$  at $645, $SoFi Technologies Inc.(SOFI)$  at $17, $Amazon.com(AMZN)$  at $250, and $American Express(AXP)$  at $352. It's not about chasing trends or frequent trading. It's about selecting companies that seem to have durable competitive advantages, long-term growth potential, strong execution, and the ability to compound over time. The idea isn't to time every market move, but to own solid businesses and let time do its work.

$Meta Platforms, Inc.(META)$  The outlook for META looks quite strong for the rest of the year, with all parts of the business growing. I think we could see it get over $700 soon, maybe even around the next earnings report.

My base case for $Meta Platforms, Inc.(META)$  by 2030 is a price target of $1,520. That works out to a compound annual growth rate of about 24% from the current level. I don't think you need to make any particularly aggressive assumptions to get there. If the company's execution ends up being better than expected, the setup looks even more attractive. From where I stand, the risk/reward profile here is hard to ignore.

$Palantir Technologies Inc.(PLTR)$ Once the numbers speak for themselves, the negative narrative becomes irrelevant. That's when Palantir will really take off. It feels more like a matter of time.