$Rigetti Computing(RGTI)$ $Quantum Computing Inc.(QUBT)$ $IONQ Inc.(IONQ)$ $D-Wave Quantum Inc.(QBTS)$ Is it finally quantum mania time? $Invesco QQQ(QQQ)$  I'll be impressed if we can get another green day.

$ProShares Ultra Bloomberg Crude Oil(UCO)$ The Senate failed to pass the measure limiting Trump's Iran war powers, so the conflict looks set to drag on for months. Oil is spiking right now. $United States Oil Fund LP(USO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  An oil hedge is worth its weight in gold.

$Meta Platforms, Inc.(META)$  Excluding the one-time legal cost, earnings would have been EPS 7.58. These dislocations are where wealth is made.

$Invesco QQQ(QQQ)$  I'm calling the top of this Wave 3 at $775. I think that ends up being the highs in 2026.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Defiance Quantum ETF(QTUM)$ Looks like the algos have finally come around to the idea that rising capex from big tech isn't some bearish signal for the hyperscalers. If anything, it's incredibly bullish.

$Navios Maritime(NM)$ Nasdaq 100 Index futures have hit the 50% Fibonacci target. The chart is fighting for support around this zone, but it has been a slippery slope on the 4-hour and 1-hour cloud charts. I'm watching for any support to hold around these levels. Price action needs to climb back above the cloud for the cloud chart to turn bullish. Risky times.

$Invesco QQQ(QQQ)$ Didn't think I'd be saying this, but it feels like the worst is over. Apple earnings could still drag things down a bit, but at this point most of the damage looks like it's already been absorbed. I'm buying at these levels.

$Meta Platforms, Inc.(META)$ Meta could earn $30-$35 next year. With a reasonable 25 multiple on that, the math works out to around $750-$875 per share. This looks like a solid entry point. The negative noise around capex returns doesn't really match what the numbers are already showing — revenue this quarter was up 28% YoY.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ When a stock is declared to have entered correction territory, that's often when inexperienced traders start buying.

$Invesco QQQ(QQQ)$ Honestly, a quick flush down to 550 might not be the worst thing. It could clear things out and set up a much cleaner move higher from there.

$Meta Platforms, Inc.(META)$ I get the sense this one is going to ramp up capex a lot more than Microsoft, but we'll have to wait and see. Both look undervalued to me, and if neither boosts capex, then a solid rally could follow.

$Invesco QQQ(QQQ)$ If you don't get and hold 686... no ally for you. Well, me too, because I did open up a few calls.

$Beyond Meat, Inc.(BYND)$ Burger IV made with avocado oil has a solid 4.6 out of 5 rating on Walmart, based on 688 reviews. It is currently out of stock online, but you can still check local store availability by entering a zip code. After looking up several major metro areas, roughly 6 out of 8 stores in each city showed as sold out. Demand seems pretty strong in those regions. I added more Beyond Meat today. Exciting times ahead.

Heading into earnings, Deutsche Bank's ad checks for $Meta Platforms, Inc.(META)$  came back "overwhelmingly positive." They're pointing to improving conversions, stronger advertiser ROI, and continued gains from AI ranking, retrieval, and campaign automation. That's the core business firing on all cylinders right now.

$Meta Platforms, Inc.(META)$ I'm starting to think I should've picked up more when it was under 600 earlier.

$Meta Platforms, Inc.(META)$ Seems like it gets punished for everything — off of Google, off of the lawsuit, off of immediate ROI, and even off of its own capex guidance. Double jeopardy doesn't apply here?

$Invesco QQQ(QQQ)$ After seeing $Alphabet(GOOG)$ 's commentary on the TPU ramp in its Q2'26 earnings, it's worth keeping $Celestica(CLS)$ 's involvement in mind. Rob Mionis, CEO (1/29/26): "proud of our decade-long partnership with Google... Celestica remains closely aligned with Google on the development of complex data center hardware and systems. As a preferred manufacturing partner for Google's Tensor Processing Unit... Celestica is committed to making long-term investments in both capacity and capabilities.... These investments are designed to support the scaling of production for current and future generations of Google's custom silicon TPU sys

$IBM(IBM)$ It's pretty wild to see some of these speculative, overhyped companies trading at 50x P/E, while the clear market leader in quantum computing is sitting at just 18x. The valuation gap is hard to ignore. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Watching for a breakout on META. If it can decisively take back and hold the $690–$700 area, I think the path to new highs could open up fairly quickly. Until that happens, it's a waiting game. This is the level where the bulls need to show they're in control—a clean move above it could really shift the whole setup.

$Meta Platforms, Inc.(META)$ Looking at IREN's reported upfront payment of 45% for its AI capacity, it raises a question. Who is willing to prepay that much? If the customers are AI developers or enterprises rather than the traditional hyperscalers, it would challenge the most bearish views on the Neocloud narrative. For context on upfront payments in the sector: - IREN: 45% from AI developers (customer undisclosed) - NBIS: 40% from META These large upfront commitments seem to signal strong demand and confidence in long-term AI infrastructure capacity. The Neocloud story appears to be moving from speculation toward execution.