$Meta Platforms, Inc.(META)$  It has crossed $600 and pulled back multiple times now. It feels like market makers are not letting it break above $600.

$Paramount Skydance Corp(PSKY)$ CBS looks better than it's ever been, and honestly, Facebook gives me the most relevant negative news. $Meta Platforms, Inc.(META)$  still sucks though. CNN needs help anyway.

$Meta Platforms, Inc.(META)$  Z is so beaten down at this point that I think anything useful from them could trigger a quick pop from $20 to $40. It doesn't even need to be a full-blown turnaround — just saying something about a new revenue stream, monetization, or spending efficiency would probably be enough.

$Meta Platforms, Inc.(META)$ Maybe it is a bit twisted to frame it this way, but Meta already has one of the four addictions locked in: the short-form scrolling dopamine loop. Now they are going after the second one, gambling, with Meta Arena set to launch next year. That would make two out of four that are essentially certain. The next logical one would be the lust addiction, and I would not be surprised if Meta eventually buys OnlyFans or builds a copy of it. That gets you to three out of four. The only one they realistically cannot touch is physical drugs, but three out of four is still a very strong hand. A 1.5 trillion market cap looks like a joke against that kind of potential. If they execute on this roadmap, I think at least a 5 trill

$Meta Platforms, Inc.(META)$ So far this year Alphabet, Amazon, Meta, Microsoft, and Oracle have raised well over $150 billion combined through debt and equity sales to build data centers, fund new AI models, and support the wave of AI agents. Intel recently announced a $15 billion stock offering and later upsized it to $20 billion. Financial firms are now looking at the market from a different angle. Goldman Sachs CEO David Solomon mentioned that asset-based financing is starting to show up against this infrastructure buildout, and honestly that makes sense because these are real assets with real value. KKR's Waldemar Szlezak seems to share a similar view, seeing AI equipment picking up some familiar money-making characteristics.

$VanEck Semiconductor ETF(SMH)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $IBM(IBM)$ If you sold these big names or are getting nervous about an AI bubble, it feels like you might not be ready for what's coming.

We're at a stage in the rally where individual stocks are starting to outperform the indexes by a wider margin. $Invesco QQQ(QQQ)$ 

$Battalion Oil Corp(BATL)$ $Invesco QQQ(QQQ)$ There are quite a few positive catalysts ahead for bulls.

$Meta Platforms, Inc.(META)$  Not really bothered by the drop. Just gives more time to keep accumulating below $600. Doesn't change the view that this is headed above $1,000 in the future.

$Meta Platforms, Inc.(META)$ MELI: What if everything you could see became shoppable? Meta built the social graph. MercadoLibre built the commerce graph. Now imagine connecting them through Meta AI and augmented reality. Instagram/Reels to Meta AI to smart glasses to Mercado Libre to Mercado Pago to MELI logistics. See an outfit you like? Ask Meta AI to find it. See furniture? Virtually place it in your home. Discover something on Instagram? Buy it through MELI. Meta could turn the camera into the new search bar, AI into the salesperson, and MercadoLibre into the transaction engine. The opportunity isn't just e-commerce. It's about making the physical world shoppable. Could MELI be the missing commerce layer in Meta's AI and AR future?

$Invesco QQQ(QQQ)$ For the first time ever, ZETA is the top holding in the public account. After a strong quarter, it feels well deserved. ZETA and NBIS together now make up nearly 60% of the portfolio. The account invests $100 a week and tracks the process. The public account is currently up 21.85%, compared to SPY at 12.78% and QQQ at 16.64%. That shows some decent relative strength, but concentration also means higher volatility. I'm watching whether ZETA can hold its breakout structure.

$Meta Platforms, Inc.(META)$ Glad I picked up some calls on Friday. Looks like 650 is on the way.

$Oklo Inc.(OKLO)$ $Meta Platforms, Inc.(META)$ They've locked down land at a former gaseous diffusion plant site in Southern Ohio. The vision for this location has been expanded into a large campus with the capacity to generate up to 1.2 Gigawatts of power. It's heavily backed by their partnership with Meta, which includes a mechanism for Meta to prepay for power to help fund early development.

$SanDisk Corp.(SNDK)$ and still at $1300 this has had a monster year. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

I've started tracking $Alphabet(GOOG)$ , $Oracle(ORCL)$ , and $Meta Platforms, Inc.(META)$ , which have the cheapest P/E ratios among mega caps, looking for a 30-40% gain over the next 6-9 months. The last time we had fun with all of them hitting multiple ATHs. 1. ORCL: $190 - $205 2. META: $720 - $900 3. GOOG: $475 - $525

$Meta Platforms, Inc.(META)$  META has been one of the worst-performing MAG7 stocks year to date, but the revenue side still looks strong. Revenue grew nearly 28% year over year, driven by three main factors. Family daily active people hit 3.60 billion on average for June 2026, up 3% year-over-year. Ad impressions across the Family of Apps rose 14% year-over-year. Average price per ad increased 12% year-over-year. Those three together pushed Q2 revenue past $59 billion. The headline EPS miss looks less worrying once you dig into the reasons. Meta recorded around $2.4 billion in legal charges and $1.18 billion in severance expenses. Strip out those one-time costs and the core business performed well. The sell-off

$ProShares UltraPro QQQ(TQQQ)$ Here's the setup before further upside, looking at the 1-minute chart. Right at the open, bulls took VWAP with a clear pickup in buying pressure. The 4-hour RSI is also aligned with the bullish trend, which makes continued upside more likely. That played out pretty well. When order flow is bullish, fighting the trend doesn't make much sense to me. Price targets for this setup are 74.00 and 74.50+.

$SPDR S&P 500 ETF Trust(SPY)$ Solid day. Made a nice $3,700 on SPY and QQQ calls. Seems like a lot of people came out ahead today.

Looking at $Meta Platforms, Inc.(META)$  to start the week. The valuation still stands out a bit against the growth story in my view. Trading around a forward 2027 P/E of 15x with a consensus price target near $762, the market seems to be pricing in a lot of doubt around AI spending. But the bigger picture is shifting. Recent results across the mega-cap tech space are showing that AI compute demand remains extremely strong, and the infrastructure buildout is creating real economic value. The question isn't whether Meta is spending heavily on AI. It's whether those investments continue turning into stronger revenue growth, better efficiency, and higher long-term earnings power. I'm watching how the market continues to value AI leaders as the n

$Meta Platforms, Inc.(META)$ Right now it's doubling the Nasdaq's performance. I think 700 is on the table within weeks. It feels like all the bad news has already been priced in, so from here it's mostly just room for bullish surprises.