To The Moon

$Meta Platforms, Inc.(META)$ It's evolved into a multi-layer platform across social media, communications, ad-tech, and increasingly into an AI-driven infrastructure and data compute layer. From a valuation standpoint, the market still seems to be pricing it at what looks like a compressed multiple relative to its growth profile. Forward P/E is around 18.5x, the PEG is near 0.90x, and revenue growth is still tracking about 33% YoY. What stands out is the disconnect between the company's expanding business surface area and a valuation that remains anchored to a more traditional ad-tech framework. The re-rating debate feels like it's less about whether the business is growing, and more about how the market chooses to classify it going forward.

$Meta Platforms, Inc.(META)$ Maybe this time we could see it run up over $800 to new all-time highs.

$Alphabet(GOOG)$ The AI cybersecurity sector has strong tailwinds looking ahead. Consolidation in the space is likely to continue, and from what GOOG-AI has said, Sentinel One (S) is the most undervalued pure-play AI security stock globally. A potential Google-Sentinel One merger could create a significant global AI security player. For context, Google's recent acquisition of Wiz was valued at 32x trailing sales, which was around $32B.

$Alphabet(GOOG)$  I don't think this news will have much impact on the stock, either in the short term or the long run. It seems like a good buying opportunity.

$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Energy is positioned to be a key player starting in October 2026. A recent resource report on wave energy converters took a close look at the global opportunity and ran the numbers, detailing the sheer scale of what wave energy can deliver to national grids. For instance, it could potentially meet over 100% of Australia's needs, 32% for the United States, and 30% for Spain. The key point is that waves keep moving when the wind drops and the sun sets. Unlocking this predictable, immense resource at an industrial scale could contribute to a more diverse and resilient energy grid. This is relevant to $Hewlett Packard Enterprise(HPE)$ ,

$Alphabet(GOOG)$ Morgan Stanley raised its price target on GOOG to 415 from 375 and maintained its Overweight rating. The average street price target is 434.

Some might think it's a naive take, but as long as $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  hold up, I don't see much more downside for $Invesco QQQ(QQQ)$  and SPY. If those two give out, then it's a different story. For now, confidence is still there, and a recovery looks likely if the strength persists.

$Amazon.com(AMZN)$ $Alphabet(GOOG)$ It's holding up remarkably well despite that $SPDR S&P 500 ETF Trust(SPY)$  waterfall.

$Alphabet(GOOG)$  GOOG is on sale. Buying opportunities like this dip are rare... adding here.

$Meta Platforms, Inc.(META)$ It had a nice bounce off the $540 support level. The wedge is formed... let's see if this stock can finally make a move. Strength would be confirmed above $596-600.