To The Moon

$Meta Platforms, Inc.(META)$ 1.4TThe lawsuit looks like pure noise to me. The $1.4T figure is just a legal maximum, while actual settlements tend to land in the $3B–$5B range. With $50B+ in annual free cash flow, that's easily absorbed. If it settles, removing that uncertainty could be a catalyst for a rally.

$Meta Platforms, Inc.(META)$ RKLB needs a SpaceX-type run this week. It's ridiculously undervalued. Hoping management releases some good news.

$Alphabet(GOOG)$  Think we've seen the bottom for now. Plenty of bullish articles and price targets, the new model, Berkshire, and so on. I'm diving back in.

$GameStop(GME)$ For those watching CAR, it's worth looking into ASAN. It's heavily shorted, founded by a META co-founder, so a squeeze to $100 seems possible.

$SpaceX(SPCX)$ Shorts are active again, trying to push people into selling. I'm just going to hold and wait. Looking at a five-year horizon, patience tends to look pretty smart. I bought $Alphabet(GOOG)$  post-IPO at 88. I'm not really paying attention to the noise from short sellers. $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$  $NVIDIA(NVDA)$ 

$Meta Platforms, Inc.(META)$  Based on sentiment right now, $McDonald's(MCD)$  looks like it has more upside than META. I like both names though.

$Alphabet(GOOG)$ Summer doldrums will probably weigh on the stock a bit, but anyone who thinks this is going to collapse is nuts. Once it gets near the 200 MA, I'd expect it to be heavily protected. You can already buy it cheaper than what Berkshire paid for its last round. I'm not a believer in AI, but the core of Google is thriving even if you strip out the AI components. This is the only big tech stock I own — cheap, protected by whales, and a cash-generating machine. Sink it lower, I'd love to add to my core GOOG holdings with all this cash sitting here waiting.

$Meta Platforms, Inc.(META)$  Q2 revenue up 28% YoY. At this size, that kind of growth is genuinely rare. AI isn't just boosting the core ad business, it's opening up product lines that didn't exist before. Hard to write this off as "too big to grow" when the numbers keep saying otherwise.

$Meta Platforms, Inc.(META)$ To put the recent court case into perspective, the amount involved equals roughly 36 hours of Meta's revenue. That's the kind of money this company generates.

$Meta Platforms, Inc.(META)$  It's a cash flow machine. Next year should be even stronger. The market seems to be pricing it like it's going to zero, but the fundamentals still point to a cash cow. That gap between the narrative and the actual numbers is where the real opportunity tends to sit.