To The Moon

$Meta Platforms, Inc.(META)$  Option flow is heavy today. The bullish flow shows $47.7 million in call premium, making up 96.8% of the total premium. The put/call ratio is 0.03. There are big buyers across various expiries: the $600C 12/17/27 saw $2.9 million, a $2.8 million block on the $1010C 09/17/27, and $944K on the $590C 07/31/26.

$NuScale Power(SMR)$ The breakout potential here is looking strong. It's a tough spot for the bears. The nuclear sector could be on the verge of a major move. $PDD Holdings Inc(PDD)$  $Alibaba(BABA)$  $Nike(NKE)$  $SpaceX(SPCX)$  The setup looks very promising from where I stand.

The Waymo headlines are fueling some optimism in $Alphabet(GOOG)$ , with shares testing 351. It's been a choppy ride, but the trend is finally showing a pulse again. Watching 356 closely.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ I'm interested in buying, but the valuation is too high right now. The P/E was just 19 a year ago, and now it's at 26. That doesn't really make sense. If it goes below $300, it might be worth starting to buy and average down. The company is too big, and growth is very slow. It's one of the best companies in the world, just not worth the current price given the growth.

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ The memory sector might see some action soon. For companies like Micron and SanDisk, as capital expenditure plans get cut, a major trade could be about to start.

$Microsoft(MSFT)$ This feels almost like free money. Forward P/E is only 18.8, price target $570 with 55% upside potential. GTA 6 is about to launch, which could double Xbox and gaming sales. AI is set to double cloud revenue. It reminds me of when $Alphabet(GOOG)$  $Alphabet(GOOGL)$  was at $150 and has since tripled. A once-in-a-lifetime opportunity. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Alphabet(GOOG)$ If Google can get into the Dow Jones like MU did, will it have a similar impact? I think the pent-up buy orders from mutual funds could create a wave.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ It could be, since Google is leading in AI talent (according to Demis), some of the weaker links are leaving. Maybe they want more recognition because Demis is so recognized. Maybe they want to be the head of their own group instead of just a VP.

$Meta Platforms, Inc.(META)$  The S&P 100 (largest stocks) A/D Line remains in a Bull Flag pattern unless it makes a lower low within the pattern. I continue to anticipate higher prices for the largest stocks going forward.

$Meta Platforms, Inc.(META)$  There's still this idea floating around that Meta is “burning cash” on AI capex and losing its free cash flow advantage. What stands out to me is how sticky that narrative is, even when the actual numbers keep proving otherwise. Free cash flow over the last four quarters: Q2’25: $9.0B Q3’25: $11.2B Q4’25: $14.8B Q1’26: $13.2B LTM: $48.3B Even with heavy AI infrastructure spend, this is still a serious cash-generating machine. Feels like the market is anchoring too much on CapEx headlines and not enough on what the business is actually producing underneath.