To The Moon

$Meta Platforms, Inc.(META)$  The potential for AI cloud compute could be significant if they manage to acquire one or two of the AI-focused cloud players like NBIS, IREN, CRWV, APLD, or HIVE. Major hyperscalers such as GOOG, MSFT, AMZN, and TSLA (via SpaceX) are already established in this space. I think Mark is sharp and likely doesn't want to be left behind. The competition could intensify, and there's a chance the stock could move toward the $1100 price target.

$Strategy(MSTR)$ Overnight holdings are 50% MSTR, 10% TNMG, and 40% AIXI. There could be some squeeze potential on both stocks this week. The price target for MSTR is $200, and for TNL it's $10.

$Micron Technology(MU)$ Micron just made a surprising move in the rankings, now sitting above both $Tesla Motors(TSLA)$  and $Meta Platforms, Inc.(META)$  in market cap. From a trading desk perspective, this is more about the repricing of AI memory than anything else. Market cap re-rating is driven by AI demand. Memory and storage are suddenly being treated as core infrastructure. A cyclical name is behaving like an exposure to the AI backbone. Upstream assets are getting multiple expansion. When a “cycle stock” starts outranking mega-cap growth names, the market is clearly rethinking where the value in AI actually sits.

$Meta Platforms, Inc.(META)$ Meta is getting into prediction markets for their 4 billion users. Honestly, never bet against Zuck.

$Meta Platforms, Inc.(META)$  has exceptional FCF which is funding its AI capex, unlike other businesses that don't have FCF growth. Just relax. If you leave, you might not know when to get back and could miss a big jump.

$Meta Platforms, Inc.(META)$ If they announce selling some cloud services or any revenue from their datacenters, this could really take off. That, or AI model improvements...

$Meta Platforms, Inc.(META)$  Bought some here. I think it's the most undervalued among the MAG7. Meta has a wide moat. I believe it could reach a $2 to $2.5 trillion valuation in a year or two. The current sell-off is largely because the market is comparing the massive AI spending to the metaverse setback, and is slow to realize that Meta's AI investments are leading to users spending more time on its apps and that better recommendations are driving more ad revenue.

$Meta Platforms, Inc.(META)$ Smart money moves based on risk-adjusted metrics, not FOMO. That's why I added 1,000 shares of AMZN in the $230s last week, even though I missed my ideal entry at $226. The margin of safety here is far greater than with META. If you're chasing Meta at these levels thinking it has the same safety profile, you might be mispricing the risk.

$Meta Platforms, Inc.(META)$ Given the sentiment in tonight's futures, in theory we should hit 600 tomorrow. But Meta being Meta, I don't know.

Zuckerberg's open-source LLM and the ad business are both doing well. Yahoo Finance has praised its cash flow. I'm fairly bullish on $Meta Platforms, Inc.(META)$  long-term.