To The Moon

$Wendy's(WEN)$ just bought more. ride to $10 now. $SPDR S&P 500 ETF Trust(SPY)$  BTC.X REDDIT.X $Meta Platforms, Inc.(META)$ 

$Wells Fargo(WFC)$ There's a view that $Meta Platforms, Inc.(META)$  could sell its excess computing capacity for around $20B per gigawatt. Honestly, it's one of those data points that makes you quietly reconsider the whole neocloud discussion. What I'm seeing is: - The implied value for Meta's excess compute is around $20B per GW. - Neocloud names like $NEBIUS(NBIS)$  and $CoreWeave, Inc.(CRWV)$  are already trading above roughly $10B per GW in practice. - Recent real-world averages are already clustering near that ~$10B/GW level. - Demand signals still point more toward tight supply than any real ove

$Meta Platforms, Inc.(META)$ Fundamentals are looking solid right now: trading at just a 20x earnings multiple, with sales growing at an impressive 33% YoY, and EPS sitting at all-time highs (minus last quarter's one-time tax impact). The main thing the market is worried about is Zuck going a bit wild with CapEx and what the actual returns on those massive investments will be. Overall, a great setup.

$Snap Inc(SNAP)$ The market may not be keen on Specs today, but there's a reason why $Meta Platforms, Inc.(META)$ , GOOGLE, and Snap are all racing toward AI wearables. If smart glasses become a major category, the debate in 2026 won't be about how much Specs cost. It'll be about who built the best platform.

$Qualcomm(QCOM)$ Looks like all the latest tech is using Qualcomm processors. Both $Meta Platforms, Inc.(META)$  and $Snap Inc(SNAP)$  glasses, and the new Google Books from $Alphabet(GOOGL)$ , are on QCOM.

$Meta Platforms, Inc.(META)$  META is struggling too. This looks like a buy zone to me; whenever everyone panics and gets cautious, that's often the time to consider moving in.

Not many people are talking about this stock right now, but I think that will change soon. $CoreWeave, Inc.(CRWV)$  is currently trading around $118, and I see a potential run towards $340+ before the year ends. With 167% YoY revenue growth, $3.6B in cash, and multi-billion dollar contracts from $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , OpenAI, and others, it's hard not to be bullish on the fundamentals. I mentioned this theme weeks ago – AI infrastructure looks set to dominate the second half of 2026.

$Rumble Inc.(RUM)$ At least it's green again. That's a bit embarrassing for Chris. He goes out on a PR campaign and the stock goes red. Changing the name doesn't change the numbers. $Meta Platforms, Inc.(META)$  was already a hugely profitable company before they made this move.

I've been seeing a lot of people calling this move "over" or saying $Meta Platforms, Inc.(META)$  is breaking down long term… but I just don't see it that way. From my perspective, this still looks like a long consolidation inside an ascending triangle that's been building for close to 2 years. And honestly, the longer these structures take to build, the more forceful they can be when they finally resolve. If momentum comes back in, $800 is the obvious level everyone will be watching. Why I care? Because markets tend to wear people out in exactly these kinds of setups… long compression, mixed signals, then a sudden expansion when positioning gets too one-sided. Not saying it breaks up immediately, just saying the structure is still intact. Bo

$Meta Platforms, Inc.(META)$ The stock has been consolidating within a two-year "Ascending Triangle Pattern". There are divergent views on the long-term outlook, but the technical setup suggests potential for a push toward $800.