To The Moon

$Alphabet(GOOGL)$ Technical indicators are weakening. Price has fallen below the 20, 50, and 100 moving averages. Only 15 bucks to reach the 200 MA. It has fallen below the mid-Bollinger Band and is heading toward the bottom band near $330. RSI fell below 50 and is now at 43, pointing downward. MACD made a bearish crossover and has fallen into negative territory. There is a gap that was left unfilled at $305. Not confident it can go that low, but that would be a terrific entry. It's just too early to be in hyperscalers for any major run until capex slows and new data centers come online, but when they do, hyperscalers will be the best sector to be in — perhaps in 12-18 months. $Microsoft(MSFT)$ 

$Meta Platforms, Inc.(META)$ Looking strong with call buyers piling in after that $18B settlement. Today's intraday action is wild. 0DTE call sweeps clustered between $570 and $590, with about 87% of the premium in calls and 1.9x options momentum on InsiderFinance. Seems like the broader positioning is leaning toward a push past $600 into Q4. Over the past few sessions, those big Oct 16 $620C and Nov $600 to $670C sweeps show a clear upside bias. META's up 5.7% in five days. With legal risks lifted, expect more volatility. Spreads or hedged positions might be the safer way to approach this if you're riding the move.

$Vistra Energy Corp.(VST)$ Why all the hate? The company is profitable, cash-generating, earnings are growing, share count is shrinking, and it already has multi-decade power agreements locked in with $Amazon.com(AMZN)$  and META. Add in massive AI/data-center power demand, and I still think the long-term setup is pretty compelling. What am I missing?

$Meta Platforms, Inc.(META)$ It's funny how they're trying to dictate META. If this case actually sticks, then everyone with diabetes should sue Coca-Cola and McDonald's for being overweight. Sue bottled water companies for cancer. Where does this end?

$Meta Platforms, Inc.(META)$ Taking a bath on these puts right now, but even if I get assigned I am fine with it. Basis on the $19 strike is .63 per contract, and $0.65 on the $18.5 strike. Assignment on the $19 would mean 300 shares of $Direxion Daily META Bull 2X ETF(METU)$  at an $18.37 cost basis, which works for me. Next week will decide how the $18.5 strike plays out, and I am collecting $537.50 in premium over the next 7 trading days.

$Meta Platforms, Inc.(META)$  Nice opportunity to add calls here. Should be back to 570 soon if 545 can hold. Big day coming up tomorrow.

$Meta Platforms, Inc.(META)$ Once the market realizes the lawsuit is a non-event, this could get back to $680 pretty quickly. Easy money.

$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$  SNAP understood from day one that what Meta was doing wasn't great. That's why when you open Snapchat it goes straight to the camera, then encourages the core use case of messaging people you actually want to talk to directly. Not landing on an endless divisive feed full of misinformation. Snap then kept going with stories that disappear, rather than staying there and dragging on. Meta and its investors thought Snap was just a feature to copy. Clearly not. People want a break from Meta and the ideas it supports.

$Meta Platforms, Inc.(META)$ Still holding up well with a higher close than the prior session, and still trading above the 9ma. That doesn't look like bearish price action to me.

$AST SpaceMobile, Inc.(ASTS)$ People are seeing the $Meta Platforms, Inc.(META)$  news and buying right through the overnight session. The momentum feels pretty bullish. Looks like there's a chance to retest $90 this month.