Sentiment check heading into the next round of earnings. $Tesla Motors(TSLA)$  and $Meta Platforms, Inc.(META)$ , the two big megacaps everyone is watching, have both seen sentiment climb sharply. The standout for me is $Lam Research(LRCX)$ , the semi fab equipment maker, which shifted from Extremely Bearish to Extremely Bullish over the past five days. $Las Vegas Sands(LVS)$  is the only one still sitting in the Extremely Bearish zone. Pipeline name $Kinder Morgan(KMI)$  spent several days as Extremely Bullish and now sits high in the Bullish zone at 73.

$Alphabet(GOOGL)$ Support held near $330. Now the question is whether it can get back above $340 by the close. $Alphabet(GOOG)$  $Direxion Daily GOOGL Bull 2X Shares(GGLL)$ 

$Meta Platforms, Inc.(META)$  Reports earnings after the market close tomorrow, and the weekly option bets are pointing to a 650 to 738 range after the report.

$Meta Platforms, Inc.(META)$ I'm hoping Muse brings an early Christmas to Meta. I was a power user of Muse and liked it at first, but lately it has felt pretty unpredictable and nonsensical. I'll be watching DAU and MAU numbers. With election season, ad revenue could come in strong. Overall, I'm expecting a pop to $750 on Meta earnings.

$Coherent(COHR)$ Bears keep saying companies don't have the money to pay for more data centers. $SpaceX(SPCX)$  is now looking at Q4 capex of $35B-$40B. $Meta Platforms, Inc.(META)$  next.

$Alphabet(GOOG)$ I know where this is going. That's why I've been saying long-term holds. Waymo is just one part of the business. There are plenty of others turning in 2027. Let them play while I keep accumulating. Same approach as Berkshire. Google ages like fine wine.

$Alphabet(GOOG)$ 2027 to 2028 looks like the turning point. With the fleet scaling up fivefold to 20,000 vehicles, revenue is projected to surge past $10 billion. The cheaper 6th-gen Zeekr platform is expected to get Waymo to positive unit economics, meaning gross profitability per ride in its top mature markets like San Francisco and Phoenix. Then 2029 to 2030 is where hyper-growth and actual net profit come in. Analysts forecast Waymo's revenue could scale to $25 billion to $40 billion by 2030. At that stage, high-margin software licensing and international expansions are expected to drive true corporate net profitability.

$Alphabet(GOOG)$ Google Cloud is in a strong position right now. Wall Street analysts have updated their forecasts, with some major institutions projecting over 100% year-over-year revenue growth for Google Cloud in Alphabet's upcoming Q3 2026 earnings report. There are also major partnerships already sealed. And on the chip side, it's worth asking who's actually making these cloud chips, especially with TPUs gaining ground.

$Rocket Lab USA, Inc.(RKLB)$ Too stressful to watch? Just buy, hold, and forget. Time rewards the patient. I know this from being involved in the market since 1992. I bought $Alphabet(GOOG)$  post IPO at 88. This is an excellent holding.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Just spoke with Doctor Philanthropy from the Financial Arts Institute. He thinks Google could be around $435 after earnings.

$Meta Platforms, Inc.(META)$ Meta is releasing Muse Spark Open, the open-weights version of Muse Spark. The model weights are being put under a license with limited commercial restrictions, which allows many developers to use the model for free. Weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models. Meta says Muse Spark Open is an 816-billion-parameter sparse mixture-of-experts model that activates roughly 42 billion parameters per token. It brings advanced agentic capabilities to desktop computers for the first time on Apple M5 Ultra Mac Studios. Meta says the model is also available through API platforms including Baseten, Fireworks AI, Groq, Modal, Nebius, OpenRoute

$McDonald's(MCD)$ Just added more. The setup looks too good to ignore. My biggest positions right now are $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Alphabet(GOOGL)$ , then MCD.

$Alphabet(GOOG)$ 354 is the top of the channel, so that's the target and resistance level to sell into. It's also the pivot, so a breakout is possible there. Nobody said this was going to be easy. The approach is to take profits rather than worry about whether it goes higher. Just book the win and look for the next setup.

$Meta Platforms, Inc.(META)$  Meta's scale is just absurd. Around 3.6B people use Meta's family of apps every single day. That's up from roughly 2.8B in 2021, so Meta added nearly 800M daily users from what was already a massive base. Nearly half the world is using one of Meta's core apps daily. Hard to wrap your head around that.

Nvidia, AMD, Google, and Meta team up on global blueprint for data center design. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$ 

$Meta Platforms, Inc.(META)$  Looks like it's setting up for another big candle today. Reminds me of that $70+ move not long ago. Picked up some LOTTO calls.

$Meta Platforms, Inc.(META)$ There's a report that Trump bought $25,000,000 of Meta back in August, along with $5,000,000 of SpaceX.

$Alphabet(GOOG)$ Alphabet's AI drug discovery arm Isomorphic Labs is reportedly in fundraising talks that could value it at $40 billion. Demis Hassabis seems to be making solid progress here.

$Micron Technology(MU)$ Micron had its moment. Google could be the next one to run in this market. It makes up roughly 6% of the S&P 500. Most of the other heavily weighted names look like they have already moved.

$Alphabet(GOOG)$ Google is working with Unity to bring AI game creation to a wider audience. Their experimental Playground platform lets users 18 and older generate and customize playable games through text prompts, with no coding involved. The two companies also plan to launch an integrated gaming platform later this year, combining Google's AI tech and consumer reach with Unity's game development tools. If they bring this to the TV platform the way YouTube works, Google really has something here.