Let me get this straight. Pelosi added $Vistra Energy Corp.(VST)$  in January, with the stock in the $160s. Trump bought $Vistra Energy Corp.(VST)$  in February and March. CEO Jim Burke just bought $1.2M of $Vistra Energy Corp.(VST)$  at around $135. His first buy since 2023. Meanwhile: - 13x forward earnings - Down 35%+ from ATH - 20-year nuclear PPAs with $Meta Platforms, Inc.(META)$  and $Amazon.com(AMZN)$  (around 3.8 GW) - AI power demand is a structural bottleneck - FY26 EBITDA and FCF expected to grow 20%+ Right now

$Amazon.com(AMZN)$ I might be a repeat buyer before the next earnings, and they're raising $10B through a Canadian bond sale instead of an equity offering, so the stock isn't getting punished the way $Meta Platforms, Inc.(META)$  did. Looking for a mean revision here against the standard deviation. $256 is on the table, but we need to see $240 hold. All the MAG7 are selling off today, so I'm not too worried about AMZN specifically at this time.

$Tesla Motors(TSLA)$ I'm holding 9,850 shares at 305 and just picked up 350K worth of 300 calls for September. The company looks dirt cheap right now.

$Strategy(MSTR)$ 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.

$Gevo(GEVO)$ It's interesting to consider the potential if shareholders from companies like $FuelCell(FCEL)$ , $Plug Power(PLUG)$ , and $Tesla Motors(TSLA)$  were to align their focus on Gevo. The company has a few notable points: institutional ownership is around -50%, it's likely to be profitable in the next earnings report, the 45Z tax credit is imminent, the broader energy sector is performing well, the total addressable market is in the hundreds of billions, EBITDA estimates have doubled, plant financing is close, and it's a leader in the Sustainable Aviation Fuel industry.

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

$Tesla Motors(TSLA)$  There's still a solid chance it closes above 382 today, in my opinion.

I don't need six cups of coffee to stay bullish. Just added 25% more to my $Meta Platforms, Inc.(META)$  position at $557. For a company still generating strong cash flow, dominating digital ads, and pushing hard into AI, a forward P/E below 18x looks surprisingly reasonable. The market keeps treating META like a mature tech name while the business keeps finding new growth engines. Not saying it goes straight up, but I'm comfortable adding here and letting the thesis play out. Long-term view, long-term patience.

Everyone seems focused on $Meta Platforms, Inc.(META)$ , but I've also been looking into RYET. What stands out to me is the FY2026 full-year revenue of $7.48M. Different scale, but the shift toward real revenue is the part that matters.

$SUPER MICRO COMPUTER INC(SMCI)$ Earnings numbers are staggering. Estimates were 11 billion, actual came in at 39 billion. What's next, 50 billion? Business is absolutely booming. I'm adding some shares.