$Micron Technology(MU)$ Invest in who's making the money, not who's spending it. $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$  META. Micron already makes way more profit than any of them, and the memory crisis is still in the early stages. They also trade at a massive discount to the others, and they have much higher growth. Be smart about where you put your money.

$Meta Platforms, Inc.(META)$ I don't care about Claude or whatever AI is supposed to be better. MUSE is already in the apps and works well with multiple social apps I use. It's just so easy. I prefer easy over a 0.1% better AI in a separate app. They're all the same.

$Meta Platforms, Inc.(META)$  EOD it's trying to break out. The $750 call wall sits a bit higher.

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

$SPDR S&P 500 ETF Trust(SPY)$ Just my take, but I do think smart money will be rotating some profits out of the biggest winners and into laggards like $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  AMZN.

$Advanced Micro Devices(AMD)$ The market is still underestimating how deeply AMD is getting embedded into the AI infrastructure stack. Look at four of the biggest names deploying or backing AMD silicon: $Microsoft(MSFT)$  with Azure AI infrastructure, $Meta Platforms, Inc.(META)$  with massive AI/data-center deployments, $Oracle(ORCL)$  with AMD-powered OCI cloud infrastructure, and OpenAI with a major strategic AI relationship and future compute demand. That is an elite customer ecosystem. AMD doesn't need to replace $NVIDIA(NVDA)$  to win. It just needs

Two notable closes breaking through to above-cloud positions last week were $Communication Services Select Sector SPDR Fund(XLC)$  constituents, not $Technology Select Sector SPDR Fund(XLK)$ : $Meta Platforms, Inc.(META)$  and $Walt Disney(DIS)$ 

$Robinhood(HOOD)$ Trump and US regulators are moving to bring perpetual futures to the US, covering everything from precious metals to oil and equities. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  BTC.X $Meta Platforms, Inc.(META)$ 

$Robinhood(HOOD)$ Iran Offers US New ‘7-Day’ Ceasefire Proposal – FT $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  BTC.X $Meta Platforms, Inc.(META)$ 

$Fastly, Inc.(FSLY)$ $Meta Platforms, Inc.(META)$  ... most people still don't realize what MUSE could set off.

$Tesla Motors(TSLA)$ Just added to my $400 Oct 1 calls. Feels like easy money here.

$Tesla Motors(TSLA)$ Looking at the last 4-hour candle, unless there is a drastic change, the setup still points higher toward 383.

$Meta Platforms, Inc.(META)$  Built Muse around a secure VM, approvals, and an audit trail. The $Maase Inc.(MAAS)$  white paper is addressing the same enterprise issue: agents need controls outside the model.

$Tesla Motors(TSLA)$  The doomsday crowd has had to rethink things. This year alone brought rate hikes, war, tariffs, oil at all-time highs, protests — and yet the S&P is up 11.75%, the Dow up 7.5%, and the Nasdaq up 14.11% year to date. Inflation is real, and the stock market remains one of the faster-moving places for money to keep pace, more so than wages, real estate, or interest. Traders can do their thing, I'll keep investing. The market has shown it isn't easily shaken this year.

$Quantumscape Corp.(QS)$ $Honda(HMC)$ $SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$ Gas is at 4.79 a gallon where I am. Every day this keeps up, the EV question sits in more people's minds, whether to switch or not. Better batteries are in development but not on the market yet. No one likes paying this much for gas. If Honda announces a car collaboration with QS, I could see it moving over 100% with a halt. If Tesla got involved in something similar, I could see QS moving over 200%, especially at these prices. It can't be an R&D deal. I'm talking about a vehicle running on QS batteries. Just

$Advanced Micro Devices(AMD)$ $Rum Group Inc(RUM)$ $Intel(INTC)$ $Meta Platforms, Inc.(META)$ $Webull Corp(BULL)$ I'm up $65K so far today. The interest rate hike appears priced in.

$Meta Platforms, Inc.(META)$ Meta Connect 2026 is being held virtually and at Meta's campus in Menlo Park, California, on September 23–24, 2026. 700+ very soon.

$Meta Platforms, Inc.(META)$ I think "Muse for Enterprise" seems likely. Given its agentic capability, it can handle a lot of tasks on the personal side, and the same kind of thing could be applied to enterprise automation fairly easily. It's similar to ChatGPT personal and Enterprise, except Muse is much more sophisticated. I've used both.

$NEBIUS(NBIS)$ $APPLIED DIGITAL CORP(APLD)$ $NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$ $Meta Platforms, Inc.(META)$ BREAKING: Mark Zuckerberg says AI development needs to move faster

One of the biggest weeks ever in technology. The AI agentic assistant space has really taken off with Instinct, and now Meta's MUSE quickly followed. I don't take my own word for bleeding edge tech, so I went to my network for this one. I've been in touch with a close contact, Roy Rubin, over the past few days as he's been testing Instinct and has now fully moved to MUSE. He shared his take on Twitter and explained it to me: your AI assistant is becoming your new browser, commerce intermediary, and front end to the chat world. Very early, but this is the future. On top of that, Apple with Siri and new phones, and Google with Gmail and Android will be competing to be your AI assistant as well. But well done to $Meta Platforms, Inc.(META)$  as