$Rum Group Inc(RUM)$ $Meta Platforms, Inc.(META)$  $Reddit(RDDT)$ $Pinterest, Inc.(PINS)$ Rumble is a stock that seems to draw investors with a certain kind of conviction. The energy around it here is hard to match.

$Meta Platforms, Inc.(META)$  Those with the best attorneys win. META for the win. Parents don't know their kid is addicted? There's addictive food, addictive TV, addictive video games, addictive legal drugs. Don't parents pay attention anymore? No. They're happy the kid is quietly scrolling and not bothering them. Who knows what those kids might find while surfing along. There's an endless supply of bad things out there for kids to see. Facebook is PG, not R or X. Take away the phone if the kids can't handle it. Send them out to play.

$Meta Platforms, Inc.(META)$ Let the lawsuits come, then I can buy it cheaper. They always pull this. I pick it up cheap and make money as it runs back toward 650 or so. I've done it 7 times already.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Feels like we're waiting for something here, but it's holding up so far.

$Meta Platforms, Inc.(META)$ There is a huge market for Facebook and Instagram outside the USA.

There was a 3% drop recently because the news reported that $Meta Platforms, Inc.(META)$  was heading to court over their legal issues. Since then, the same story has been front and center across financial media, and the stock is reacting to it. I expect the same thing to get reprinted again going forward.

$Meta Platforms, Inc.(META)$  It has crossed $600 and pulled back multiple times now. It feels like market makers are not letting it break above $600.

$Paramount Skydance Corp(PSKY)$ CBS looks better than it's ever been, and honestly, Facebook gives me the most relevant negative news. $Meta Platforms, Inc.(META)$  still sucks though. CNN needs help anyway.

$Meta Platforms, Inc.(META)$  Z is so beaten down at this point that I think anything useful from them could trigger a quick pop from $20 to $40. It doesn't even need to be a full-blown turnaround — just saying something about a new revenue stream, monetization, or spending efficiency would probably be enough.

$Meta Platforms, Inc.(META)$ Maybe it is a bit twisted to frame it this way, but Meta already has one of the four addictions locked in: the short-form scrolling dopamine loop. Now they are going after the second one, gambling, with Meta Arena set to launch next year. That would make two out of four that are essentially certain. The next logical one would be the lust addiction, and I would not be surprised if Meta eventually buys OnlyFans or builds a copy of it. That gets you to three out of four. The only one they realistically cannot touch is physical drugs, but three out of four is still a very strong hand. A 1.5 trillion market cap looks like a joke against that kind of potential. If they execute on this roadmap, I think at least a 5 trill

$Meta Platforms, Inc.(META)$ So far this year Alphabet, Amazon, Meta, Microsoft, and Oracle have raised well over $150 billion combined through debt and equity sales to build data centers, fund new AI models, and support the wave of AI agents. Intel recently announced a $15 billion stock offering and later upsized it to $20 billion. Financial firms are now looking at the market from a different angle. Goldman Sachs CEO David Solomon mentioned that asset-based financing is starting to show up against this infrastructure buildout, and honestly that makes sense because these are real assets with real value. KKR's Waldemar Szlezak seems to share a similar view, seeing AI equipment picking up some familiar money-making characteristics.

$VanEck Semiconductor ETF(SMH)$ $NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $IBM(IBM)$ If you sold these big names or are getting nervous about an AI bubble, it feels like you might not be ready for what's coming.

We're at a stage in the rally where individual stocks are starting to outperform the indexes by a wider margin. $Invesco QQQ(QQQ)$ 

$Battalion Oil Corp(BATL)$ $Invesco QQQ(QQQ)$ There are quite a few positive catalysts ahead for bulls.

$Meta Platforms, Inc.(META)$  Not really bothered by the drop. Just gives more time to keep accumulating below $600. Doesn't change the view that this is headed above $1,000 in the future.

$Meta Platforms, Inc.(META)$ MELI: What if everything you could see became shoppable? Meta built the social graph. MercadoLibre built the commerce graph. Now imagine connecting them through Meta AI and augmented reality. Instagram/Reels to Meta AI to smart glasses to Mercado Libre to Mercado Pago to MELI logistics. See an outfit you like? Ask Meta AI to find it. See furniture? Virtually place it in your home. Discover something on Instagram? Buy it through MELI. Meta could turn the camera into the new search bar, AI into the salesperson, and MercadoLibre into the transaction engine. The opportunity isn't just e-commerce. It's about making the physical world shoppable. Could MELI be the missing commerce layer in Meta's AI and AR future?

$Invesco QQQ(QQQ)$ For the first time ever, ZETA is the top holding in the public account. After a strong quarter, it feels well deserved. ZETA and NBIS together now make up nearly 60% of the portfolio. The account invests $100 a week and tracks the process. The public account is currently up 21.85%, compared to SPY at 12.78% and QQQ at 16.64%. That shows some decent relative strength, but concentration also means higher volatility. I'm watching whether ZETA can hold its breakout structure.

$Meta Platforms, Inc.(META)$ Glad I picked up some calls on Friday. Looks like 650 is on the way.

$Oklo Inc.(OKLO)$ $Meta Platforms, Inc.(META)$ They've locked down land at a former gaseous diffusion plant site in Southern Ohio. The vision for this location has been expanded into a large campus with the capacity to generate up to 1.2 Gigawatts of power. It's heavily backed by their partnership with Meta, which includes a mechanism for Meta to prepay for power to help fund early development.

$SanDisk Corp.(SNDK)$ and still at $1300 this has had a monster year. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$