To The Moon

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  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.