$Alphabet(GOOG)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ There's talk that a company whose name starts and ends with G could be making an announcement soon about a best-of-breed consumer AI app. The expectation is that it would outclass Muse or Autopilot.
$Alphabet(GOOG)$ Not sure why my earlier post got taken down on Yahoo Finance, but the point stands. GOOG being called 74% overvalued by the short narrative now feels like a contrarian indicator more than anything else.
$Meta Platforms, Inc.(META)$ Up 11% on a breakout today, definitely running hot. AI and upgrade headlines are driving the move. Options flow looks wild, running around 4.5x normal with 68-91% in calls. Momentum traders seem to love it, but volatility is high so risk controls need to stay tight. Some big players are hedging too. A $25.5M sweep in March 2027 $665 puts shows they're paying for downside protection. That $665 level might be a key zone to watch for stop placements. Bullish vibes, but playing it smart.
$Meta Platforms, Inc.(META)$ Weekly and daily breakouts are always worth watching. The 700 psychological level broke along with a chart pattern, plus there was a catalyst. On a bigger timeframe, it's easier to hold winners with conviction. This is a weekly breakout, did you hold through it?
$Alphabet(GOOGL)$ It feels like it's only a matter of time before this gets used to either prop or send the Q's. A 5+% day for $Alphabet(GOOG)$ is coming soon.
$Meta Platforms, Inc.(META)$ watching for a breakout. Price at $677.97, volume running average or below. The catalyst stays on continued AI infrastructure spend and Reality Labs updates keeping investor sentiment in focus ahead of the next earnings. Resistance is $695, support is $655. Bull case: a push through $695 on rising volume opens the door to new highs as the AI monetization narrative strengthens. Bear case: failure to hold $655 support could trigger a slide back toward $630 if broader tech sentiment weakens. What I'm watching: volume expansion on any move toward resistance to confirm real buying conviction.