$Alphabet(GOOG)$ Tigress Financial raised its price target for Alphabet (GOOGL) to $485 from $415, while keeping a Strong Buy rating. Still bullish on this one. Have a nice weekend.
$Meta Platforms, Inc.(META)$ I gave Muse a try and it quickly became my biggest position. At this point I'm only averaging up and selling calls against it.
$Meta Platforms, Inc.(META)$ Citi is keeping its Buy rating on Meta and has added a positive 90-day Catalyst Watch ahead of Meta Connect on September 23–24. The bank expects an updated AI strategy and points to several product catalysts coming up. The AI agent Muse stands out, with recent app downloads surpassing Instagram and Facebook, along with the AI model codenamed Watermelon. Meta remains one of Citi's top picks in the internet sector, with a price target of $800.
$Bloom Energy Corp(BE)$ $Alphabet(GOOG)$ is increasing capex, and it makes me wonder who benefits from that. AI doesn't seem to be slowing down the way some were saying a little while back. If anything, it's ramping up.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ Google and Terradot announced a megaton-scale climate project in Southern Brazil that combines methane avoidance in rice farming with permanent carbon dioxide removal. Google will purchase 1M tonnes of near-term methane impact by 2030 and 1M tonnes of carbon removal impact by 2040, making this its largest carbon removal purchase to date. It is also the largest ERW project ever undertaken, and the first project of any kind to combine near-term methane elimination with durable carbon removal at this scale. Google's Head of Carbon Removal, Randy Spock, said the agreement was designed as a template rather than a one-off. He noted it's the largest carbon removal pu
$Rezolve AI(RZLV)$ It looks like the stock has found a floor at the current price. If you have been waiting for an entry point, the moment seems to be here. The launch of Muse by $Meta Platforms, Inc.(META)$ comes across as bullish in two ways. First, and more importantly, it serves as validation that agentic e-commerce has arrived. Second, and to a lesser extent, there are now far fewer M&A deals to be done since Muse eclipses the consumer side. Given their revenue and positioning on the merchant side, RZLV appears to be closing the doors on the rocket right now.
$Alphabet(GOOG)$ PEDEVCO (PED) Q2 2026 results are in. Revenue came in at $46.1M, net income at $17.5M, and EPS at $1.31. Adjusted EBITDA was $18.7M. Production hit 6,801 BOE/day, up 348% YoY, while adjusted EBITDA was up 516% YoY.
$Meta Platforms, Inc.(META)$ If Muse starts gaining traction, I think this could head toward $800+, and it seems likely within this year. Not financial advice, just my take.