To The Moon

$Meta Platforms, Inc.(META)$ I've been slowly adding to my position. It's one of the best opportunities in the market right now. I can't think of another industry better positioned than advertising for AI to accelerate growth and monetization. META had more active users (adjusted for the Iran shutdown), higher profit per ad, and more ads generated than ever before. That's reflected in the 33% revenue growth. This will only accelerate, in my view, as LLMs get smarter. Eventually, capex will subside, and all that extra revenue will flow to the bottom line. Reality Labs is the only real eyesore on the company's balance sheet. Maybe one day it turns a profit.

Here are 10 long-term names built for the real game—no hype, no momentum chase, just structural positioning. $Credo Technology Group Holding Ltd(CRDO)$  sits deep in the plumbing of AI clusters. SerDes and high-speed interconnects are becoming more valuable as bandwidth bottlenecks tighten. $Alphabet(GOOG)$  is still underappreciated as an AI compounder. The TPU stack, Gemini, Search monetization, YouTube, and Cloud all work as parallel cash engines. $NVIDIA(NVDA)$  is the obvious category leader. Every major compute cycle still routes through Nvidia’s ecosystem, from training to inference to robotics expansion.

$Adobe(ADBE)$ They're making money hand over fist, and that's really all I need to know. As long as they keep making money, I'll keep believing in the company. I remember back in 2022 when $Meta Platforms, Inc.(META)$  was at $90 and everyone was saying it was going down, but the earnings were telling a different story. I didn't buy then and I've regretted it ever since, missing out on that 10x move. I'm not missing out on this one.

$Alphabet(GOOG)$ Last week's dip into the $340s was bought up, and now we have a bottom reversal signal on the daily chart. I see upside continuing here this week.

$Meta Platforms, Inc.(META)$ Just increased my position by 25% at $557 per share. Why? It's trading at a forward multiple below 18x. The growth momentum in AI, ads, and infrastructure is still strong. The market is pricing it as if growth is slowing down... but the execution says otherwise. Why so decisive this time? Sometimes the setup is straightforward: a strong company, a compressed valuation, and a market that's temporarily distracted.

$Alphabet(GOOG)$ I'm still buying Google because there's nothing fundamentally wrong with the company. They can't build data centers fast enough. Only YouTube is over triple the volume they have. I'm buying it for the July earnings.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ That's probably why it's always going up. Big players know something.

$Alphabet(GOOG)$ Bank of America has a Buy recommendation with a price target of $217. That doesn't make much sense; they should be saying Sell. Meanwhile, most other analysts are calling it a Buy with targets ranging from $400 to $475.

$Alphabet(GOOG)$  GOOG is a very unique company, and its products are used worldwide. The company retains over 90% of its users. The biggest profit generator is YouTube. At the moment, Gemini is the one with the most users. These few products could set new revenue and earnings records this summer, coinciding with the World Cup being held in three countries. It's possible GOOG may break the earnings record again this year.

Alright, I'm officially all in on $Meta Platforms, Inc.(META)$  at these levels. Check this out: Revenue up 33% last quarter. Stock down 26% from the highs. Trading at just 18x forward earnings. 18x for 33% growth. That's absurdly cheap. AI monetization is ramping, ads are holding strong, margins improving, cash flow still rolling in. Honestly feels like the market's ignoring the fundamentals while chasing shiny new AI plays. At these prices? I'm scooping shares up. No hesitation.