To The Moon

The CEO said 2026 revenue would be $435-$465 million. The first two quarters combined for $91 million, so Q3 and Q4 should be explosive. $150 million minimum would back up the CEO's statement, and the stock would re-rate on proof they can execute. A lot of people doubt this because they think it's a new company, but it's actually 25 years old and has been doing this for years, just at shopping center and grocery store scale instead of data centers. They also have $650+ million in cash, and they don't even need to touch it since they have $528 million in deposits from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and ANTHZZX.P that they draw against as revenue in stages of completion. The bi

$Alphabet(GOOG)$ Then again, the whole tech sector, minus AAPL, just took a beating. So I'm reloading now.

You're starting to see the early and likely temporary distaste for the AI hardware buildout. At the same time, there are early signs of flows moving toward the application layer, where I think $Meta Platforms, Inc.(META)$  is set up to dramatically outperform and capture most of the mindshare.

$Meta Platforms, Inc.(META)$  $Direxion Daily META Bull 2X ETF(METU)$ Earnings coming up next week. $800+ on deck.

$Alphabet(GOOG)$  The daily chart suggests a possible overnight swing before the next leg up. It has broken the downtrend. Good luck to everyone watching this setup.

$Alphabet(GOOG)$ I used to feel bad for the penny-flipping bears who panic and post on every dip. Not anymore. I'm long and sticking with it. Accumulating and waiting is the path to early retirement.

Busy morning at the desk. Fast moves in tech, quick execution across a few names. Realized P&L came in at +$1,183.96 across META, MU, and PLTR, plus one final scalp in SPCX. $Palantir Technologies Inc.(PLTR)$  — Took the breakout above $209.25 and closed it at $210.21. Clean momentum trade. $Meta Platforms, Inc.(META)$  — Scaled out into strength as price pushed toward $738.70, locking in profits along the way. $Micron Technology(MU)$  — Traded the bounce near $984–996 while continuing to build the core position. $SpaceX(SPCX)$  — Final scalp: bought at $164.28 and sold at $164.91. Quick execution,

$Meta Platforms, Inc.(META)$ I heard the new Facebook movie came out, and the release has been getting glowing reviews, some even calling it Oscar worthy. That's probably why we're green.

$Alphabet(GOOG)$ I bought a lot of shares on that dip. My heart was pounding the whole time.

Sui Network developer Mysten Labs and Google Cloud are partnering to build Verifiable Agent Arbiter, a blockchain platform that cryptographically proves AI agents acted within their authorized permissions, recording every instruction, action and payment on Sui. SUI.X $Alphabet(GOOG)$