This is pretty insane. $Meta Platforms, Inc.(META)$  is up another 4%, and the move since the Muse AI release on 9/8 now stands at 26%. It is also up 47% since July 30th and 19% YTD.

JPM has reiterated an Overweight rating on $Meta Platforms, Inc.(META)$  with a price target of $820. The call points to the new Muse AI agent as potentially the most widely used consumer AI app since OpenAI's ChatGPT, citing its user-friendly interface, generous free tier, and Meta's distribution advantage across social platforms with billions of daily users. Sensor data shows Muse, launched on Sept. 8, hit about 2.5M downloads through Sept. 19, with roughly 557K DAUs. On $Apple(AAPL)$  iOS alone, its first 12 days produced 1.43M downloads, slightly ahead of ChatGPT's 1.37M over the same post-launch window.

$Meta Platforms, Inc.(META)$  The lightweight VR glasses have been a long time coming. Can't wait to try them, especially with the option to watch Ulysses in IMAX on them. $Alphabet(GOOGL)$ 

$CRITICAL METALS CORPORATION(CRML)$ I remember holding $Palantir Technologies Inc.(PLTR)$  around 20, and whenever it dipped a bit, people on the board would start lamenting. "So disappointing," and so on. The sheep will be who the sheep will be.

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$ Made $80 on Muse AI. The PayPal partnership should have pushed PayPal up at least 10-15%.

After climbing around 35% in the last month, all of $Meta Platforms, Inc.(META)$ 's upside has been realized according to the average analyst price target. Is Meta now fairly valued trading at 23x earnings?

$Microsoft(MSFT)$ Cantor Fitzgerald raised their price target on Microsoft to over $600.00. $Advanced Micro Devices(AMD)$  $Meta Platforms, Inc.(META)$  $Marvell Technology(MRVL)$  $NVIDIA(NVDA)$ 

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Meta Platforms, Inc.(META)$ $ARM Holdings(ARM)$ Bears are digging through every stat and pattern they can find to justify why the market should be down, rather than focusing on their puts being down 99% today.

$Meta Platforms, Inc.(META)$ I don't hold any stocks here, but the personal AI agent Muse is really solid. I use it and would happily pay $20/month for it.

$Palantir Technologies Inc.(PLTR)$ Added more PLTR at $172.33. I'm heavily positioned here and still buying. Also added more NOW and NVDA.

$Palantir Technologies Inc.(PLTR)$ Never underestimate the power of Palantir.

$Palantir Technologies Inc.(PLTR)$ DA Davidson raised its price target on Palantir to $250 from $200, keeping a Buy rating. Analyst Gil Luria noted that AIPCon11 was centered on AI sovereignty, and the approach seems to be resonating with customers. The firm also pointed out that customers are becoming more sophisticated about which AI models they need and how to work across different models, and Palantir is benefiting from that shift.

$Palantir Technologies Inc.(PLTR)$ This always comes back to valuation. A $400B valuation makes no sense. I would love to see this in the $150s by Friday's close.

$Meta Platforms, Inc.(META)$  Climbs 4.9% after launching Muse, its new autonomous AI personal agent from the Facebook and Instagram parent company, marking one of its most significant AI product rollouts to date.

$Palantir Technologies Inc.(PLTR)$ Dr. Karp is working non stop, that much seems clear. I'm holding strong. That man will deliver. Scared money makes no money, so holding commons long term is the game for me.

$Oracle(ORCL)$ Powered by the twin engines of AI and cloud computing, Oracle is entering a new era of explosive growth. $Palantir Technologies Inc.(PLTR)$  $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$ 

$Palantir Technologies Inc.(PLTR)$ Institutional interest keeps quietly building in the background. Smart money doesn't chase headlines, it accumulates while retail argues about valuation. Watching the volume patterns lately and it's telling a story. This one's still early for the big players imo.

$Meta Platforms, Inc.(META)$ Strong read from the META call through to the hyperscalers. One of the better perspectives around here. Also called the software and semis rotation months back.

$FuelCell(FCEL)$ My $Palantir Technologies Inc.(PLTR)$  shorts paid well. Profits are going into commons and leaps on this one.

$Palantir Technologies Inc.(PLTR)$  Palantir has won a new U.S. Army TITAN production contract, with the Army awarding it a prime agreement to produce and deliver 8 new TITAN ground station systems: 4 Advanced and 4 Basic. TITAN is the Army's next-generation AI/ML-powered deep-sensing platform, combining data from space, high-altitude, aerial, and terrestrial sensors to generate targeting intelligence for mission command and long-range precision fires. Palantir will serve as the prime contractor, overseeing manufacturing, delivery, and the software powering TITAN, alongside partners including Anduril, L3Harris, Sierra Nevada, Strategic Technology Consulting, and World Wide Technology. Palantir USG President and