$Snap Inc(SNAP)$ After watching the Specs event, I'm extremely bullish. The glasses look far more advanced than anything $Meta Platforms, Inc.(META)$  has released.

$Meta Platforms, Inc.(META)$  TP HIT. $5.70 to $8.95, up 57% on the 675C 9/16. $Meta Platforms, Inc.(META)$  TP HIT. $4.60 to $6.85, up 49% on the 690C. Two clean wins on META.

Meta has launched Meta One, a new subscription service that expands AI access and adds features across Instagram, Facebook, WhatsApp and Meta AI. The company says it has already reached 15 million subscriptions and trials. More than 50 features are included, while the core experience across Meta's apps and Meta AI will remain free. Meta One offers individual and bundled plans for consumers, creators and businesses. Individual plans start at $2.99 per month, consumer bundles at $7.99, and creator and business bundles at $14.99. The Core and Premium bundles combine existing subscription features with expanded AI capabilities, including media generation through Meta AI, image creation and editing, Muse-powered video generation and in-app tools like Instagram's Restyle. More than half of early

$Meta Platforms, Inc.(META)$  No one is actually slowing down on AI. If Anthropic and OpenAI really are pulling back, that only benefits META and SPCE since both are going all in on AI.

$Meta Platforms, Inc.(META)$ Do your own work and thinking, but per the latest Q update as of June 30 META had invested some $8B in Anthropic, which represented some 21% ownership. On that, their unrealized gain recognized to date was roughly $200B, but that was premised on a valuation of only $1 trillion. Current calendar and pricing talk is that they are scheduling the road show as soon as later this month, with a cover price of $2 trillion. If that is correct, META will have another $200B of unrealized investment gain to recognize in the Sep Q. The uncertainty as I write is how soon the incremental $6B META is supposedly putting into Anthropic, and if that is all equity, the gain will be bigger than noted above, some $150B bigger. I look f

$Broadcom(AVGO)$ The earnings call is going well. Nice recovery. Hock Tan pointed to strong accelerating momentum in AI custom accelerators and networking, noting Q3 AI semiconductor revenue jumped 221% YOY to $16.7B. Management expects Q4 AI semiconductor revenue to accelerate further to $21.7B, up 236% YOY, which reinforces that the structural hyperscaler demand cycle across key partners like $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , and OpenAI is still fully intact and scaling fast.

$Meta Platforms, Inc.(META)$ A breakout looks likely between September and November. I'm hoping it turns out to be a leg up. I've started slowly accumulating, but I'll wait for a clear and confirmed breakout to the upside before adding more.

$Meta Platforms, Inc.(META)$ What draws me to this one is that it has tested the 540 level three times and held. That looks like solid support to me. The lawsuits are behind them now. From here, I think there is at least 10 percent upside through year-end, and AI innovation could be a wild card catalyst.

$Alphabet(GOOGL)$ Technical indicators are weakening. Price has fallen below the 20, 50, and 100 moving averages. Only 15 bucks to reach the 200 MA. It has fallen below the mid-Bollinger Band and is heading toward the bottom band near $330. RSI fell below 50 and is now at 43, pointing downward. MACD made a bearish crossover and has fallen into negative territory. There is a gap that was left unfilled at $305. Not confident it can go that low, but that would be a terrific entry. It's just too early to be in hyperscalers for any major run until capex slows and new data centers come online, but when they do, hyperscalers will be the best sector to be in — perhaps in 12-18 months. $Microsoft(MSFT)$ 

$Meta Platforms, Inc.(META)$ Looking strong with call buyers piling in after that $18B settlement. Today's intraday action is wild. 0DTE call sweeps clustered between $570 and $590, with about 87% of the premium in calls and 1.9x options momentum on InsiderFinance. Seems like the broader positioning is leaning toward a push past $600 into Q4. Over the past few sessions, those big Oct 16 $620C and Nov $600 to $670C sweeps show a clear upside bias. META's up 5.7% in five days. With legal risks lifted, expect more volatility. Spreads or hedged positions might be the safer way to approach this if you're riding the move.

$Vistra Energy Corp.(VST)$ Why all the hate? The company is profitable, cash-generating, earnings are growing, share count is shrinking, and it already has multi-decade power agreements locked in with $Amazon.com(AMZN)$  and META. Add in massive AI/data-center power demand, and I still think the long-term setup is pretty compelling. What am I missing?

$Meta Platforms, Inc.(META)$ It's funny how they're trying to dictate META. If this case actually sticks, then everyone with diabetes should sue Coca-Cola and McDonald's for being overweight. Sue bottled water companies for cancer. Where does this end?

$Meta Platforms, Inc.(META)$ Taking a bath on these puts right now, but even if I get assigned I am fine with it. Basis on the $19 strike is .63 per contract, and $0.65 on the $18.5 strike. Assignment on the $19 would mean 300 shares of $Direxion Daily META Bull 2X ETF(METU)$  at an $18.37 cost basis, which works for me. Next week will decide how the $18.5 strike plays out, and I am collecting $537.50 in premium over the next 7 trading days.

$Meta Platforms, Inc.(META)$  Nice opportunity to add calls here. Should be back to 570 soon if 545 can hold. Big day coming up tomorrow.

$Meta Platforms, Inc.(META)$ Once the market realizes the lawsuit is a non-event, this could get back to $680 pretty quickly. Easy money.

$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$  SNAP understood from day one that what Meta was doing wasn't great. That's why when you open Snapchat it goes straight to the camera, then encourages the core use case of messaging people you actually want to talk to directly. Not landing on an endless divisive feed full of misinformation. Snap then kept going with stories that disappear, rather than staying there and dragging on. Meta and its investors thought Snap was just a feature to copy. Clearly not. People want a break from Meta and the ideas it supports.

$Meta Platforms, Inc.(META)$ Still holding up well with a higher close than the prior session, and still trading above the 9ma. That doesn't look like bearish price action to me.

$AST SpaceMobile, Inc.(ASTS)$ People are seeing the $Meta Platforms, Inc.(META)$  news and buying right through the overnight session. The momentum feels pretty bullish. Looks like there's a chance to retest $90 this month.

$Reddit(RDDT)$ $Meta Platforms, Inc.(META)$  $ServiceNow(NOW)$ This is the kind of game market makers play. Punish the stock on good earnings and sell it off, then run it right back up in a matter of days.

$Meta Platforms, Inc.(META)$ Meta basically said the same thing as Microsoft on expenditures, they just messed up the explanation. Still, the stock shouldn't be down this much.