$Invesco QQQ(QQQ)$ For the first time ever, ZETA is the top holding in the public account. After a strong quarter, it feels well deserved. ZETA and NBIS together now make up nearly 60% of the portfolio. The account invests $100 a week and tracks the process. The public account is currently up 21.85%, compared to SPY at 12.78% and QQQ at 16.64%. That shows some decent relative strength, but concentration also means higher volatility. I'm watching whether ZETA can hold its breakout structure.

$Meta Platforms, Inc.(META)$ Glad I picked up some calls on Friday. Looks like 650 is on the way.

$Oklo Inc.(OKLO)$ $Meta Platforms, Inc.(META)$ They've locked down land at a former gaseous diffusion plant site in Southern Ohio. The vision for this location has been expanded into a large campus with the capacity to generate up to 1.2 Gigawatts of power. It's heavily backed by their partnership with Meta, which includes a mechanism for Meta to prepay for power to help fund early development.

$SanDisk Corp.(SNDK)$ and still at $1300 this has had a monster year. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

I've started tracking $Alphabet(GOOG)$ , $Oracle(ORCL)$ , and $Meta Platforms, Inc.(META)$ , which have the cheapest P/E ratios among mega caps, looking for a 30-40% gain over the next 6-9 months. The last time we had fun with all of them hitting multiple ATHs. 1. ORCL: $190 - $205 2. META: $720 - $900 3. GOOG: $475 - $525

$Meta Platforms, Inc.(META)$  META has been one of the worst-performing MAG7 stocks year to date, but the revenue side still looks strong. Revenue grew nearly 28% year over year, driven by three main factors. Family daily active people hit 3.60 billion on average for June 2026, up 3% year-over-year. Ad impressions across the Family of Apps rose 14% year-over-year. Average price per ad increased 12% year-over-year. Those three together pushed Q2 revenue past $59 billion. The headline EPS miss looks less worrying once you dig into the reasons. Meta recorded around $2.4 billion in legal charges and $1.18 billion in severance expenses. Strip out those one-time costs and the core business performed well. The sell-off

$ProShares UltraPro QQQ(TQQQ)$ Here's the setup before further upside, looking at the 1-minute chart. Right at the open, bulls took VWAP with a clear pickup in buying pressure. The 4-hour RSI is also aligned with the bullish trend, which makes continued upside more likely. That played out pretty well. When order flow is bullish, fighting the trend doesn't make much sense to me. Price targets for this setup are 74.00 and 74.50+.

$SPDR S&P 500 ETF Trust(SPY)$ Solid day. Made a nice $3,700 on SPY and QQQ calls. Seems like a lot of people came out ahead today.

Looking at $Meta Platforms, Inc.(META)$  to start the week. The valuation still stands out a bit against the growth story in my view. Trading around a forward 2027 P/E of 15x with a consensus price target near $762, the market seems to be pricing in a lot of doubt around AI spending. But the bigger picture is shifting. Recent results across the mega-cap tech space are showing that AI compute demand remains extremely strong, and the infrastructure buildout is creating real economic value. The question isn't whether Meta is spending heavily on AI. It's whether those investments continue turning into stronger revenue growth, better efficiency, and higher long-term earnings power. I'm watching how the market continues to value AI leaders as the n

$Meta Platforms, Inc.(META)$ Right now it's doubling the Nasdaq's performance. I think 700 is on the table within weeks. It feels like all the bad news has already been priced in, so from here it's mostly just room for bullish surprises.

$Rigetti Computing(RGTI)$ $Quantum Computing Inc.(QUBT)$ $IONQ Inc.(IONQ)$ $D-Wave Quantum Inc.(QBTS)$ Is it finally quantum mania time? $Invesco QQQ(QQQ)$  I'll be impressed if we can get another green day.

$ProShares Ultra Bloomberg Crude Oil(UCO)$ The Senate failed to pass the measure limiting Trump's Iran war powers, so the conflict looks set to drag on for months. Oil is spiking right now. $United States Oil Fund LP(USO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  An oil hedge is worth its weight in gold.

$Meta Platforms, Inc.(META)$  Excluding the one-time legal cost, earnings would have been EPS 7.58. These dislocations are where wealth is made.

$Invesco QQQ(QQQ)$  I'm calling the top of this Wave 3 at $775. I think that ends up being the highs in 2026.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  $iShares Semiconductor ETF(SOXX)$ $NEBIUS(NBIS)$ $Defiance Quantum ETF(QTUM)$ Looks like the algos have finally come around to the idea that rising capex from big tech isn't some bearish signal for the hyperscalers. If anything, it's incredibly bullish.

$Navios Maritime(NM)$ Nasdaq 100 Index futures have hit the 50% Fibonacci target. The chart is fighting for support around this zone, but it has been a slippery slope on the 4-hour and 1-hour cloud charts. I'm watching for any support to hold around these levels. Price action needs to climb back above the cloud for the cloud chart to turn bullish. Risky times.

$Invesco QQQ(QQQ)$ Didn't think I'd be saying this, but it feels like the worst is over. Apple earnings could still drag things down a bit, but at this point most of the damage looks like it's already been absorbed. I'm buying at these levels.

$Meta Platforms, Inc.(META)$ Meta could earn $30-$35 next year. With a reasonable 25 multiple on that, the math works out to around $750-$875 per share. This looks like a solid entry point. The negative noise around capex returns doesn't really match what the numbers are already showing — revenue this quarter was up 28% YoY.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ When a stock is declared to have entered correction territory, that's often when inexperienced traders start buying.

$Invesco QQQ(QQQ)$ Honestly, a quick flush down to 550 might not be the worst thing. It could clear things out and set up a much cleaner move higher from there.