To The Moon

$Meta Platforms, Inc.(META)$  Yup, risk vs reward on point. I'll take the risk here.

$Alphabet(GOOG)$  I looked into why a large frontier lab might want to acquire SentinelOne after the recent AI Accord and after major AI lab CEOs highlighted elevated AI risks to humanity. SentinelOne is a key cybersecurity partner of Google with zero debt and about $1.3B in cash when you include their Anthropic investment stake through S Ventures.

$Meta Platforms, Inc.(META)$ One of the bigger names in this theme, but $Ruanyun Edai Technology Inc.(RYET)$  is the tiny one I'm watching. What stands out to me is the shift from the AI narrative toward measurable revenue. Different size, but the move toward real revenue is what matters. Execution is the next thing to watch.

Someone on X who goes by Agentic.A.I said he has already put 4.5 million into RZLV, with more planned for next week. Separately, an independent analyst friend of mine who previously worked at Bear Stearns and Goldman Sachs thinks $Rezolve AI(RZLV)$  has a strong team and can grow the company to a $10 billion valuation. He also noted RZLV is trading well below intrinsic value and sees the $Alphabet(GOOG)$  Google deal as real validation.

$Alphabet(GOOG)$  $Alphabet(GOOGL)$ Rough day. Still, going by the previous release, this should be up 10–12% within 30 days. Either way, I made a small scalp in TQQQ. Probably should have just stayed there and pressed it harder.

$Snap Inc(SNAP)$ Snap looks like the only incredibly undervalued play left compared to $Meta Platforms, Inc.(META)$ , $Apple(AAPL)$ , $Tesla Motors(TSLA)$ , and NVDA. It could go to double, then triple digits.

$Alphabet(GOOG)$ The P/E shows up as 16.8-17, but if you look at the TTM P/E after removing non-recurring items for 2026, it's around 25-29. Forward P/E is around 22-23, which is at a discount to the 10-year average P/E of 27 to 29. So based on forward-looking earnings, GOOG seems like a good buy to me. Technically, it may be poised for a breakout as well. No position yet, but I'm watching it very closely.

$Advanced Micro Devices(AMD)$ $Invesco QQQ(QQQ)$ $SpaceX(SPCX)$ $Meta Platforms, Inc.(META)$  $Advanced Micro Devices(AMD)$ My IRA is doing really well. Early retirement is starting to look like a real possibility. Grateful for that.

$SPDR S&P 500 ETF Trust(SPY)$ Futures are pumping, could rip tomorrow. $Alphabet(GOOG)$  $Alphabet(GOOGL)$  leads.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ All those leaks about Gemini being better than Fable and Opus are true. Anthropic and OpenAI must be feeling the pressure. This is going over 450 by end of year.