To The Moon

When CPI prints hot and Fed policy stays tight, retail gets squeezed pretty hard. In that kind of environment, $Riskified Ltd.(RSKD)$  starts to look like more of a safety play for e-commerce. In a high-inflation regime, every consumer dollar is harder to win. Retailers are dealing with rising shipping, inventory, and customer acquisition costs. That's where margin leakage really hurts: 1/ Almost no room for false declines. When demand softens, turning away a real buyer is the last thing merchants want. Legacy filters reject good customers out of fear. Riskified safely approves 1–5% more orders, which directly protects top-line revenue when merchants need it most. 2/ Balance sheet protection. Fraud tends to pick up during downturns. The 100%

$Meta Platforms, Inc.(META)$ I'm long here. Muse has been really solid. We've been backtesting it for two weeks, and the results look excellent. It's just straightforward and it works.

$Meta Platforms, Inc.(META)$ It has now closed below $750 for 10 straight trading sessions. This should be at least a $900 stock, so I don't really get why the market is treating it like something is broken.

Fridays tend to be when stock manipulation shows up. Big tech is moving higher while $Meta Platforms, Inc.(META)$  is down. That pattern basically says it all.

$Meta Platforms, Inc.(META)$ There are a lot of desperate bears out there right now, and that usually feels like a sign it's heading higher without much mercy. I'd still use a stop loss though.

$Meta Platforms, Inc.(META)$ Trump said no Iran strikes, which is extremely bullish. No attack is what we need. Market will go up.

Lease announcements haven't really been moving the stock. We signed $20.2 billion with $Meta Platforms, Inc.(META)$  for PF3 and DF1 and DF2, and the stock barely reacted. The market wants to see execution and real, massive revenue. It wants these contracts to turn into actual construction completion, turnovers, and a revenue ramp. When that happens, this thing is going to explode and re-rate violently. I don't think more lease signings alone will make it blow up. Construction completion and turnover to clients is what I believe will do it, once it starts happening in large numbers in 27 and 28.

$Meta Platforms, Inc.(META)$  Wave (4) pullback is unfolding and could extend as a double correction into the 677–635 zone before upside resumes or a bounce develops. Selling isn't favored here; it looks better to wait for the next bullish setup.

$Meta Platforms, Inc.(META)$ The links in my posts point to public filings that clearly identify the tenant, and the tenant is META. The LLC tenant is a META LLC with its address at META Menlo Park, CA headquarters. This isn't speculation, it's documented. Reading the links I took the time to find settles it.

$ERock, Inc.(EROC)$ $Meta Platforms, Inc.(META)$ $Bloom Energy Corp(BE)$ $Microsoft(MSFT)$ Something worth keeping in mind here is that this is fully diluted, which won't actually happen until mid December when the lockup period ends. Right now there are 48 million shares outstanding, with 28 million shares in the float, and 20% of that float is shorted. Even if you handicap EROC pretty hard, giving it half of Bloom Energy's valuation multiple and using the strictest fully diluted share count, one that accounts for every single insider Class B unit, the math still works out this way. Validating the 2026