To The Moon

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$ PayPal would combine the world's largest consumer social/AI distribution with one of the world's largest consumer payment networks. Meta knows what consumers are interested in; PayPal knows what they actually purchase. In an agentic-commerce world, combining intent, advertising, AI agents, payments and transaction data could create a powerful closed-loop commerce ecosystem. Wall Street will love this acquisition. A $100 billion price tag will get this done.

$Meta Platforms, Inc.(META)$ Prosperity starts with freedom. Individuals and companies need to be free to create, issue, custody, transfer, and use digital assets. Privacy should be protected, competition encouraged, and people allowed to build wealth.

$Meta Platforms, Inc.(META)$ I went all in on this in my tax-sheltered account and I'm up massively in percentage terms since April.

$Meta Platforms, Inc.(META)$ I've been an IPO holder for a long time. It finally looks like this might pay off.

$Meta Platforms, Inc.(META)$  The market is in recovery mode right now. I think it could bounce strongly from here.

Bullseye CEO Showdown: Matt Murphy ($Marvell Technology(MRVL)$ ) vs. Hock Tan ($Broadcom(AVGO)$ ) A matchup between the old guard and the new guard in semiconductors. Matt Murphy ($Marvell Technology(MRVL)$ ) represents the new guard. After 20+ years rising through Maxim Integrated, he took over Marvell in 2016 at age 44 when the company was in turmoil. He executed a turnaround, moving away from legacy consumer and storage lines to pivot entirely into data center infrastructure, high-speed optical interconnects, and custom AI silicon. Through acquisitions like Cavium ($6B) and Inphi ($10B), he built Marvell into a key hyperscaler partner powering o

$ERock, Inc.(EROC)$ EROC is shaping up to be a serious competitor to Bloom Energy in supplying natural gas power to AI data centers. It wouldn't surprise me at all if it reaches $30 soon.

$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$  Meta Muse and PayPal working together directly on autonomous AI shopping seems pretty likely, since the two companies already went deep on social commerce integration earlier this year. That said, when Meta Muse officially launched in September 2026, Stripe was brought in as the primary exclusive launch partner for native agentic checkout. There are a couple of reasons deeper integration feels probable. Back in April 2026, Meta and PayPal expanded their partnership to allow one-tap shopping directly inside Facebook and Instagram feeds. The technical infrastructure connecting PayPal's wallet to Meta's ecosystem is already

$Snap Inc(SNAP)$ 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.