$Meta Platforms, Inc.(META)$ Breaking out of the wedge and MACD is reversing. Looking good.

Winning and growing market share. LYFT is gaining market share while becoming the Visa toll booth for all AVs and keeping ride share alive with all the above options 24/7. $Lyft, Inc.(LYFT)$  $Uber(UBER)$  $Alphabet(GOOGL)$  $Alphabet(GOOG)$ 

$Alphabet(GOOG)$ I learned that financial education matters a bit later than I would have liked. At 45, I finally started educating myself and taking my finances seriously. I was $97,000 in debt with no savings or retirement plan. Two years later, I’m in a much stronger position and incredibly proud of the progress. I’m now concentrating on long-term wealth creation, with roughly $550,000 invested and no debt. I’ve also built a Bitcoin portfolio of approximately 5 BTC.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Swiss McSwiss called Google one of the best startup companies on the market. He said the technology they are building with cloud and AI will accelerate AI's takeover of humankind. Though speculative, this company is in the right industry. $Vanguard S&P 500 ETF(VOO)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Meta looks too cheap according to some analysts. "Meta's product pipeline could start flowing following this legal clearing event," just like Alphabet's did, Nowak wrote in a note. Nowak rates the stock at overweight with a price target of $775.

$Rezolve AI(RZLV)$ I'm averaging up on my position, adding a few more core shares for the long run. I've also heard the SQD team is in San Francisco with $Alphabet(GOOG)$ , building together. The view is that this could be considered core critical tools tech for fintech, institutions, banks, and any governments moving to blockchains.

4CHAN.XThis one looks set for a billion dollar meme run. It feels like it was meant to happen.

$NVIDIA(NVDA)$ Amazing GOOGL. I'm disappointed in AAPL. $Meta Platforms, Inc.(META)$ , you are great, hoping you continue. Nice recovery, NFLX.

$Alphabet(GOOG)$ Key numbers from the latest report. Revenue came in at $119.8 billion, up 24% year-over-year and ahead of expectations. Google Cloud revenue was $24.8 billion, up an impressive 82%, driven by AI infrastructure and enterprise AI demand. Search revenue was about $63.3 billion, still growing despite concerns that AI would hurt search. YouTube ad revenue was about $11.0 billion, also ahead of expectations. What investors liked: cloud growth accelerated dramatically, AI products like Gemini, AI infrastructure, and TPU chips showed strong adoption, search remained resilient, and revenue beat Wall Street estimates.

$Meta Platforms, Inc.(META)$ There were 1.2 million bullish calls bought. Things could get pretty wild for a couple of days.

The Cisco/NVIDIA news around AI infrastructure is bigger than it looks. AI infrastructure is running into real constraints on power and heat, and liquid cooling is quickly becoming the answer. Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with Supermicro, combining Cisco networking with SMCI's high-density liquid-cooled GPU servers for NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. TrendForce expects AI-chip liquid-cooling penetration to move from 33% in 2025 to 53% in 2026 and 60% in 2027. That matters because Supermicro has been pushing rack-scale liquid cooling aggressively while AI racks become hotter, denser, and more power hungry. The ecosystem being built: $NVIDIA(NVDA)$  for next-

$Meta Platforms, Inc.(META)$ Just seeing the word "settlement" show up in the media is bullish on its own. Any actual settlement would be a rocket booster.

$Rezolve AI(RZLV)$ When $Alphabet(GOOG)$  resells your software applications and uses your data infrastructure, that says a lot about the underlying technology. This kind of thing wouldn't happen if it weren't solid.

$Rezolve AI(RZLV)$ With this $Alphabet(GOOG)$  news, the market is starting to see Rezolve as more than just a software company — it's really an infrastructure play. That could shift the valuation framework quite a bit.

$Meta Platforms, Inc.(META)$  The development is bullish, but not a "META jumps 10% the next day" type of catalyst by itself. It matters more for the next 1–3 months because Meta now potentially has several AI catalysts clustered together: Hatch launch, then early adoption and pricing information, then Watermelon in October.

$Meta Platforms, Inc.(META)$  Llama 3.1 405B beats GPT-4 on coding benchmarks. Open source is winning the AI race.

$Alphabet(GOOG)$ Long term, the approach is just to keep buying slowly. Once the enormous CAPEX spending slows down, this should reverse and start printing money. Until then, it will likely keep falling. Buffett's position is somewhere around $294, and I expect it to settle around that area. Berkshire will probably be buying heavily at prices below their current average.

$Meta Platforms, Inc.(META)$  The headline suggesting Meta could be on the hook for $1.4 trillion is absurd, and it seems to be a big part of why the stock is getting pushed down right now. That's a worst-case scenario with maybe a 1% chance, yet the market is acting like it's a done deal. A $200 billion fine feels far more plausible. The trial itself doesn't make much sense either. If Meta loses, every platform would have to change how it operates. Autoscroll being compared to watching TV, and likes being called addictive... this whole trial comes across as a bluff.

$Alphabet(GOOG)$  Bull cross on the hourly chart here, 18dma moving above the 50dma while comparing Google to SPY performance. First time this has happened in a couple of weeks. Looks like it tried to completely fill the gap from 333 before. Strong bounce during a period when the overall market was slightly down.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$  Soon people will be saying, "Forgive me Sundar, I was not aware of your game."