$Lumentum(LITE)$ Now that the OpenAI situation has settled down over what turned out to be a typing error, this should get its moment near the sun. A 10-15% run is coming. $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  $Micron Technology(MU)$ 

$Meta Platforms, Inc.(META)$ I'm building a large position from the low $600s down to the mid $500s for what I see as the biggest swing trade I've ever done. I think price gets there.

Meta plans to bring a version of its Muse AI agent to Windows, looking to ride the momentum of the personal agent that has jumped to the top of Apple's App Store, surpassing ChatGPT. Microsoft, meanwhile, is still working to cement its position as a key player in AI. The company has its own AI models, but they trail leading models from OpenAI and Anthropic and aren't at the forefront on performance, according to one benchmark. A recent survey also suggests developers are more likely to have used alternatives. This isn't the first time Microsoft has tried to use the AI boom to drive device sales. $Meta Platforms, Inc.(META)$ 

$Generation Income Properties Inc.(GIPR)$ 25M volume, low floater 2.7M. News out. $Mingteng International Corp.(MTEN)$  $Intercont Limited(NCT)$  $Meta Platforms, Inc.(META)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Meta Platforms, Inc.(META)$ Still bullish above 637.43. The larger bullish sequence remains incomplete, with price working through the final stages of the advance from the August low.

$Tesla Motors(TSLA)$  There's still a solid chance it closes above 382 today, in my opinion.

Everyone seems focused on $Meta Platforms, Inc.(META)$ , but I've also been looking into RYET. What stands out to me is the FY2026 full-year revenue of $7.48M. Different scale, but the shift toward real revenue is the part that matters.

$Micron Technology(MU)$ Invest in who's making the money, not who's spending it. $Amazon.com(AMZN)$  $Alphabet(GOOG)$  $Microsoft(MSFT)$  META. Micron already makes way more profit than any of them, and the memory crisis is still in the early stages. They also trade at a massive discount to the others, and they have much higher growth. Be smart about where you put your money.

$Meta Platforms, Inc.(META)$ I don't care about Claude or whatever AI is supposed to be better. MUSE is already in the apps and works well with multiple social apps I use. It's just so easy. I prefer easy over a 0.1% better AI in a separate app. They're all the same.

$Meta Platforms, Inc.(META)$  EOD it's trying to break out. The $750 call wall sits a bit higher.

Let me get this straight. Pelosi added $Vistra Energy Corp.(VST)$  in January, with the stock in the $160s. Trump bought $Vistra Energy Corp.(VST)$  in February and March. CEO Jim Burke just bought $1.2M of $Vistra Energy Corp.(VST)$  at around $135. His first buy since 2023. Meanwhile: - 13x forward earnings - Down 35%+ from ATH - 20-year nuclear PPAs with $Meta Platforms, Inc.(META)$  and $Amazon.com(AMZN)$  (around 3.8 GW) - AI power demand is a structural bottleneck - FY26 EBITDA and FCF expected to grow 20%+ Right now

$SPDR S&P 500 ETF Trust(SPY)$ Just my take, but I do think smart money will be rotating some profits out of the biggest winners and into laggards like $Tesla Motors(TSLA)$  $Alphabet(GOOGL)$  AMZN.

$Advanced Micro Devices(AMD)$ The market is still underestimating how deeply AMD is getting embedded into the AI infrastructure stack. Look at four of the biggest names deploying or backing AMD silicon: $Microsoft(MSFT)$  with Azure AI infrastructure, $Meta Platforms, Inc.(META)$  with massive AI/data-center deployments, $Oracle(ORCL)$  with AMD-powered OCI cloud infrastructure, and OpenAI with a major strategic AI relationship and future compute demand. That is an elite customer ecosystem. AMD doesn't need to replace $NVIDIA(NVDA)$  to win. It just needs

Two notable closes breaking through to above-cloud positions last week were $Communication Services Select Sector SPDR Fund(XLC)$  constituents, not $Technology Select Sector SPDR Fund(XLK)$ : $Meta Platforms, Inc.(META)$  and $Walt Disney(DIS)$ 

$Robinhood(HOOD)$ Trump and US regulators are moving to bring perpetual futures to the US, covering everything from precious metals to oil and equities. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  BTC.X $Meta Platforms, Inc.(META)$ 

$Robinhood(HOOD)$ Iran Offers US New ‘7-Day’ Ceasefire Proposal – FT $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  BTC.X $Meta Platforms, Inc.(META)$ 

$Fastly, Inc.(FSLY)$ $Meta Platforms, Inc.(META)$  ... most people still don't realize what MUSE could set off.

$Tesla Motors(TSLA)$ Just added to my $400 Oct 1 calls. Feels like easy money here.

$Tesla Motors(TSLA)$ Looking at the last 4-hour candle, unless there is a drastic change, the setup still points higher toward 383.

$Meta Platforms, Inc.(META)$  Built Muse around a secure VM, approvals, and an audit trail. The $Maase Inc.(MAAS)$  white paper is addressing the same enterprise issue: agents need controls outside the model.