If I were to pick just five stocks to hold until 2028, my choices would be $ServiceNow(NOW)$  at $104, $Meta Platforms, Inc.(META)$  at $645, $SoFi Technologies Inc.(SOFI)$  at $17, $Amazon.com(AMZN)$  at $250, and $American Express(AXP)$  at $352. It's not about chasing trends or frequent trading. It's about selecting companies that seem to have durable competitive advantages, long-term growth potential, strong execution, and the ability to compound over time. The idea isn't to time every market move, but to own solid businesses and let time do its work.

$Meta Platforms, Inc.(META)$  The outlook for META looks quite strong for the rest of the year, with all parts of the business growing. I think we could see it get over $700 soon, maybe even around the next earnings report.

My base case for $Meta Platforms, Inc.(META)$  by 2030 is a price target of $1,520. That works out to a compound annual growth rate of about 24% from the current level. I don't think you need to make any particularly aggressive assumptions to get there. If the company's execution ends up being better than expected, the setup looks even more attractive. From where I stand, the risk/reward profile here is hard to ignore.

$Palantir Technologies Inc.(PLTR)$ Once the numbers speak for themselves, the negative narrative becomes irrelevant. That's when Palantir will really take off. It feels more like a matter of time.

$Palantir Technologies Inc.(PLTR)$  Honestly, this looks set to keep rising into the earnings report. The real question is what happens afterwards—will the momentum continue, or will we see a drop? That's the part no one can be sure about.

$Palantir Technologies Inc.(PLTR)$  It seems like there's an effort to push people out of AI positions. I'm not trying to time the market, so I'll just keep holding. I've seen this pattern before when talk of a market crash starts to circulate; it felt like investor manipulation at the time.

Looking at the weekly chart, it's breaking out of a downtrend that's been in place for almost a year. The move really took off after META held that major demand zone near $550. That shows some solid buyer conviction and looks like institutional accumulation. The recent price action gave a pretty clean 200% scalp from the PWH support/resistance flip. It seems momentum has shifted back to the bulls. Post-market, META is holding above those key breakout levels. As long as buyers keep defending that zone, the next potential targets are higher. I'm watching for continuation, volume expansion, and any retest of support for the next potential setup. $Meta Platforms, Inc.(META)$  stays on my watchlist. Charts tend to tell the story before the headlin

$Meta Platforms, Inc.(META)$ It's quite a turnaround from where we stood not long ago. It feels like we've gone from the toothless old hag at the bar to the bar-room queen.

$Apple(AAPL)$ There's talk that Apple might be looking to buy some AI chip companies to boost its AI efforts. Right now, it feels like Microsoft, Meta, Amazon, and Google are the ones really spending on AI infrastructure. But if Apple jumps in through acquisitions, it could speed up its own AI investments and maybe even increase its future capital spending plans. Seeing the issues others have had with relying on external compute and partnerships for advanced AI models, Apple might be figuring out that owning more of its own AI infrastructure is key. A big move by Apple into AI hardware could open up new opportunities in areas like optical networking, semiconductor foundries, and the wider AI supply chain. The market might not have fully consi

$Palantir Technologies Inc.(PLTR)$ The key reversal zones at $106 and $118.8-$122.64 both held as expected. PLTR is now building a higher low and testing the daily MA50 and volume profile resistance near $135. A reclaim above $135 would mark an important technical recovery step. One level at a time.

$Palantir Technologies Inc.(PLTR)$ from 122 to 134. Sellers got played.

$Palantir Technologies Inc.(PLTR)$  Palantir is still being deployed in high-profile, high-security environments across key sectors. The growth outlook for the next two years looks strong. I'm continuing to add on dips and hold.

The spending cycle for AI infrastructure seems to be picking up speed. According to Morgan Stanley, the combined capital expenditure from the major players could reach significant levels in the coming years. For $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , and $Meta Platforms, Inc.(META)$ , the total CapEx is projected to be around $1.2 trillion in 2027 and roughly $1.4 trillion in 2028. Another key point is the potential expansion of available computing capacity, which could increase from about 30GW in 2025 to nearly 120GW by 2028—a fourfold jump.

$Palantir Technologies Inc.(PLTR)$ Seeing Tim Cook's involvement with the OpenAI lawsuit and Satya Nadella's essay quoting Palantir and Karp twice, it feels like a strong signal. It essentially confirms that if you're not using Palantir, you risk losing your proprietary data and IP to the LLMs.

$Meta Platforms, Inc.(META)$ It's reclaiming the neckline support after that double bottom. That's the kind of move that often goes under the radar. If it holds this level, the $500 range could start to look more like a point we've passed rather than the target. I'll be watching how it behaves on the next pullback.

$Oracle(ORCL)$ I think Oracle might still be one of the AI infrastructure plays the market hasn't fully grasped yet. Looking ahead, their profits are projected to triple over the next three years. Meanwhile, the stock is trading below 10x expected 2029 earnings. The real story is the OCI growth. Oracle Cloud Infrastructure is expanding fast, up 93%, and their remaining performance obligations backlog has grown to around $640 billion. The main thing to watch now is execution. If demand from $Meta Platforms, Inc.(META)$ , OpenAI, and other AI clients keeps converting that backlog into actual revenue, Oracle could position itself as the fourth major AI cloud player before the market fully prices th

Looking at the Magnificent 7 from a valuation perspective, $Microsoft(MSFT)$  is starting to look more interesting. I compared current earnings value to future growth expectations for the group. One key observation: $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$  all have a smaller portion of their valuation tied to future growth compared to the broader index. $Alphabet(GOOG)$  is a bit of a special case due to its search dominance, but $Meta Platforms, Inc.(META)$  and

Looking at the current earnings of the Mag 7, I compared how much of each company's valuation comes from today's profits versus future growth expectations. What stood out is that $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $Alphabet(GOOG)$  have a much smaller percentage of their value tied to future growth compared to the broader index. While $Alphabet(GOOG)$  has its own story with search dominance, $Meta Platforms, Inc.(META)$  and $Microsoft(MSFT)$  are the ones that really caught my attentio

$Meta Platforms, Inc.(META)$ This stock is making a comeback.

$Meta Platforms, Inc.(META)$ The stock tested its 200-day moving average today. It could test that level again soon. A sustained move above that average would be a positive signal.