To The Moon

The fastest path to long-term wealth starts by accumulating great companies when the market gives you a discount. $AST SpaceMobile, Inc.(ASTS)$  is a $200 stock trading at $68 $ServiceNow(NOW)$  is a $300 stock trading at $119 $Hims & Hers Health Inc.(HIMS)$  is a $100 stock trading at $29 $Celsius Holdings, Inc.(CELH)$  is a $120 stock trading at $24 $Meta Platforms, Inc.(META)$  is a $1,000 stock trading at $588 Great businesses at attractive prices are where patience can pay off. Looking to focus on the names setting up in good groups.

Meta seems to be pushing AI coding tools into a new phase with the Muse Code beta, powered by Muse Spark 1.2. It's designed to run multiple coding agents on the same project while reducing conflicts between workflows. The interesting part isn't just the model performance though. The real advantage may come from the software layer, the user experience, and how well AI gets integrated into actual products. The AI race is shifting. The winners may not just be the companies building the biggest models, but the ones turning AI into tools people use every day. $Meta Platforms, Inc.(META)$  is worth watching.

$Alphabet(GOOG)$ Shorting this company now or at any point in the next 10 years just doesn't make sense. The smarter approach looks like buying and holding for the long term, and I mean a really long time.

$Meta Platforms, Inc.(META)$ Added a small position here, 600c 8/21. This one isn't for the faint of heart, so risk management is key. Discipline over emotions. NFA.

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ The AI infrastructure buildout is far from over. NVIDIA supplies the GPUs. AMD is gaining traction with Instinct accelerators. Amazon continues expanding AWS AI infrastructure. Meta is investing tens of billions into AI compute and next-generation data centers. None of that scales without the servers, rack-scale systems, liquid cooling, and integrated infrastructure to deploy it. That's where SMCI comes in. With a record backlog, m

$Alphabet(GOOG)$ 364 looks like resistance near the open. I do like it, but these things don't usually go straight up. Best to stay careful and buy the dip if it pulls back.

$Alphabet(GOOG)$ GOOG. The weekly chart setup looks really good to me. Feels like a strong scalp candidate right now.

$Meta Platforms, Inc.(META)$ Meta is basically a cash printing machine. Even when Zuck was burning money on the metaverse, it didn't really matter because the legacy apps just kept raking in more cash. You have to spend money to make money. It's not like Facebook, Instagram, or WhatsApp are going anywhere. Why should anyone care if spending is temporarily high?

$Meta Platforms, Inc.(META)$ Long term, the bears can be ignored. This looks like it should be worth 800+ without much trouble. 30% growth, cloud revenue starting to come in, and a 20 PE ratio. No point stressing over the short-term price swings.

$Celestica(CLS)$ A few hours ago this was trading at just 25x FY26 earnings. 25x earnings for a company growing earnings over 80% year-over-year. If that's not value in this market, I'm not sure what is — especially when you factor in the ramping GOOG TPU program and the FY27 commentary: "Revenue growth in 2027 to ACCELERATE BEYOND the 65% growth rate we are anticipating in 2026... Adj. EPS to grow at a faster rate than our revenue in 2027"