To The Moon

$Alphabet(GOOG)$ Last week's dip into the $340s was bought up, and now we have a bottom reversal signal on the daily chart. I see upside continuing here this week.

$Meta Platforms, Inc.(META)$ Just increased my position by 25% at $557 per share. Why? It's trading at a forward multiple below 18x. The growth momentum in AI, ads, and infrastructure is still strong. The market is pricing it as if growth is slowing down... but the execution says otherwise. Why so decisive this time? Sometimes the setup is straightforward: a strong company, a compressed valuation, and a market that's temporarily distracted.

$Alphabet(GOOG)$ I'm still buying Google because there's nothing fundamentally wrong with the company. They can't build data centers fast enough. Only YouTube is over triple the volume they have. I'm buying it for the July earnings.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Alphabet(GOOG)$ That's probably why it's always going up. Big players know something.

$Alphabet(GOOG)$ Bank of America has a Buy recommendation with a price target of $217. That doesn't make much sense; they should be saying Sell. Meanwhile, most other analysts are calling it a Buy with targets ranging from $400 to $475.

$Alphabet(GOOG)$  GOOG is a very unique company, and its products are used worldwide. The company retains over 90% of its users. The biggest profit generator is YouTube. At the moment, Gemini is the one with the most users. These few products could set new revenue and earnings records this summer, coinciding with the World Cup being held in three countries. It's possible GOOG may break the earnings record again this year.

Alright, I'm officially all in on $Meta Platforms, Inc.(META)$  at these levels. Check this out: Revenue up 33% last quarter. Stock down 26% from the highs. Trading at just 18x forward earnings. 18x for 33% growth. That's absurdly cheap. AI monetization is ramping, ads are holding strong, margins improving, cash flow still rolling in. Honestly feels like the market's ignoring the fundamentals while chasing shiny new AI plays. At these prices? I'm scooping shares up. No hesitation.

$Meta Platforms, Inc.(META)$  Meta said it will lease a 168 MW data center being developed by Reliance, with provisions for future capacity expansion.

$Alphabet(GOOG)$ Goldman Sachs reiterated a buy in current AI weakness instead of retreating.

$Alphabet(GOOG)$ The interesting thing about the OpenAI and Anthropic IPOs is that probably in a few years, they'll either have gone out of business or been bought by one of the Magnificent 7. Meanwhile, Google is down but has more potential than either of them.