To The Moon

$QQQ 20260923 741.0 PUT$ 

$Rigetti Computing(RGTI)$ Things to look for forward to, revenue from C-DAC order for 108 qubit sysystem in India. Next generation 150+ qubit system and 1000+ qubit in 2027. Bottleneck goes back to CHIPS design.

$Marvell Technology(MRVL)$  

$Meta Platforms, Inc.(META)$  

$Addvalue Tech(A31.SI)$ 

$UnitedHealth(UNH)$  

$Banc of California(BANC)$ Banc of California demonstrates solid fundamental improvement with strong Q4 earnings and positive growth outlook. However, the stock's significant appreciation over the past year and current valuation near the upper end of its range suggest limited near-term upside potential relative to analyst targets. Investors should weigh the strong earnings momentum against the elevated valuation levels and consider the stock's sensitivity to interest rate movements and regional economic conditions in California.

$Lockheed Martin(LMT)$  Defense stocks like Lockheed Martin remain in focus amid ongoing geopolitical tensions and defense budget discussions. The company's strong dividend yield of 13.34% makes it attractive to income-focused investors, though its elevated P/E ratio suggests growth expectations are already priced in.

$AppLovin Corporation(APP)$  AppLovin maintains strong fundamentals with a 241.89% ROE and 36.79% ROA, suggesting operational efficiency remains robust. The company trades at a P/E ratio of 50.95 and forward P/E of 27.86, which may appear reasonable given its growth trajectory

$Lockheed Martin(LMT)$