To The Moon

$ServiceNow(NOW)$ $CrowdStrike Holdings, Inc.(CRWD)$ $iShares Expanded Tech-Software Sector ETF(IGV)$ $Palantir Technologies Inc.(PLTR)$ Now that Oracle, Microsoft, Adobe, and other software companies are done with their selloff, IGV should get back on track. This NOW 4-hour chart looks like it could easily revert back to the 110-115 area for a test. Agentic AI is the next big money maker in the AI space. I added some NOW at 4.92 near the end of the day here. Will consider adding more if it fills the gap at 96.

$Meta Platforms, Inc.(META)$ The pullback from the peak reached the daily blue box area and provided a clean swing-buy opportunity. Long positions should be risk-free now; watch for follow-through above the recent high to confirm continuation.

$Palantir Technologies Inc.(PLTR)$ Expect a short-term pullback as the market digests the SpaceX deal, similar to what happened with $Meta Platforms, Inc.(META)$  after Facebook's IPO years ago. But it'll come back – it's just too important.

$Ondas Holdings Inc.(ONDS)$ Looks like it's about to level up in a big way. They're launching LADOS – a unified command-and-control system that links sensors, drones, robots, and effectors for fully autonomous defense operations. When paired with SkyWeaver (powered by $Palantir Technologies Inc.(PLTR)$  AI), LADOS isn't just another drone product. It feels more like the backbone of a next-generation defense "systems-of-systems" platform. This could be the pivot from niche hardware to a full-scale defense AI ecosystem. Keeping an eye on this one.

$Meta Platforms, Inc.(META)$ It'll probably be up by the end of the day, but I'm still disappointed it went under $600. The performance has been weak. This one might need good news, like a U.S. government investment, to see any significant movement. I hope I'm wrong about that.

$Palantir Technologies Inc.(PLTR)$ Earnings exceed expectations every quarter and the price is still at a low. It's simply a great buy.

Bill Ackman recently shared a perspective that investors are repeating the mistakes of 2000, chasing hype and ignoring quality. One stock he pointed to is META. Here's why I'm paying attention: 5-Year Revenue CAGR: 15.2% Forward P/E: 18 Consensus Price Target: $826 Implied Upside: 39% Honestly, while everyone gets hyped about the latest AI or meme stock, $Meta Platforms, Inc.(META)$  quietly keeps delivering real growth. It feels more like the kind of name you seriously consider owning, not just watching.

The market is at all-time highs, but the tape is very one-sided right now. AI names are driving most of the upside, while quality growth stocks are quietly getting discounted in the background. From a long-term investor's perspective, this is where I'd start scaling in: $Amazon.com(AMZN)$  $Meta Platforms, Inc.(META)$  $MercadoLibre(MELI)$  $Reddit(RDDT)$  $Robinhood(HOOD)$  These aren't hype trades—they're structural winners tied to AI, advertising, fintech, and digital platforms. Dips in strong businesses are opportunities in a trend-driven market. Sca

$Palantir Technologies Inc.(PLTR)$ The big players might be about to start loading up again. Let's see what happens next.

This one is for the math enthusiasts. If $Space Exploration Technologies Corp(SPCX)$  is valued at $1.77T on $18B in revenue, that implies a price-to-sales multiple of roughly 98x. Apply that same multiple to $Meta Platforms, Inc.(META)$ , which generates over $200B in annual revenue, and the theoretical valuation would be around $20T–$22T, or roughly $7,800–$8,600 per share based on today's market cap and price. Obviously, META won't trade at a 98x revenue multiple. That's not the point. The point is the valuation disconnect. META is wildly profitable, dominant, cash-flow rich, and leveraged to AI, yet it trades at a normal earnings multiple, while hype assets command absurd revenue multiples.