To The Moon

$IBM(IBM)$ It's pretty wild to see some of these speculative, overhyped companies trading at 50x P/E, while the clear market leader in quantum computing is sitting at just 18x. The valuation gap is hard to ignore. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Meta Platforms, Inc.(META)$ Watching for a breakout on META. If it can decisively take back and hold the $690–$700 area, I think the path to new highs could open up fairly quickly. Until that happens, it's a waiting game. This is the level where the bulls need to show they're in control—a clean move above it could really shift the whole setup.

$Meta Platforms, Inc.(META)$ Looking at IREN's reported upfront payment of 45% for its AI capacity, it raises a question. Who is willing to prepay that much? If the customers are AI developers or enterprises rather than the traditional hyperscalers, it would challenge the most bearish views on the Neocloud narrative. For context on upfront payments in the sector: - IREN: 45% from AI developers (customer undisclosed) - NBIS: 40% from META These large upfront commitments seem to signal strong demand and confidence in long-term AI infrastructure capacity. The Neocloud story appears to be moving from speculation toward execution.

$Reddit(RDDT)$ Looks like algos are loading up on cheap shares ahead of big tech earnings. If Google rallies, it could lift other ad-based names like Meta and Reddit. Near term, I'm looking at the 200 level.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Wow, the AMD–Anthropic deal is reportedly expected to be larger than the OpenAI and Meta deals. That's a very positive development for AMD.

I've already bought $475,000 worth of $SUPER MICRO COMPUTER INC(SMCI)$  and $Defiance Daily Target 2X Long SMCI ETF(SMCX)$ , along with some call options. I'm planning to buy another $356,000, looking at the strong earnings update. I'm not selling even at $90 because I think it could reach $110+ within six months. The potential for a significant short squeeze is something I'm watching.

$Infleqtion(INFQ)$ The Congressional testimony today is a significant development, and here's why it stands out. First, it involves major government agencies like DARPA, DOE, NASA, and the Department of Defense. Historically, this kind of government visibility has often preceded major contracts, similar to what happened with PLTR. Instead of inviting academic institutions like MIT, NIST, or USGS to testify, Congress specifically invited the CEO of a public company, Infleqtion. The language of the discussion is also noteworthy. It's not just about studying quantum sensing; the focus is on deployment, usage, and surveying, with the goal of integrating data into USGS databases. This ties into a broader strategic context. China currently dominate

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Bulls were close to a recovery recently. They'll likely keep trying.

$Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ Still holding my position while we move through this choppy period. The 4EMA is still below the 21EMA, which suggests some downward momentum. It was a poor close, but it was higher than Friday's on lighter volume. The system would look slightly positive if we close above 67.53.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Dave & Buster's Entertainment(PLAY)$ From where I stand, Dave & Buster's looks like a straightforward play at these levels. They have over 160 locations and a market cap around $360 million. Each store reportedly brings in an average of over $5 million a year, and they seem to be expanding quickly.