To The Moon

$Meta Platforms, Inc.(META)$ It has quietly compounded operating income at about 25% annually over the last 10 years. That's roughly a 750% increase in operating income over a decade. Honestly, that kind of consistency in a mega-cap company isn't something you see often. What stands out more to me is not just the number, but the durability behind it. Through cycles, ad slowdowns, and heavy capex phases, the business still kept compounding. Why it still matters today: Ads across Instagram and Facebook are still the core cash engine. AI is now improving targeting efficiency and ROI for advertisers. Scale advantage keeps pulling more budget away from smaller platforms. This isn't a "story stock" trading on hype. It's a compounding machine that k

$Invesco QQQ(QQQ)$  FedEx $FedEx(FDX)$  Q4 results are out. EPS $6.31 beats the $5.96 estimate. Revenue $25.0B also beats the $24.04B estimate. Full-year guidance: adjusted EPS $16.90-$18.10, with revenue growth of about 11%.

$SPDR S&P 500 ETF Trust(SPY)$ All within the expected moves for June. $Invesco QQQ(QQQ)$  They'll buy it back up, and viciously. Big players just need to rebalance profits.

$Meta Platforms, Inc.(META)$ Looks like it's setting up nicely for a squeeze.

My current favorite MAG stocks that I'm holding and aggressively dollar-cost averaging into: $Meta Platforms, Inc.(META)$  – The advertising machine is unstoppable. Reels, WhatsApp, and AI-driven efficiency are driving insane margins and cash flow. It remains the top play in social and the long-term metaverse/AI space. $Amazon.com(AMZN)$  – AWS is the cloud leader, e-commerce is a cash cow, and they're executing well in logistics and advertising. Every meaningful dip feels like an opportunity. $Alphabet(GOOGL)$  – Dominant in search, with a strong YouTube business, growing Cloud segment, and AI leadership through DeepMind. It's trading at a reason

$Micron Technology(MU)$ $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ MU up 3.5% in the last 30 minutes... at this pace, it could be a $2T market cap by the end of summer.

$Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ I just added $7k to AMZN and $3k to META while the price dislocation is available. Those shorting these names might want to get out now if they hurry.

$Meta Platforms, Inc.(META)$ This is the lowest P/E stock in the Mag 7, while maintaining 30% growth and record revenue. It's just incredible how they're still managing to take it lower and lower, despite already significantly lagging behind the market and even Microsoft. It's absolute insanity.

$Invesco QQQ(QQQ)$ The new Fed Chair Warsh just launched five task forces to rethink policy-making from top to bottom. No chair in recent memory has gone this big. Why does it matter? The Fed sets the rate behind every mortgage, loan, and market move. What many don't realize is that this is actually very bullish. There won't be a rate hike unless something fundamentally changes. Mark that. Oil is coming back down. Inflation will cool—it was a blip due to high energy prices. Take energy out, and we're cooling. I'm watching $SPDR S&P 500 ETF Trust(SPY)$  closely.

$Meta Platforms, Inc.(META)$ Someone came in late in the day and bought a lot of META across a wide price range, pushing the stock above 180. That was a big move.