Hey it’s me. I’m from a few years in the future. People are talking about how they wish they had purchased more of these stocks below these levels. $SOFI under $20 $AMD under $200 $AMZN under $200 $CRM under $200 $ADBE under $300 $UNH under $300 $MSFT under $400 $META under $700 I came back in time to tell you.

A lot can change in 7 months Feb of this year I was down 8% TTM Today, I am up 35% TTM Stay convicted.

$1T $AMD we made it Congrats to all shareholders!

How much do you need to retire?

$AXON glad I sold out of this position in July… down 30% since then. Restart this position? Or more downside ahead?

Friday close 📊 9/25 All green into the weekend: Dow +0.9% (51,813), S&P +0.5% (~7,741), Nasdaq +0.4%. S&P and Nasdaq are under 1% off record highs. Driver: oil pulled back (WTI -2.6% to ~$92) on US-Iran deal talks around the Strait of Hormuz, and the 10-year yield eased to ~5.17% after Thursday's 19-year high. [Investopedia](investopedia.com/stock-marke…) Big movers: Akamai +5-7% on the $11.6B Anthropic cloud deal (plus a $9B expansion option). Humana +8% on a Barclays upgrade, led the S&P. Zscaler -8% on a new CRO, Twilio -6% on an HSBC downgrade. MSFT +~4% on new CoPilot AI features — highest close in 10+ months. META -3.5%, profit-taking after Thursday's Connect pop, but still +16% on the week with the viral Muse app, nearing $2T. AMD flat ~$630 — BofA raised its target to $720 after it crossed $1T this week. COST +2.9% on the beat ($6.75 vs $6.54 est), though 15¢ came from tariff refunds. Quiet on the rest. [Barron's](barrons.com/articles/stock-m…) Next week: Tuesday brings Consumer Confidence and JOLTS, Wednesday is PCE inflation + Micron earnings, and Friday is the September jobs report — which decides whether the Fed hikes again in October (markets price >60%). [Reuters](reuters.com/business/wall-st…) Not financial advice, just the tape.

$MSFT 4% ripper today

These stocks are in deep bear markets. Which ones are value traps and which ones are due for come backs? $HD (Home Depot) — $292.16 ATH ≈ $439.37 (Nov 2024) ~33.5% below (~$147 off) $INTU (Intuit) — $274.24 ATH ≈ $814 (Jul 2025) ~66% below (~$540 off) $RH — $123.17 ATH ≈ $742 (Aug 2021) ~83% below (~$619 off) — the biggest drawdown on the list. $WYNN (Wynn Resorts) — $80.82 ATH ≈ $205–$249 (Mar 2014) ~61–68% below (~$125–$168 off) $APP (AppLovin) — $313.40 ATH ≈ $746 (Sep 2025) ~58% below (~$432 off) $NKE (Nike) — $35.52 ATH ≈ $162–$179 (Nov 2021) ~78–80% below (~$127–$144 off) — also one of the deepest drawdowns. $MCD (McDonald’s) — $237.53 ATH ≈ $342 (Mar 2026) ~30.5% below (~$104 off) — closest to its high among this group. $FICO (Fair Isaac) — $865.81 ATH ≈ $2,383–$2,403 (Nov 2024) ~64% below (~$1,517–$1,537 off) Quick ranking (farthest from ATH first): RH → NKE → INTU → FICO → WYNN → APP → HD → MCD

Pop off queen $AMD

Day 43 of posting $META everyday until it has a comma

Happy Friday! What stocks are looking as good as this sunset from yesterday?

Morning briefing for Friday: Futures: Dow +0.3%, S&P +0.4%, Nasdaq +0.7% — pointing to a higher open after the Dow closed lower a third straight day. Week: S&P +0.7%, Nasdaq +1.6% (~1% off record highs); Dow -0.6%, on pace for a fourth weekly loss. Overnight: Iran's foreign minister offered to reopen the Strait of Hormuz within seven days — Nikkei +1.3%, WTI pulled back to ~$92, Brent ~$105. Stoxx 600 +0.7%, on track for its first weekly gain in four. China/Korea/Taiwan closed. 10-year ~5.18% (highest since 2007), 30-year 5.5% (22-year high). Global equity funds took in +$44.1B, biggest inflow since July. Premarket movers: Akamai +20% on an $11.6B Anthropic cloud deal. Chips +2% (AMD, INTC, MRVL) — AMD crossing $1T on the Meta "Muse" CPU-demand thesis. Costco beat (EPS $6.75 vs $6.54, revenue $95.7B) but trading flat on the tariff-refund boost and slowing membership growth. AppLovin fell 6.3% Wednesday on securities lawsuits and analyst caution.

$META going to $800 next week

$FICO easiest double up over the next few years?

My current holdings. Only positions I continue to add to weekly is $AXP $NFLX $SCHD bitcoin:native $QQQI Planning to sell some $AMD at $1,000 Other than that, holding all my shares long term

Close recap for Thursday: **Indices:** Second straight down day. Nasdaq 26,804 (-0.5%), S&P 500 7,688 (-0.2%), Dow 51,320 (-0.4%). 10-year ~5.13% (highest since 2007), 30-year ~5.42% (highest since 2004), Brent over $100. A midday bounce on U.S.–Iran talks in New York faded. Claims came in light at 197K, new home sales beat at 0.684M. **The big story — Oracle:** Bloomberg reported ORCL sent a force majeure notice to the developer of Project Jupiter, its $165B New Mexico AI campus, seeking payment protection if it misses its 2028 launch. Stock fell 6.9% to **$134.66**, now down 31% YTD. Oracle says the project is still on schedule; Blue Owl and Bloom Energy slid too.

Everything you missed at $META connect event today! Here's the recap of today's Connect keynote: -Meta VR Glasses: Full VR in a glasses-style frame with no straps, about 100g on your face, tethered by cable to a pocketable compute puck (300g) holding a Snapdragon Reality Elite chip, 12GB RAM, and 128GB storage. 5K micro-OLED display (2412x2288 per eye, up to 120Hz), eye tracking, hand gestures, voice control. Runs the full Quest app catalog plus Xbox Cloud Gaming, IMAX Enhanced certified, live sports and 3D movies. Has a "Hologram" feature that builds a photorealistic version of your face for video calls. $1,299, ships spring 2027. -Muse Charm: A Tamagotchi-like keychain gadget with a small animated Muse avatar on the screen, speakers, mics, and a fingerprint sensor you tap to start talking. Zuck says they packed "the whole Muse experience, including the real-time voice and avatar stack" into something always on a keychain. Details are thin, only a few units exist, but it's supposed to ship this December. -Partnerships: Alexandr Wang announced Muse integrations in two buckets. Retail: Walmart, Sephora, Best Buy, Gap, American Eagle, Dick's, Fanatics, Michael Kors, Ulta, Wayfair — so Muse can shop and buy products you see through the glasses. Workplace: Box, GitHub, Notion and more. The business model: Muse is free for a ton of tokens and Meta takes a small cut of transactions it completes. -Other glasses: Ray-Ban Meta Gen 3 (new generation), a camera-free Ray-Ban Audio pair aimed at the privacy backlash, new frames including a Lisa of Blackpink collab, and the Ray-Ban Display expanding to the UK, Canada, and soon France/Italy/Germany. Muse is also coming to the AI glasses themselves for hands-free tasks like workouts, meals, and booking appointments. Big picture: Zuck's pitch was an AI device for every scenario, with Muse as the platform and retail partnerships as the money play.

$META $777.77

Morning brief — 9/24 - Dow: -0.3%, S&P: -0.5 to -0.6%, Nasdaq 100: -1% - 10-year Treasury at 5.1%, highest since 2007; 30-year at 5.42%, highest since 2004 - Jobless claims came in at 197k, below expectations — strong data is fueling rate-hike fears - Traders now price a 71% chance of a Fed hike next month, up from ~55% yesterday. NY Fed's Williams said another 2026 hike is "reasonable" - Bond yields are the story — multi-decade highs on both the 10 and 30 year - Trump–Xi summit starts today in Washington. Truce extended through Jan 10; CEOs from Meta, Apple, Amazon, Tesla and GM are expected there - Oil back up — Brent over $100, WTI ~$94. Airlines (JBLU, UAL) and cruise lines (NCLH, RCL) down 1%+ on it - Asia mixed overnight (Nikkei +0.8%, Shanghai -1.2%); Europe mostly flat - Bitcoin ~$83.5k, gold ~$4,290, both down ~1% - Meta unveiled new AI glasses at Connect last night - Costco reports after the close today

Day 42 of posting $META everyday until it has a comma

$META VR glasses stole the show