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$Meta Platforms(META.US)

Context: Meta climbed 5% in premarket trading to $645.50, touching $646.10 to mark its highest level in nearly a month. The advance followed the company's Sept. 8 launch of Muse, a personal AI agent built on the Muse Spark foundation model that automates scheduling, form filling and screen monitoring. The service offers a free tier and subscription plans at $20 or $100 monthly. Chief AI Officer Alexandr Wang said early user engagement has reached 10 times beta test levels, and Function Health has integrated personal health data into the platform.

My Trade: Took partial profit to lower my cost. Also, knowing how volatile the stock can be, I think swing trades could be the way to earn some profits while still maintaining my bullish stance in the long run.

Takeaway: Meta is pretty consistent in its innovations as well as generating revenue over the years. I will look to buy back again when the stock retraces to $600 or lower. @Captain's Treasure

$Netflix(NFLX.US)

Context: There's no denying Netflix's highest growth days are probably in the past rather than in the future. Not only did its second-quarter year-over-year revenue growth of 13.4% -- the weakest growth rate of the past four quarters -- to $12.56 billion miss analysts' already-lowered expectations of just under $12.59 billion, but revenue guidance for the quarter currently underway was also disappointing, at only 11.7% better than 2025's Q3 comparison. Moreover, Netflix is still the leading streaming name within the United States though, and according to data from Hub Research, the first streaming platform U.S. consumers visit when they turn their television on. It isn't doing too shabbily outside of the U.S. either. Its European and Middle East arm's revenue improved 11% on a currency-neutral basis last quarter, and grew 16% in Latin America. Even its relatively small Asia/Pacific operation experienced a neutral sales growth 18% during the second quarter of 2026. That's encouraging, particularly given that Netflix currently serves fewer than half of the planet's broadband customers, and its programming only accounts for a tiny fraction of the world's total television viewing time. This means more room for growth and expansion.

My Trade: Looking for a long term rebound of above $100. The stock has still failed to push past the recent resistance of $82-83.

Takeaway: Reasonable price for long term continued growth, perhaps even better when it dipped below $70 a couple of weeks ago. The key is to be patient. @Captain's Treasure

$NVIDIA(NVDA.US)

Context: Cathie Wood's ARK Invest trimmed its stake in AMD, the chipmaker that is Nvidia's rival in the race to build artificial intelligence chips and data center processors. On Aug. 28, ARK sold 156,286 shares of AMD for approximately $72.8 million at the closing price on that day. Meanwhile, the company bought 243,707 Nvidia shares for over $53 million. The linked transactions make the move more remarkable.

Meanwhile, Nvidia has also officially announced the acquisition of Hugging Face, sending the stock up 2%.

My Trade: I'm looking at a $210 to $240 range for swing trades. Recent key support and resistance levels are slightly elevated following strong earnings and Nvidia's strategic acquisition moves.

Takeaway: ARK seems to be doubling down on AI infrastructure. Instead, the firm is parking money between chipmakers as investors assess Nvidia's commanding position against AMD's ability to get more share in accelerators and server CPUs. @Captain's Treasure

$NU Holdings(NU.US)

Context: Over the past year Nu Holdings has seen mixed momentum, with a 90 day share price return of 21.96% set against a year to date share price decline of 14.51%. The 1 year total shareholder return is slightly negative, while the 3 year total shareholder return of 104.64% points to a much stronger longer term record.

My Trade: Took some profit at $14 after months of underperformance earlier in the year. Holdings out the rest because I think the stock is undervalued and can rise even more.

Takeaway: Nu is currently trading at a favourable PEG and P/e ratio as well compared to other companies in the same fintech sector. The biggest concern is concentration risk as their primary focus is in the south american region, particularly in Brazil and Mexico. @Captain's Treasure

$SPDR Gold Shares(GLD.US)

Context: Gold slipped on Tuesday as traders assessed Middle East tensions and awaited key U.S. labour market data due this week that could shape expectations for Federal Reserve monetary policy. Last week, spot gold scaled its highest in more than three months before tumbling 3% on Friday after Fed Chair Kevin Warsh said the central bank will “have work to do” if policymakers don’t get the confidence they need that inflation is heading down to 2%.

My Trade: Holding on to my gold position as I'm building this for a longer time horizon. A steeper price pullback could be the indication for averaging down.

Takeaway: Gold has been pressured by “Warsh’s hawkish Jackson Hole speech, plus fresh tensions in the Strait of Hormuz, which has brought with it higher oil prices and raised inflationary expectations. @Captain's Treasure

$Palantir Tech(PLTR.US)

Context: Palantir climbed more than 5% yesterday to $185, hitting its highest level in nearly a month. The advance came as the software sector rallied broadly, sparked by Salesforce's earnings beat. Palantir's own fundamentals underpinned the rally. Second-quarter revenue surged 93% year-over-year to $1.94 billion, with US commercial revenue jumping 149%. The company raised its full-year revenue guidance to $8.15 billion to $8.16 billion, posting a 55% net profit margin.

My Trade: Perhaps I sold a tad bit too early right after earnings? Nevertheless, it was still some little nice profits from its low of $120.

Takeaway: Don't count out the software sector just yet. Rotation is bound to happen sooner or later, and some are already rotating their capital back into the software sector after taking profits from elsewhere. @Captain's Treasure

$Meta Platforms(META.US)

Context: Meta settled with a group of states that sued the company in 2023 and alleged that it had designed its social media platforms to be addictive to teenagers. Included in the settlement are a slew of restrictions for teen users of Instagram and Facebook. If the federal judge overseeing the case approves the settlement, teen users will be limited to two hours of scrolling per day, will be unable to scroll at night, and won't get notifications during the school day. Also in the settlement is around $18 billion for 47 states, the District of Columbia, and several American territories, to be paid out by Meta in installments over the next decade. Around $5 billion of that sum is contingent upon YouTube and TikTok also coughing up billions and instituting similar controls for teen users.

My Trade: Great news for investors after holding through the past few months where Meta has been ordered to the courts over and over again. The cash generating giant is far from being dethroned and could very well continue to grow in the years ahead. I had previously added when it dropped to the low $500s.

Takeaway: Settling the cases with a fine significantly lesser than what was being asked for is definitely a great way to close this case after dragging out a long period of time. These types of lawsuits are very common, but does not affect the fundamental core of the business. @Captain's Treasure