@pelositracker This one isn’t hard to think about. It’s not a good company and there is a lot of fuckery going on behind the scenes. Easy pass.
But you’re correct that the best stocks to buy are the big ones everyone is too impatient to hold like NVDA
@RedDogT3 How do you feel about Key assumptions (apart from management guidance on CAPEX, topline, and Reality Labs): FOA keeps growing in the mid-20% range, RL reaches breakeven by 2027/2028 and then accelerates into 2030, and CAPEX continues ramping into 2027 before slowing down.