NIRAM

Growth Focused | Value Finder

[NIRAM @growth_value_]

$META is down because they’re investing too much in AI
$ADBE is down because AI might replace them

Conclusion: AI is both the problem AND the problem.

Meanwhile AI sitting quietly in the corner like:
Guys… I’m just code. Stop involving me in your stock chart drama. 😄

[NIRAM @growth_value_]

@value_invest01 @CarsonTalkMoney 💯

[NIRAM @growth_value_]

Added $NOW at $86. So not adding that now. Replaced $FISV with $UBER

New list

$MSFT $Meta $TMDX $PYPL $NKE $ADBE $UBER $MELI $MNDY

[NIRAM @growth_value_]

Great value for sure $MSFT $Meta $TMDX $PYPL $NKE $ADBE $FISV $MELI $MNDY $NOW

[NIRAM @growth_value_]

@mathlonning $TMDX You’re right, revenue beyond $200M would be a strong achievement. But more transparency and insights around ESP could be the real catalyst to push the stock further north 🤞 as EPS was the key concern for q1, right?

[NIRAM @growth_value_]

23. Have great rest of your day and let me know your thoughts on $meta .. it’s all about risk / rewards .. if you have other stocks stories then please post..

[NIRAM @growth_value_]

1. $meta core business still looks stronger than many give it credit for. Billions of users, massive engagement, and ad infrastructure that keeps compounding. People focus on capex headlines, but the engine producing revenue is still growing.

[NIRAM @growth_value_]

22. Every major platform eventually faces challenges, but ecosystem depth matters. $meta potentially benefits from having multiple products connected together instead of relying on one growth engine.