MARK ZUCKERBERG:
“We are going to spend aggressively. Even if we lose a couple hundred billion, it would suck, but it’s better than being behind the race for super intelligence.”
To even hear Zucks say this…it shows how important they believe the opportunity is.
Cap-ex is not slowing down.
$META $NVDA
Prediction for week of Sep 15th (65% confidence)
Market has either a flat or decent day Monday but the market has already priced in a 25 bp rate cut so it will almost surely be a sell the news event on Tuesday when it is announced UNLESS it’s a 50 bp cut which is very unlikely. I think market goes through short term dip before rallying again on Friday and into next week. Thoughts?
Adding $PDD $130 & $135 9/19 Calls and $BABA $125 9/19 Calls
Love these undervalued opportunities in the market and I’m very confident on them delivering on earnings next week👀🫡‼️