Most people fail at Google Ads because they treat it as one or the other. The secret is using it as both: a fishing net to snag people still browsing, and a sniper rifle to close the ones ready to buy.
Most only ever pick one, and that’s why they’re leaving money on the table.
$META
BREAKING: Meta is now building a cloud business to sell excess AI compute, as per Bloomberg.
If this is true…then it is exactly what the market has been waiting for.
- Justifies the heavy capex spend
- Diversifies a line of business outside of advertising
- If META can sell compute…they can probably begin selling more B2B agentic services to those same clients using their compute
- Compute constraint narrative-driven stocks have RALLIED all year…adding that narrative to $META could be a potential game changer to sentiment around the stock.
This is personally a pivot I have been waiting for all year as a shareholder and as annoying as it has been to buy this name (this rip might end up being sold off) this was one of the CORE reasons to continue DCA-ing.
Hoping this is true but if Zucks gets into the neocloud game…it could be very exciting.
LFG.
Peter Lynch famously said there's a "100% correlation" between earnings and stock price over time.
If that's true...
These 10 stocks may be screaming opportunity.
1. $NFLX - Netflix
$AMD is running wild! Historically, pullbacks from the RSI overbought area have resulted in a drop towards the golden cross line, or even below it.
Keep your eyes on that golden line. Chances are we are heading towards it anytime now. Stay sharp, lads!
#Stocks#Amd#Stockmarket
$ADBE scores about 52% on the rule of 40 chart (not visible on graph below).
Many fear that $ADBE will be outperformed by AI. But remember: be fearful when others are greedy, and greedy when others are fearful.
In reality, Adobe is integrating AI into its products, turning what many see as a threat into a growth driver.
#Stockstowatch #stockstobuy #Adobe #Stockmarket #stocks
The first narrative to die was Google search would be killed by ChatGPT.
The next narrative to die is AI kills software applications.
You're not going to vibe-code your way to replacing enterprise-grade software applications with years of UI refinement, consistent structure, security, and scalability.
OpenAI themselves uses Slack, Notion, Adobe products, Salesforce, Accenture, Cloudflare, Snowflake, and many more.
Maybe it's not so easy to replace this stuff if the company that has exclusive access to their unreleased coding tools is still using so many of them.