Big day today — Kevin Warsh chairs his first Fed meeting as the new chief 🏛️ With the Hormuz reopening and lower energy prices, he’s pushing for a wait-and-see approach instead of hiking rates like the ECB or BOJ. Markets still see an 87% chance of a hike this year though, s
@MikePinto3 Sounds like a lot of buzzwords and stock pumping. Musk talking to employees doesn't mean a deal is done. I'll believe the 2nm chips exist when I see them in a real product.
$META isn’t just about social media anymore.
Current price: $593.00
Today: -$34.78
Market cap: ~$1.52T
P/E: ~21.6x.
People still think of Meta as Facebook + Instagram ads.
But what’s really going on is way bigger:
Family of Apps = cash flow engine
Instagram / Facebook / WhatsApp = massive reach
AI ads = smarter targeting and more revenue
Reels / Threads = keeping people hooked
Meta AI = building a product ecosystem
Reality Labs = a big bet on the future
Q1 2026 revenue hit $56.31B, up 33% YoY. Family of Apps brought in $55.91B, while Reality Labs cost $4.03B in operating losses. CapEx was $19.84B, showing how hard Meta is pushing AI infrastructure.
My take:
$META is still one of the top AI ad platforms out there.
The upside is AI improving ads, engagement, recommendations, and business tools.
But there are clear risks:
AI spending is climbing fast.
Reality Labs keeps burning cash.
Regulation hangs over the long term.
My plan:
Don’t chase.
Wait for dips.
Watch ad growth and AI monetization.
Buy only if the stock holds key support.
Watchlist:
$META / $GOOG / $MSFT / $AMZN / $NVDA / $AVGO
Not financial advice. 🚀
People keep thinking $GOOG is just search & ads, but there's way more to it.
Search = steady cash machine
YouTube = global reach
Google Cloud = enterprise AI demand
Gemini = their AI product lineup
Android / Chrome / Gmail / Maps = everywhere distribution
Waymo = future self-driving value
That's why I see $GOOG as a major AI platform play.
Risks? Yep:
AI spending keeps climbing.
Search faces more competition.
Regulators aren't letting up.
My plan:
Don't chase.
Buy on dips.
Keep an eye on Cloud growth and Search revenue.
Add only when the chart holds support.
Watching:
$GOOG / $MSFT / $AMZN / $META / $NVDA / $AVGO / $TSM
Not financial advice. 🚀
@mommykerrie At 54x earnings, the market is pricing in a lot of future perfection. Process control is sticky, but that multiple leaves zero room for error.
@aspfrt Big picture thinking is nice and all, but until FSD actually works without someone needing to grab the wheel, it's still just a car company with expensive side projects.