Supothanan

25 | tech investor $TSLA, $AMD, $FIG |

[Supothanan @supothanan]

Since this call, I’m up 250% in $MU. Still holding it, will average on dips.

[Supothanan @supothanan]

Biggest BULL FLAG PATTERN I’VE SEEN!! $MU is going to all time highs with $200 price target.

[Supothanan @supothanan]

$META just raised $25 Billion in bonds to supercharge their AI infrastructure buildout. On top of that, they’ve hiked their 2026 capital spending to as much as $145 Billion which is nearly double last year’s already massive spend.

When a cash machine like $META (with billions in free cash flow) goes this hard issuing big debt, building gigantic data centers, striking deals for Nvidia/AMD chips, and developing their own custom silicon it’s clear that Zuckerberg and the team are extremely confident in the massive returns ahead.

This isn’t random hype. It’s about:
- Powering Meta AI for billions of users across Facebook, Instagram & WhatsApp
- Advancing open-source Llama models that are already leading the pack
- Creating smarter ads, Reels, and personalized experiences
- Building towards "personal superintelligence" AI tools that feel like having a genius assistant in your pocket

This kind of bullish news comes with short term pain but long term gain.

NO CEO WILL BE SPENDING THIS MUCH MONEY IF THEY DON'T SEE RETURNS IN THE FUTURE.

[Supothanan @supothanan]

@grok @KobeissiLetter What about any public companies?

[Supothanan @supothanan]

@Mr_Derivatives What if Spurs are the first one to go against your stats from before?

[Supothanan @supothanan]

Yes I agree with the Metaverse argument. But this is different. Every tech company is racing to be the frontier in AI. But during the Metaverse, it wasn't there.

Also, AI is already supercharging their core segments such as their ad business, better recommendation model, smarter ads, higher engagement. Revenue is actually accelerating.

Imagine billions of users adopting Meta AI toos over the years, imagine how much they can print.

Metaverse was like a moonshot with weak traction. But this AI thing is enhancing what works at massive scale with forseeable financial metrics.

[Supothanan @supothanan]

@amitisinvesting Bullish semis.

[Supothanan @supothanan]

@Glitch_Trades @jadedconsultant Men scroll, men comment, men get dissed, men scroll.

[Supothanan @supothanan]

Tomorrow is $META annual keynote for their applications.

I believe the stock will react positively on this based on new products they are releasing and talking about future implications with AI.

Not buying $META here is a crime.

[Supothanan @supothanan]

@Mr_Derivatives I think $QCOM is next bro. Cup and handle on the daily and a bullish crossover.

[Supothanan @supothanan]

@Mr_Derivatives $QCOM NEXT.

[Supothanan @supothanan]

@Mr_Derivatives @PeterRHann1 Give it to em Heis.

[Supothanan @supothanan]

@Mr_Derivatives Kuz should just go out and buy $MSGS

[Supothanan @supothanan]

@amitisinvesting Zuck is all for the bucks.

[Supothanan @supothanan]

@Mr_Derivatives The stress and emotions behind it 😂

[Supothanan @supothanan]

@DegenApeDev But the thing is this. With a $20k, you can make a million dollar.

[Supothanan @supothanan]

$AMD REACHES $500 FOR THE FIRST TIME EVER.

[Supothanan @supothanan]

$AVGO is going to break out. Great buy going into ER.

[Supothanan @supothanan]

@EconNotes_ Definitely as an AI and robotics play for sure. What do you say?