Meta Platforms. Every tracked FinTwit mention of $META, newest first. 563 mentions since the first on Jun 8, 2025. See the price chart.
June 2026 · 32 mentions
Jun 4
Ben Pouladian — @stevehou Why is Elon pricing this at $1.75Trn there will be non Pop on the first day, it will trade exactly how $META traded on IPO day, struggling to stay at the offering price↗
Jun 4
Shay Boloor — $AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems.
If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chi…↗
Jun 4
Shay Boloor — $AVGO Semiconductor Solutions revenue grew 79% YoY as it becomes the design partner for hyperscalers building custom AI inference chips.
$GOOGL, $META, OpenAI & Anthropic all…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
Serenity — Yeah… I think all your upstream semi supply chain companies are going much higher.
Goldman now expects a combined $5.3 trillion of capex spending for the four largest hyperscalers…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Serenity — Just some random notes about $AVGO earnings transcript
- Revenue target reiterated ($100B+ 2027, pretty sure markets wanted that to be raised this earning, hence the drop)
Remem…↗
Jun 3
JC Investing — HE’S DONE IT AGAIN
$NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY
HE CALLED:
$MRVL AT $200 → 50%
$SNDK AT $270 → 600%
$MU AT $80 → 1200%
NOW HE’S CALLING $META
“NOBODY USES…↗
Jun 3
Shay Boloor — $META is considering up to $200/month for Hatch which is an AI agent that can build tools, manage calendars and send emails.
The product would put Meta in direct competition with…↗
Jun 3
Chris Ray — Made a few more trades just now.
Fully exited my $P position for a +12% gain.
I still like this company long term but I’m frankly just a bit bored with it and don’t have very str…↗
Jun 3
The Future Investors — $META unveiled a new AI-powered Business Agent that helps businesses automate customer support, book appointments, qualify leads, and complete sales across WhatsApp, Instagram, and…↗
Jun 3
Shay Boloor — $META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product.
Meta is also rolling out an enterprise platform with…↗
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
Shay Boloor — $META is scaling back parts of its employee tracking tool after staff backlash.
The tool collects computer usage data to train AI models on workplace tasks but Meta is adding pri…↗
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Jerry Capital — How investors view $META AI spend when stock below $600 https://t.co/2iPIRzkPZY↗
PhotonBull — Two forces dominate global capital right now and nothing else comes close in scale or durability.
We often hear stories about the K-shaped economy and how the regular consumer is…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
Jerry Capital — $META doesn't need to do an equity raise they could simply stop spending money on stupid shit↗
Jun 1
amit — Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infras…↗
amit — so we saw what they did to $GOOGL last year at $150
we just saw what they did to $MSFT over the past few weeks from $395 —> $460
we all know they will do the same to $META right…↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
amit — @Raffles0304 It’s coming. Will do an article on them this week. Best risk reward right now. $META is a screaming buy and will eventually be $1000 in my opinion. Various catalysts t…↗
May 2026 · 144 mentions
May 31
Midas — $META
$AMD
$VISA
$NOW
$WFC
If this helped you out, follow me for more.↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Evergreen Capital — A good example of the still ongoing innovations that $META is implementing into its technology stack to drive further and more efficient gains across its algorithmic systems, which…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…
April 2026 · 155 mentions
Apr 30
Jason Luongo — 5. Real-Time News and Catalyst Search
Before entering any trade, I ask Claude to search for the latest news, analyst ratings, and upcoming catalysts.
"What's the bear case on $ME…↗
Apr 30
mon — Really great day today.
- $IREN +6% is hiring non-stop. 👀
- $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%.
- The big 4 HS Capex is not slowing down.
- $META & $MSFT 🔴. $AMZN &…↗
Apr 30
Black Panther Capital — $AMZN reported EPS: $2.78 vs $1.64 expected. AWS grew 28%, fastest in over three years.Fine.
But here is what the financial media is not saying:
CEO Andy Jassy said AWS revenue w…↗
Serenity — @RonDeSantis Hi Ron, so there's two different parts to it:
1. Hyperscalers ( $ORCL, $META, $AMZN): They're spending more than they have with profit ( $GOOGL is the rare exception,…↗
Mar 30
Mike Investing — Those patient will be greatly rewarded with generational dip buying opportunities on these stocks:
$AMD at $170
$NVDA at $150
$META at $480
$TSLA at $320
$AMZN at $180
$MU at $250…↗
KawzInvests 🦑 — S&P 500 & NASDAQ just logged their 5th straight week of losses.
1. Rate cut expectations have collapsed
· Start of year: 2 cuts priced in
· After March FOMC: 1 cut (dot plot)
· T…
February 2026 · 39 mentions
Feb 28
Jerry Capital — "One question that the researchers focused on is how far back in a user’s history the AI should look. They looked at from 200 up to 1,600 past actions. It turns out a longer memory…↗
Feb 28
Mike Investing — Currently $SPY (S&P 500) is just down -2.5% off ATH’s meanwhile:
$NVDA (Nvidia) is down 17%
$MSFT (Microsoft) is down 33%
$META (Meta) is down 19%
$TSLA (Tesla) is down 21%
$AAPL…↗
Feb 26
TheValueist — $META $NVDA $AMD $AVGO Meta’s Internal Chip Design Efforts Hit Roadblocks
Summary by Bloomberg AI
Meta has run into problems with AI chips it is designing internally and has scrapp…↗
Jerry Capital — "Satya Nadella then reminded that while Azure is a very good business, the gross margin profile and lifetime value of their first-party apps is still more attractive. This is a nua…↗
The Future Investors — $META Meta is acquiring AI start-up Manus, whose autonomous agents handle tasks like research, coding and data analysis. Meta will integrate its technology into Meta AI while conti…↗
Dec 19
The Future Investors — $META Meta plans to launch two new AI models in early 2026 🤖:
1️⃣ Mango: designed for visual and video generation
2️⃣ Avocado, a successor to Llama focused on better coding and r…↗
Dec 19
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲
⚔️ Round 94: $AAPL vs $META
Two tech giants connecting digital lives 🌍
Apple has an ecosystem around devices📱
Meta connects the world with plat…↗
Mike Investing — These 7 stocks remain strong buys and will outperform the markets as we head into 2026…
1. $TSLA at $430
2. $SOFI at $29
3. $NVO at $49
4. $LULU at $180
5. $ORCL at $190
6. $OSCR…↗
Nov 29
Mike Investing — $META is the next mega cap stock to see a $GOOGL like squeeze with 200%+ upside possible…
Analysts are rating $META with a projected minimum upside of 31% to take it above $850+…↗
Nov 28
The Future Investors — It’s Black Friday — discounts everywhere. But what are the real bargains in the market? 📉💰
Here are 5 possible bargains 🧵👇
Which stock is the real deal right now? 🔥
1️⃣ 𝗠�…↗
Ray Wang — MediaTek’s management made several notable comments during yesterday’s earnings call.
They struck a markedly more confident tone than in the prior quarter. The clarification on A…↗
Oct 31
The Future Investors — Meta, Microsoft, Alphabet, and Amazon spent nearly $100B in capex last quarter — a record — as they double down on AI infrastructure. $META $MSFT $GOOGL $AMZN https://t.co/zvjADYk…↗
Oct 30
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
Meta: Financing The AI Frontier $META
"The Q3 FY25 results, and particularly the FY26e updated guidance, provide a clear indication of how the ri…↗
Lawrence McDonald — ALERT - Nvidia $NVDA - Microsoft $MSFT, and META's $META growth trajectory is dependent on this sustained middle-class rip-off charade.↗
Sep 30
Ray Wang — As my previous note suggested, the bigger downside risk for MediaTek moving forward is the ASIC project.
First is $GOOGL, apparently, and next will be $META, it's happening in fro…↗
Sep 27
Ray Wang — GF Securities: Re-rate MediaTek (2454) to Hold.
ASIC:
- $GOOGL v7e: final design freeze/sign-off has reportedly slipped to mid-4Q25, likely due to internal design-team issues. On…↗
Sep 26
Ray Wang — GF Securities: "Regarding $META (ASIC), although market views are divided, we now expect $MRVL to be more likely to win the ARKE project, due to its I/O capabilities and the pressi…
August 2025 · 13 mentions
Aug 31
Mike Investing — $UNH is primed for an explosive push as we head into September…
Institutions and Billionaires such as Warren Buffet are loading billions into $UNH daily.
Buying $UNH today is lik…↗
Aug 29
Lawrence McDonald — Never forget how many investors Jensen blew up in 2018 and 2022, and above all don’t forget the $4B Zuckerberg lost betting on the metaverse. Why is $FB now $META? And not $FB AI?…↗
Aug 19
SpotGamma — There is now a sneaky bid to SPX vol for NVDA earnings (second yellow box), because if NVDA implies a cut back in demand (a la the $META implication)...well...then its probably so…↗
Nancy Pelosi Stock Tracker ♟ — Just in🚨:
Dan Crenshaw's META just crushed earnings, again.
He's now up 495% on his $META buy from 2022, making it one of the best political stock trades we've even seen
But ne…↗
Jul 30
SpotGamma — so many earnings after the close
$MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA
https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN↗
Jul 30
Lawrence McDonald — Zuckerberg, the guy loses close to $4B on a “metaverse” wager, and now it’s hubris on the AI capex overdose binge-athon without enough energy infrastructure to support his investme…↗
Jul 26
Edwin Dorsey — $META is complicit in Chinese stock scams. Fraudsters run paid ads on Facebook, bait users through Instagram, and communicate with victims via WhatsApp (using business profiles).…
June 2025 · 2 mentions
Jun 12
Mike Investing — $UNH is the best investment opportunity into a large cap stock since 2022…
The CEO has bought $25M and whales have bought Billions worth of $UNH over the past few weeks.
Buying $…↗
Jun 8
Mike Investing — $UNH is the most undervalued stock in the entire stock market currently.
Sitting at a PE of 11 and RSI at its lowest level since 2008 shows $UNH is an easy buy.
Buying $UNH today…↗
Shay Boloor — $ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data m…↗
Shay Boloor — $NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85%…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
Shay Boloor — $META is planning a major AI wearables push including an AI pendant, expanded AI glasses & new business-focused “Wearables for Work” service.
Meta clearly trying to monetize t…↗
May 30
The Future Investors — $META Meta is reportedly expanding its AI wearables push 🚀
• Testing an AI pendant next year
• Launching more AI glasses and "Wearables for Work"
• Targeting 10M wearable sales i…↗
Alex A.C. — Past 10Y-Return:
Big Tech >>> Berkshire Hathaway $BRK
I exclude the GIANT winners of the AI Revolution to not distort the comparison.
Btw, their prices right now are no…↗
May 29
Antonio Costa — $META A high volume move through the 644 price level (EMA200) next week would be buyable for a gap fill. https://t.co/92I0bjdF0R↗
May 29
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
Shay Boloor — Mark Zuckerberg said $META could enter cloud computing if its AI data center buildout leaves it with excess capacity.
Compute is becoming the scarce asset every scaled tech platfo…↗
Antonio Costa — $META has a nice gap to fill. Unusual volume detected yest on Jul17 $690 calls. DTE50 https://t.co/XWeY2Im7SN↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
Chris Ray — $P earnings after the close today. 👀
Haven’t been talking about this position much because it’s still pretty new and there just haven’t been a ton of developments to report the l…↗
May 27
The Future Investors — $META Meta launched paid subscriptions for Instagram, Facebook, WhatsApp, and Meta AI 👀
📱 Instagram/Facebook Plus: $3.99/month
💬 WhatsApp Plus: $2.99/month
🤖 Meta AI tiers: $7…↗
Antonio Costa — $META Bottoming out !!! https://t.co/VRYJn7A9Nd↗
May 27
Kevin Maro — @FL0WG0D I like this one a lot, $META needed a catalyst and finally got one↗
May 27
TheValueist — $META (Bloomberg) -- Meta Platforms Inc. is selling consumer subscriptions to its Meta AI chatbot for the first time, a key step toward building a business that would help offset h…↗
May 27
Shay Boloor — $META is flying after reports it is rolling out paid subscription tiers across its apps.
Zuck looks like he is building subscriptions into Meta’s next revenue layer beyond adverti…↗
May 27
amit — $META
META IS GETTING INTO THE AI SUBSCRIPTION GAME.
- Meta is expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp, while also testing new AI, creator…↗
May 27
Shay Boloor — $META is reportedly testing paid subscription tiers across its apps:
• Instagram Plus: $3.99/month
• Facebook Plus: $3.99/month
• WhatsApp Plus: $2.99/month
Meta is turning extra…↗
May 27
Alex A.C. — @jukan05 - [ $GOOGL $AMZN $META]: "Pls take my money to build more memory factories"
- [ $MU SK hynix Samsung]: "NO" https://t.co/xDij9WtAat↗
May 26
amit — @oliver80732720 Already have $META. I have not dug deep enough into $APP to buy it to be honest↗
May 26
Dillon Valdez — Meta $META is turning AI spend into a value-loop test.
Reported capex, including finance leases, went from $28.1B in 2023 to $72.2B in 2025.
The 2026 guide is now $125B-$145B.
T…↗
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 25
amit — @kylekuzma Kuz are we loading $META here?!↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
Michael | Hypermarkets — $NVDA is up 500,000% since its IPO in 1999.
$10,000 would be $50M doing nothing all but holding.
SPACEX, OPENAI, ANTHROPIC are all going public now.
Here's how I'm playing each…↗
amit — Really happy people are enjoying the channel.
I told Caktus to relax today but this guy does not stop.
Second-by-second curated updates (not AI) on the Iran War today via negoti…↗
May 23
The Future Investors — $META $RDDT Meta has quietly launched a new Reddit-like app called "Forum" focused on deeper group discussions, real answers, and AI-powered community features 🤖📱
The app integr…↗
Shay Boloor — $META has released a standalone app for Facebook Groups called "Forum."
The app appears positioned as a more $RDDT like community platform built around topic-based discussion. ht…↗
May 22
Jerry Capital — $META releases a new Reddit like app called forum
https://t.co/FHJH3F9Kk3↗
May 22
unusual_whales — Meta, $META, has officially laid off 10% of its workforce, per FORTUNE↗
May 22
Serenity — Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues.
There's basically no fair law in China (esp. with IP), so if Gov wants some…↗
May 22
Shay Boloor — $META is adding ~$200M of $TSLA Megapack batteries to support a new Wyoming energy project for its AI data centers.
The Enbridge-backed project includes 365MW of solar and 200MW/1…↗
May 21
unusual_whales — Meta Platforms, $META, has reached a settlement with a Kentucky school district over accusations that social-media companies intentionally designed their platforms to addict young…↗
May 21
amit — @kcdanyoung I think $META is a great buy here. Pure accumulation mode until the narrative changes.↗
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 20
Gaetano — $GLW
They told us they have 2 deals similar in duration and size as the $META one they signed earlier this year
That contract was a major catalyst for Corning
And they have 2 mo…↗
May 20
unusual_whales — Meta Platforms, $META, has begun laying off thousands of employees, per Reuters.↗
May 20
Jerry Capital — @GavinSBaker on $META: "You got to give Zuckerberg immense credit. He is the only one of those true internet giants to have made it an Al-first company internally. Muse was a reall…↗
May 20
Lawrence McDonald — Facebook $META
-25% off the highs, unchanged for nearly 20 months in a "bull market." Here comes the 2022 playbook, 78k employees, size cuts.
*Zuckerberg, in his own words, told…↗
May 20
AlmaCap — Zuck in founder mode.
Obviously what's he saying about coding makes no sense, watching a screen isn't as information dense as just reading the finished code. So my intuition is he…↗
May 20
TheValueist — $NVDA $MU $SNDK $LITE $META VERY SMART. Always invest behind the psychopath. You will probably do alright. Bridgewater should be the best in the world at this data gathering and mo…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. President Trump today said Chinese President Xi Jinping promised him that China is not sending weapon…↗
May 19
Shay Boloor — @VanquishTrader $META has so many levers they can pull in AI economy↗
May 19
Daave “3 and 30” Tepper — @TheStalwart Joe we can’t stop allowing 14 year old girls get mentally and emotionally ravaged by $meta and TikTok
start there↗
May 19
Shay Boloor — Bill Ackman runs a $13.7B portfolio with ~77% of it in just 5 stocks:
• $BN ~18%
• $AMZN ~17%
• $UBER ~16%
• $MSFT ~15%
• $META ~11%
The portfolio is basically a bet that the bi…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
Daave “3 and 30” Tepper — Mad respect to @evrgn11112231 for being so obsessed with $meta that he’s put words on the hallmark sound from nes 1-2↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Jerry Capital — $META has been and will continue to steal search share and ad dollars from Google
https://t.co/RZFUfpksjP https://t.co/INHl5QuA9t↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
unusual_whales — BREAKING: Meta, $META, to move 7,000 people to new AI initiatives and eliminating managerial roles↗
May 18
unusual_whales — BREAKING: Meta Platforms, $META, is set to begin laying off approximately 8000 employees this week, representing about 10% of its workforce, per YF↗
Jerry Capital — "The very worst case would be that we have just pre- built for a couple of years" $META
Mark Zuckerberg↗
May 18
AlmaCap — Some stocks eyeballing look cheap.
$msft $meta $ttd $NOW
Not investigating, not buying. Keeping focus on memory and broader semis complex. Nothing else matters to me right now.↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Shay Boloor — MY 3 FAVORITE WAYS TO PLAY THE CPU BOTTLENECK
Jensen Huang keeps saying the next era of computing will be built around “AI factories” but every agentic workload creates a massive…↗
May 17
Serenity — This is the same at argument I got with $VCX with people telling me SpaceX should trade at $30T because of how fast they’re growing while $META trades at $1.4T.
You can just buy i…↗
May 17
InvestmentGuru — 5 STOCKS TO BUY ON THE NEXT ROTATION
The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback.
$META — AI Monetizatio…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
unusual_whales — To get $META news, as well as stock and options information, subscribe to Unusual Whales.
See more: https://t.co/6cIeUlPuxu↗
May 15
amit — @frombroke2bull That’s the worst part, all though they feel like great buys we are at ATHS so if we do drop, everyone including $META and $MSFT get hit↗
May 15
amit — @LeedzLyfe $NKE is just not similar to $META or $MSFT↗
May 15
amit — So Ackman buys Microsoft…
I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account…
Buy $META…↗
May 15
Antonio Costa — $META has a gap to fill ... should follow $MSFT very soon imho https://t.co/ljqL1qK7sJ↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 14
Daave “3 and 30” Tepper — @evrgn11112231 @fivepointscap nothing in life is certain but death, taxes, and @evrgn11112231 being the source of $meta bull / cope posts in my feed↗
May 14
Evergreen Capital — .@alexandr_wang is telling you the models scale predictably. He's telling you bigger and smarter models are coming. And he's telling you GPUs are abundant.
Those are the key ingr…↗
May 14
unusual_whales — $META is preparing to cut about 10% of staff on May 20, nearly 8,000 people, per YF↗
May 14
Wayne Liang — T minus ~30 minutes until $CBRS goes live at $185/share on Nasdaq.
Quick recap on how things progressed:
> $115-$125 range filed May 4
> Bumped to $150-$160 on May 11
> Priced…↗
May 14
Shay Boloor — $META is reportedly preparing to cut about 10% of staff on May 20 impacting nearly 8,000 employees.
At the same time, at least 1,000 top engineers have been moved into a new Appli…↗
May 14
Jerry Capital — "When Wang was asked about why didn't you release a frontier/SOTA model, what was the reason?
Wang responded "it's scaling, MuseSpark is the first iteration, and upcoming models w…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Jerry Capital — $META is about to go straight up everyday that Musa Spark glasses increase sales of Ray Bans↗
May 13
Jason's Chips — $TSEM and $NBIS had massive beats today.
Nebius raised their contracted power guidance by a whole gigawatt to 4 GW and increased their CapEx from $18 billion to $22.5 billion, due…↗
May 13
Jerry Capital — $META about to crush everyomes titties
Don't forget consumer markets historically bigger than enterprise markets.↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
Daniel Koss — VERY important bit from the $NBIS call and the MAIN reason why they increase capex, don't ignore this!
"we are building for 2027 demand, where we have customer commitments ALREADY…↗
May 13
Shay Boloor — $NBIS CFO said its $MSFT and $META contracts should unlock significant asset-backed financing.
He expects the financing to come at attractive terms because it is backed by Microso…↗
May 13
Michael | Hypermarkets — Trump just landed in China with the most powerful CEO's for President Xi:
Get ready for SPY target $800+ (revised from $780).
🍎 Tim Cook — $AAPL
Apple manufactures ~90% of iPho…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 12
Mo — $META is getting very interesting here.
Daily chart continues to compress inside a bullish wedge while building a potential inverse head & shoulders structure.
The important part…↗
May 12
InvestmentGuru — $GLW — Deep Dive & Long-Term Plan
Corning isn’t a glass company anymore. It’s becoming the optical backbone of the entire AI infrastructure buildout.
Here’s everything you need to…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
Jose Najarro Stocks — THE AGE OF AGENTIC AI IS DRIVING A MASSIVE CPU SHORTAGE $AMD $INTC $NVDA
Both AMD and Intel stated during their earnings call that there could be a chance that the CPU-to-GPU rati…↗
Jason Luongo — $META is undervalued at $610
$AMZN is undervalued at $273
$SOFI is undervalued at $16
$ZETA is undervalued at $17
Do you agree? https://t.co/drg3FTNy3U↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
Wayne Liang — $CBRS (Cerebras) IPOs on Thursday at ~$26B, raising up to $3.5B. Largest IPO of the year so far (in the US).
$CBRS builds wafer-scale AI chips, an alternative architecture to GPU…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW
1. $MELI | MercadoLibre
MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT whi…↗
May 8
Evergreen Capital — The bull case for $META is they're slowly catching up on GenAI and spending a ton to get there, but it will pay off when they do.
The bear case for $META is they're slowly catchin…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
Daave “3 and 30” Tepper — @evrgn11112231 @buccocapital just for fun… my 30% position will have 50%+ positive excess to your 30% position in the NTM
$acmr $meta↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
Jerry Capital — @TheLAPurchaser You gotta think $META grabs search share within apps like WhatsApp↗
Nick Colas & Jessica Rabe (DataTrek) — At the end of 2019, the Tech sector was 23% of the S&P 500, and that doesn’t include $AMZN (Consumer Disc) or $GOOG/ $Meta (Communications).
Now, Tech is 35% of the index and,…↗
May 6
Wayne Liang — Elaborating on $CRWV a bit more.
Earnings tomorrow after close.
Historically, they've missed EPS (but beat revenue). Wouldn't expect anything different tomorrow (might be priced…↗
Jerry Capital — so at worst $META to provide anthropicAI with access to "zillions of dollars in data centers" stock moons?
cc: @evrgn11112231↗
May 6
Lawrence McDonald — 2026 - Hard Assets vs. Financial Assets
BHP Group $BHP +42%
Rio Tinto $RIO +35%
Nuclear $URNM +23%
Aluminum $AA +18%
Copper $COPX +16%
Coal $COAL +13%
vs
Mag7 $MAGS +3%
Facebook…↗
May 6
Shay Boloor — $AMD is up over 20% today as the market wakes up to it being more than a “second GPU” story and the turnaround has been incredible:
AMD two years ago
• Data Center was a ~$9B run-…↗
May 5
Shay Boloor — $AMD data center business has compounded into a ~$23B run-rate engine.
With OpenAI and $META each committing 6 GW of Instinct deployments, AMD now has 12 GW tied to major AI custo…↗
May 5
Shay Boloor — @VanquishTrader $META should not be under $600↗
May 5
Shay Boloor — $META is developing a more advanced consumer AI assistant.
The goal is to make Meta AI more useful across chat, search, content and daily tasks https://t.co/OeNp4J6GXB↗
May 5
Jerry Capital — Rihard calling a top in the $MU $META spread↗
TheValueist — $NVDA $AMD $AVGO $META RESEARCH NOTE - OCI-MSA and the Shift to Optical Scale-Up Fabrics in AI Infrastructure
https://t.co/gmtMlUSprH
https://t.co/4zHwQj4rkY
Bottom Line: OCI-MSA…↗
May 5
Jason Luongo — 3. $META - Meta Platforms
Q1 revenue up 33% to $56.3B. 3.56 billion daily active users across the family of apps. AI is making ad targeting more efficient every quarter which mean…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
Jerry Capital — "Al is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can" $META↗
May 2
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
— $META announced a first-of-its kind partnership with Overview Energy to bring space solar energy to its data centers.
The goal: To solve the massive, 24/7 power requirements of t…
Jason Luongo — You could buy 100 shares of $META right now for ~$61,000.
Or you could buy the $600 call LEAP expiring January 2028 for $14,300. Same directional exposure. ~76% less capital. Over…↗
Apr 30
TheValueist — Read this, friends, if you are investing in the GAI infrastructure ecosystem. This is a damn good analysis and synthesis, and I am not simply saying that because we created it. Ver…↗
Apr 30
unusual_whales — Wow.
Meta, $META, is down nearly 10% after earnings yesterday.
It has lost more than $150 billion in market cap. https://t.co/q9UPNn1kNn↗
Apr 30
Daniel Koss — I see a lot of very bullish posts about $META and how this -10% "dip" is an easy buy.
My recommendation: be cautious and really think this one through. We're entering a new paradi…↗
Apr 30
Jerry Capital — Simple message from Zuckerberg $META
"I don't hear any other labs out there talking about how they're building an Al that's really good at shopping."↗
Apr 30
Jerry Capital — "Note the Facebook number specifically. Facebook is a 20-year-old product, and it is posting the largest QoQ gain in video time in 4 years. That doesn't happen organically. That ha…↗
Apr 30
Jerry Capital — boomers looking for signs of AI ROIC at $META https://t.co/fALXIjxTB2↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Apr 30
The Future Investors — The 4 hyperscalers reported earnings last night. Here are their revenue breakdowns 📊
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊🚀
$MSFT $META $GOOGL $AMZN…↗
Apr 30
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
Jerry Capital — I don't see any risk to $META AT $610 per share riskless equity.↗
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
The Future Investors — Big Tech is going all-in on AI in 2026 🚀
$AMZN, $MSFT, $GOOGL, and $META are expected to spend a combined $725B on AI capex next year 🤯👇 https://t.co/10gFfnHWR6↗
Apr 30
TheValueist — $AMZN $GOOGL $META $MSFT RESEARCH NOTE - Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
https://t.co/zBsm2svbqa
Bottom Line: Mega-cap AI earnings…↗
Mike Investing — 2. CoreWeave ~ $CRWV
This company has also marked an impressive $88B, 5 year backlog consisting of:
- $21B from $META
- $11.9B from OpenAI
- $6B from Jane Street
- $5B from Anthr…↗
Apr 30
Mike Investing — 1. Nebius ~ $NBIS
They’ve captured a $50B approaching backlog for (2027-2031) consisting of…
- $27B contract from $META for AI compute capacity.
-$19B GPU compute deal from $MSFT…↗
Apr 30
tae kim — I listened to FOUR HOURS of earnings conference calls tonight and distilled all the important management quotes/insights $GOOGL $META $AMZN $MSFT↗
Apr 30
Evergreen Capital — $META down on slightly weaker revs, but the ongoing core debate from here is fascinating:
The main risk is Zuck’s very explicit ambition to build superintelligent agents. That m…↗
Apr 30
Puru Saxena — We're still early in AI.
- Google Cloud +63% YoY
- Azure growth +40% YoY
- AWS +28% YoY
Meta raised capex growth this year to 94% YoY In 2025, capex grew 87% YoY.
$AMZN $…↗
Apr 30
Jerry Capital — $META "impression and average ad per ad growth in the quarter were notable: impressions grew by 19%, which was the highest since Q1 2024, and the average price per ad grew by 12%.…↗
JC Investing — POV: you’re a MAG 7 investor right now
$GOOG beat +22% YoY
$AMZN beat +17% YoY
$MSFT beat +18%
$META beat +30% YoY https://t.co/krd1HKYqx6↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
Evergreen Capital — Something to keep in mind as $META, $MSFT, and $GOOGL all just guided 2026 capex higher:
These numbers don't even account for the inflection we're witnessing with GPT-5.5, the as…↗
Apr 29
tae kim — THREE OUT OF THE FOUR HYPERSCALERS ARE NOW UP. USA! USA! $GOOGL $META $MSFT $AMZN https://t.co/cpYcpxt1pc↗
Apr 29
Michael Sikand 🦑 — With confirmed hyperscaler demand, I'm long $QCOM as an asymmetrical bet.
Top ex-Apple CPU IP/talent now meets hyperscale demand (likely $META).
Not to mention tailwinds in smart…↗
Apr 29
AlmaCap — Why SK Hynix? $000660
It's Korean, but also, a few other reasons:
> Operates across the entire memory stack (HBM, DDR5, LPDDR, NAND via Solidigm, HBF with SanDisk)
- NB: DDR5 de…↗
Apr 29
KaizenInvestor — Looks like all the CapEx guidances have been raised again during the earnings of the hyperscalers.
Here is an overview of the CapEx guidances of $AMZN, $GOOGL, $META and $MSFT.…↗
Apr 29
Serenity — @joestar1402 So markets might not like $META aggressive capex spending $145 billion… but i think the small semi supply chain players do lol.
Depends on what you’re looking at. But…↗
Apr 29
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
The Future Investors — 𝗠𝗲𝘁𝗮 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $META
EPS: $10.44 vs $6.64 est. ✅
Revenue: $56.31B vs $55.56B est. ✅
Daily Active People: 3.56B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $58B…↗
Apr 29
unusual_whales — BREAKING: $META earnings:
- EPS: $10.4, est: $6.82
- Revenue: $56 billion, est: $55 billion
Amazon, $AMZN, earnings:
- EPS: $2.78, est: $1.64
- Revenue: $181 billion, est: $177…↗
Apr 29
TheValueist — $META (Bloomberg) -- Meta reported revenue for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Revenue $56.31 billion, +33% y/y, estimate $55.51 bil…↗
TheValueist — Getting ready for some Mag7 fireworks.
$AMZN $GOOGL $META $MSFT https://t.co/rKcAZl3n5t↗
Apr 29
unusual_whales — 4 of the MAG7 report this afternoon $AMZN $GOOGL $META $MSFT
$MSFT has had a recent streak of earnings prints that resulted in price movement that far exceeded the expected move,…↗
Apr 29
Jerry Capital — Strong omen for $META results tonight.
Glasses are about to go mainstream and Zuck has the AI power to finally unlock them.↗
Apr 29
JC Investing — How does everyone think earnings tonight is going to go?
$GOOG $META $MSFT $AMZN↗
Apr 29
InvestmentGuru — $MU $MSFT $GOOG $TSLA $META
Strong setups in this market.
Leaders remain leaders for a reason, and healthy pullbacks often create the best opportunities. any meaningful pullback i…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
mon — Today is set to be the busiest day of the year so far on Wall Street.
> Fed rate decision
> Powell’s last press conference as Fed Chairman
> $GOOGL, $MSFT, $META, & $…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
Mike Investing — These next 24 hours are going to make, or break many portfolios…
$MSFT, $GOOGL, $AMZN & $META all report earnings after the bell tomorrow.
Not only this, but Jerome Powell wi…↗
Apr 28
JC Investing — POV: you full port $SOFI for earnings on Wednesday instead of $AMZN $META or $GOOG https://t.co/BKSVJkrj46↗
Apr 28
The Future Investors — Tomorrow is the biggest day of earnings season 🔥
4 of the biggest tech giants report after the bell 🔔
$AMZN | Amazon
$MSFT | Microsoft
$META | Meta
$GOOGL | Alphabet
Which of…↗
Apr 28
InvestmentGuru — $VTIX
Omni One is turning VR into real physical movement — walk, run, train inside virtual worlds.
Now gaining defense traction: integrated into U.S. Marine Corps training sims,…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
Serenity — “1.6T optical modules are near mass adoption this year”
So nothing new but this just confirms timelines for volume production/mass adoption H2 2026.
$AVGO and $MRVL are cited as…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
The Future Investors — $META Meta signed a deal with startup Overview Energy for up to 1 GW of solar power beamed from space at night ☀️🛰️
The project could help power Meta’s AI data centers starting a…↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
Daniel Koss — @JustusFult99485 $NBIS CEO: the only reason $META only made a $3B deal is because we didn't have more capacity. For comparison.↗
Apr 26
mon — 1. Talks between the USA and Iran cancelled.
2. Isreal and Lebanon are at war again.
3. Strait of Hormuz closed.
4. Bank of England predicts a correction.
5. Big earnings coming u…↗
Apr 25
Raging Capital Ventures — Big tech companies like $META may be cutting coders due to AI, but average businesses should be hiring them.
AI provides the opportunity for *every* business to transform themsel…↗
Black Panther Capital — 👀 next week might be the most important week of 2026 for AI infrastructure investors.
$MSFT, $GOOG, $AMZN, $META all report earnings between April 29 and May 1.
combined, these f…↗
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
Apr 24
The Future Investors — $META $AMZN Meta expands its AI infrastructure with AWS by deploying tens of millions of Graviton chips 🤖
The deal highlights a shift toward CPU-heavy "agentic AI" workloads, whe…↗
Apr 24
Serenity — @xm_build It's not even leaks though...
You know $SIVE is supplying to $JBL 1.6T LRO and when you point out $META is the likely end user (because Meta is the $INTC SiPH customer…↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 23
Serenity — @halldj00 There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their car…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Mike Investing — Here’s a truth many aren’t ready to hear…
Owning index funds will not make you rich.
They’ll let you capitalize on comfortable, but limited gains.
Since 2022
$NVDA +1580%
$MET…↗
Apr 21
unusual_whales — BREAKING: Meta, $META, is installing tracking software on its employee's computers to train its AI.↗
Apr 21
TheValueist — $META $NVDA $MU $SNDK $LITE The white-collar worker GAI training flywheel.
*META TO INSTALL TRACKING SOFTWARE ON US EMPLOYEE COMPUTERS:RTRS
*META TO TRACK US EMPLOYEE WORKFLOW DA…↗
Apr 21
Serenity — Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs.
But I'm predicting parts of localized inference to be handl…↗
Apr 20
unusual_whales — Meta, $META, has said it does not have enough workers to help it build data centers in the US, per Bloomberg↗
Apr 20
TheValueist — $META is recognizing the tremendous shortage of tradesmen required to complete all of the GAI datacenter projects on the table. They/industry should do the same with electricians.…↗
Apr 20
Daniel Koss — Will finally have time to continue my $NBIS deep dive this week!
Please don't get confused:
Yes, the stock had a massive run recently.
No, it's not overvalued.
Yes, there's still…↗
Apr 20
Jerry Capital — The only thing $GOOG needs to fear and $META stealing search share.↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 18
Jerry Capital — This seems wildly bullish $META https://t.co/QBYE4UWa0W↗
TheValueist — Mag7 green pre. This feels like a solid long into and through the summer. We will need to see where the prints shake out.
$NVDA $GOOGL $META https://t.co/eBAeYu4107↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 15
Serenity — I'm just sharing my journey and thoughts.
People give me too much credit, everyone takes their own trades.
As for me... I finished the day up +1,337.81% YTD.
$MSFT, $META an…↗
Apr 15
Serenity — @mi20483980476 Nice… I didn’t manage to time the very bottom for $META but don’t need to in the long run.
Not every day does mag7 growing at record paces sell off -20% in short t…↗
Apr 15
Serenity — Thank you $MSFT and $META.
The selloff overreaction presented a buying opportunity when:
-> Microsoft hit $360 and Meta hit $525.
You didn’t need to time the exact bottom.…↗
Apr 15
TheValueist — Trend is your friend with Mag7. The world feels right again with these names continuing to trade higher.
$NVDA $GOOGL $META https://t.co/sWwrNc3yse↗
Apr 15
The Future Investors — $META $AVGO Meta is doubling down on AI, committing to 1 gigawatt of custom chips with Broadcom in a multi-year deal through 2029 to expand its in-house AI infrastructure 🤖 ⚡ http…↗
Apr 15
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 15
unusual_whales — Mark Zuckerberg of $META has literally moved his desk to sit alongside Meta's AI researchers, and is coding again, per YF↗
Apr 14
TheValueist — Mag7 did want to go higher.
$NVDA $GOOGL $META https://t.co/77S7wHaLF9↗
Apr 14
TheValueist — Mag7 feels like it wants to go higher.
$NVDA $GOOGL $META https://t.co/oYJoewCaRW↗
Apr 14
Mike Investing — If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130…↗
Apr 13
Evergreen Capital — Muse Spark also making $META revenue projections look increasingly low. If you believe it's a good model, and Meta will apply it/future models across platforms for users/ads, drivi…↗
Apr 13
unusual_whales — Meta, $META, to bring more advertising revenue than Google, $GOOGL, per WSJ↗
Apr 13
The Future Investors — $META $GOOGL Meta is set to overtake Alphabet as the world’s largest digital ad platform in 2026 📊
💰 Meta ad revenue est. $243B vs Google est. $239B
📈 Faster growth (24% vs 12…↗
Jerry Capital — “Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock” $AMZN $META↗
Apr 13
Jerry Capital — "OpenAI’s newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company’s alliance with Amazon as a key growth driver for its enterprise bus…↗
Jerry Capital — $META likely takes some search share next↗
Apr 13
The Future Investors — $META Mark Zuckerberg is building an AI version of himself 🤖
Meta plans to use this avatar to communicate with employees, trained on his voice, style, and thinking 💬
Will we al…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
TheValueist — This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
Black Panther Capital — $NBIS has $46 billion in contracted revenue from $MSFT and $META.
> $2 billion investment from $NVDA.
> 310MW breaking ground in Finland.
> A Missouri GW campus just approved.
> R…↗
Apr 11
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 11
Jerry Capital — "The Artificial Analysis team noted that Muse Spark was the second-most capable vision model they have benchmarked (it scores 80.5% on MMMU-Pro, behind only Gemini 3.1 Pro Preview…↗
Apr 10
TheValueist — Nothing is ever a must-buy in my book. For Mag 7 names, I like $NVDA $GOOGL $META more at these prices. For $ORCL , I am staying away. Too much FUD around financing; they could abs…↗
Apr 10
mon — CoreWeave $CRWV is on a roll.
First $META increases CoreWeave partnership with a $21 billion agreement.
Now CoreWeave secures multi-year deal with Anthropic to power Claude AI mo…↗
Apr 9
Mike Investing — The S&P 500 is just -2% off all time highs.
Meanwhile many individual tech & growth stocks are still down 50-70%.
You need to focus on these 5 name ONLY as this next market cycle…↗
Jerry Capital — $META AI implemented into Meta Glasses will give Zuck a true iPhone moment. It's happening.
While Google turned into Alphabet last year.
Facebook will finally turn into Meta. h…↗
Apr 9
Jerry Capital — If my glasses thesis comes true $META https://t.co/DlqC7hVFsq↗
Apr 9
unusual_whales — Meta, $META, began removing ads from attorneys who were seeking clients that claim to have been harmed by social media while under the age of 18, per Axios↗
Apr 9
TheValueist — $META RESEARCH NOTE - Meta’s Muse Reset: Spark Validates the Wang-Led Relaunch, Not Yet the Full Infrastructure Mosaic
https://t.co/2k3VB34Owu
Bottom Line: Muse Spark should be i…↗
Apr 9
mon — $META commits to spending additional $21 billion with CoreWeave $CRWV as AI costs keep rising.
CoreWeave announced an expanded long-term agreement with Meta Platforms to provide A…↗
Apr 9
The Future Investors — $CRWV $META CoreWeave and Meta Platforms expanded their partnership with a $21B deal through 2032 💰 🤝
Meta will use CoreWeave’s AI cloud (incl. new NVIDIA Vera Rubin systems) to…↗
Apr 9
InvestmentGuru — $CRWV Shares Jump 8% Premarket After Co Announces $21 Billion Expanded AI Infrastructure Deal With $META Platforms↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Evergreen Capital — I tested $META's Muse Spark over the last few hours and came away net positive. 3 main takeaways:
1) Quality: It's a very good model. Not quite frontier but good. It showed compa…↗
Apr 8
Jason's Chips — $META might be a pretty easy 2x from here↗
Apr 8
Michael Sikand 🦑 — Imagine you build a $30B empire.
Only to lose it overnight...
$NBIS is the greatest business comeback story no one talks about.
The stock is just +2% in after a $17B $MSFT deal,…↗
Apr 8
Jerry Capital — $META fast, cheap, visual = solid consumer AI coming↗
Apr 8
Evergreen Capital — Still needs to pass the vibes test, but this looks super impressive from $META. On paper, reasoning and coding benchmarks appear broadly competitive with (though still a touch belo…↗
Apr 8
Evergreen Capital — Jensen told us MSL was here a month ago. Nobody listened. $NVDA $META https://t.co/S9VYnnkQgk↗
TheValueist — Got to like the $META r/r here. https://t.co/9lRoSwSOLJ↗
Apr 8
InvestmentGuru — Meta $META surges over +8% after announcing its first AI model from its “prized” superintelligence group.↗
Apr 8
Jerry Capital — "With Muse Spark, we're on a predictable and efficient scaling trajectory. We look forward to sharing increasingly capable models on the path to personal superintelligence soon" $M…↗
Apr 8
The Future Investors — $META Meta reenters the AI race with Muse Spark 🤖
It powers its AI apps and will expand across WhatsApp, Instagram, and smart glasses 📱🕶️
The model supports multimodal input (…↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
Apr 8
Dustin — $META Potential Cup & Handle forming
This structure is getting clearer 🫡
We have:
• Rounded base → long accumulation
• Right side recovery → strength returning
• Handle → sho…↗
Apr 8
InvestmentGuru — Overnight markets are ripping 🔥
Ceasefire news easing geopolitical tensions has flipped sentiment fast — risk is back ON.
🚀 Tech leading:
$TSLA, $AMD, $META +4%
$NVDA, $GOO…↗
Apr 7
Jason Luongo — 5. Poor Man's Covered Call on $META
$META at $575.05. Claude combined a deep ITM LEAP with a short-term call:
Buy: $450 call, Jan 2027 (delta 0.81 - behaves close to owning share…↗
Apr 7
Frenchie — 🚨Marc Tuttle vient encore de signer une masterclass.
Après avoir sécurisé $META juste avant le changement de ticker de Facebook, il vient de remettre ça avec SpaceX en vue de leu…↗
Apr 7
Black Panther Capital — $NBIS is up 435% in 12 months.
Most people think that means they missed it.
Here's what they're not pricing in:
> $27B $META deal.
> $2B $NVDA investment.
> Finland campus at…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Apr 6
Serenity — I’ve been thinking about this report more from last month…
It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think.
Because o…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 3
Evergreen Capital — There’s rightfully debate on META’s LLM prospects and ROAI. Meanwhile Instagram just served me an ad that got me to spend $1,000 on a ticket to a tech conference. Zuck is a money m…↗
Apr 2
Black Panther Capital — 🚨 I've been warning about this for weeks; a -20% drawdown. This is my last one.
I'm not a doom-poster. I don't do fear content.
This is just the most COMPLETE picture I can give…↗
Apr 1
JC Investing — How much you’d have now if you invested $10,000 10 years ago.
$VOO - $41,000 (15% Annualised)
$GOOG - $70,000 (20% Annualised)
$QQQ - $82,000 (23% Annualised)
$AMZN - $85,000 (2…↗
Apr 1
Serenity — $AEHR looks extremely promising at ~$1.1B MC.
Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI.
If we look at the timeline and speculated customer…↗
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
Apr 1
Serenity — The War is finally over?
$MSFT to $META has largely crashed due to Macro, and we might see a recovery if this plays out.
Trump: "We'll be leaving very soon," he told reporters…↗
Serenity — This market is brutal.
If your stock doesn’t have Win in its name like a certain foundry…
More likely than not macro > individual stock fundamentals from $MU and $META.
Just a…↗
Mar 30
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 28
Serenity — @SidG1293 If they $RDDT knows people’s info for account verification. The sad reality is that their targeted ad revenue goes up like $META.↗
Mar 28
Lawrence McDonald — Coal Equities in 2026
Peabody Energy $BTU +33%
Core Natural Resources $CNR +28%
Alliance Resources $ARLP +28%
Warrior Met Coal $HCC +12%
vs.
Nvidia $NVDA -10%
Meta $META -20%
Mi…↗
Mar 28
Serenity — My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market.
One of them ends up as the next AWS in 5 years:
My guess it’s Nebius.
It's not winner takes all (DigitalOce…↗
Mar 28
Lawrence McDonald — Coal and gas equities are crushing it amid the AI power crunch. Utilities > Mag7: The $META deal with Entergy ($ETR) (new highs, 20% off the December lows) is Exhibit A for why…↗
Mar 28
Serenity — This was Trump back in 1988 in an interview about Iran:
“I’d do a number on Kharg Island. I’d go in and take it.”
I’m pretty sure markets from $MSFT to $META are pricing in the r…↗
Mar 27
Jason Luongo — You could buy 100 shares of $META right now for $52,700.
Or you could buy the $500 call LEAP expiring January 2028 for $14,485. Same 100 shares of exposure. 72% less capital. Near…↗
Mar 27
The Future Investors — The Mag 7 through one lens 🕵️♂️
PEG vs 10Y avg PEG
(<1 = cheaper vs history)
🟢 $NVDA | Nvidia → 𝟬.𝟮𝟴
🟢 $META | Meta → 𝟬.𝟱𝟵
🟢 $AMZN | Amazon → 𝟬.𝟲𝟮
🟢 $MSFT | Micros…↗
Mar 27
Serenity — Are we not using social media anymore?
$SNAP down -50.6% YTD
$RDDT down -44.6% YTD
$PINS down -32.2% YTD
$META down -26.35% 6M
Companies like Snapchat with excessive SBC makes se…↗
Mar 26
Mike Investing — Every Magnificent 7 stock has officially seen double digit downside…
Here is how far these names are from their 52 Week highs:
$MSFT -34%
$AMZN -20%
$META -30%
$TSLA -25%
$NVDA…↗
Mar 26
The Future Investors — $META Meta is boosting its El Paso AI data center investment from $1.5B to $10B, targeting 1 GW capacity by 2028, creating 300 jobs, and adding 5,000 MW of clean power to the grid…↗
Mar 26
Serenity — Warning about $VCX.
A very popular ETF with weighting toward (Anthropic, Databricks, OpenAI, Anduril, and SpaceX).
Ask yourself this:
Is SpaceX is worth 23 times $META valuatio…↗
Mar 26
Serenity — Lot of people were asking about my top 3 anime:
1) Eminence in Shadow - Kadokawa (TYO: 9468)
2. Classroom of the Elite - Kadokawa (TYO: 9468)
3. Re:Zero - Kadokawa (TYO: 9468)…↗
Mar 26
Serenity — The US tech selloff from $MSFT, $GOOGL and $META looks really overdone now?
Mag7 roughly down:
Microsoft down -21.9% YTD
Google down -7.69% YTD
$AMZN down -7.36 YTD
Meta down -8…↗
Mar 25
The Future Investors — Meta is turning Facebook and Instagram into shopping platforms 👤🤖
AI adds one-tap checkout and keeps users inside the app.
Powered by affiliate partnerships with Amazon, Mercad…↗
Mar 25
The Future Investors — $ARM $META Arm launched its first-ever in-house CPU (AGI), designed for AI data centers 🤖
Meta is the first major customer and co-developer, planning multiple generations 🤝
The…↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 24
Serenity — @TheVantaBlack Not yet, but leaps on $MSFT, especially with OpenAI liquidity unlock feels more compelling here?
Same with $META with blowout earnings, delaying Avocado launch does…↗
Mar 24
Serenity — Feel like Mag7 selloff from $META at $593 to $MSFT at $373…
Has gone a bit too far?
At this point, risk/reward feels on hyperscaler spend vs. ROI vs. macro climates, feels compe…↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 22
Serenity — I was mapping second-order effects of the $2B company that does AI for Cows.
I just realized something brutal:
Shepard Dogs Are Going to Be Unemployed.
AI displacement is com…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Mar 20
Damnang2 — I posted a subscriber update summarizing today’s networking conversation☕️
It mainly focuses on $META, and I think it will give you a rough sense of why Meta acquired Moltbook, wh…↗
Mar 20
Jerry Capital — I think if $META spent $100 billion ish on making a smartphone rather than "metaverse" they would be in a spot to take an AI shot at the phone market.↗
Mar 20
Puru Saxena — 📢 AlphaTarget PULSE 🎙️
New pod, topics discussed:
- Middle-East conflict
- Impact on the stock market
- AI + software stocks
- $NVDA GTC Highlights
- Agentic AI
- $META Metave…↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
Jerry Capital — IMO $AMZN and $META should be trying to release a new phone every tech cycle.↗
Mar 19
Michael Sikand 🦑 — This GTC panel had the TOP brass in AI networking.
SVPs from $NVDA, $META, $CRWV, $MSFT
Takeaway: Co-Packaged Optics is the holy grail and the "biggest" shift over 5 years.
I th…↗
Mar 19
Jerry Capital — "We are often asked whether $META would consider pulling back on frontier model investments and instead use someone else’s LLM. The savings would be real, we estimate frontier mode…↗
Mar 18
The Future Investors — $META Meta is shutting down Horizon Worlds on June 15, removing it from VR headsets as it shifts focus away from the metaverse toward AI 🤖
Good decision by Meta to move away from…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 18
The Future Investors — $META Meta’s Manus launched a desktop app that brings its AI agent directly onto personal computers 💻
Previously cloud-only, the agent can now run locally — aligning with rivals…↗
Mar 17
Jerry Capital — Years of Efficiency ™️ $META https://t.co/ootKbN4tIK↗
Mar 17
mon — $NBIS down 7.19% today. 🧐
Jim Cramer never fails.
On a serious note, NBIS did raise money after the massive $MSFT deal. So this recent raise, after securing a much larger deal w…↗
Mar 16
mon — What a great day.
- $NBIS secured a mega deal with $META.
- Lifted the whole sector. $IREN +8%, $CIFR +7%.
- Great day for $NUAI +20%, then ended +10%.
- $UAMY had one of its bes…↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 16
mon — $IREN investors should be very happy about the $NBIS x $META deal.
IREN is up 6% on external news and has broken out of its downward trend.
If the stock can gradually rise on out…↗
Mar 16
Mike Investing — $NBIS is up +14% this morning after signing a MASSIVE, $27 billion AI spend contract with $META.
Under the 5 year agreement, $NBIS will provide $12B in compute capacity to $NVDA (…↗
Mar 16
The Future Investors — $NBIS $META Nebius signed a 5-year AI infrastructure deal with Meta worth up to $27B.
Nebius will provide $12B of AI compute capacity using NVIDIA’s Vera Rubin platform starting i…↗
Mar 16
mon — 🚨: $NBIS +14% signs new AI infrastructure agreement with $META.
Total contract worth up to $27bn. 👏
Pre-market:
$IREN +6%
$CIFR +5%
$CRWV +6%
Great news.
Very positive to the…↗
Mar 16
KaizenInvestor — It is the good news week show at $NBIS. First, the partnership with $NVDA and now they have expanded their partnership with $META.
Key Details of the Agreement
• Dedicated Capac…↗
Mar 16
Michael Sikand 🦑 — The Iran War has exposed our economy's extreme dependence on the ocean.
If our enemies control the sea, they control the world.
This was exactly my thesis when I went balls deep…↗
Mar 15
Jerry Capital — Where $META stands in the SOTA AI race? They aren't in it. Here's a ranking of a variety of models. https://t.co/OYF9M4bl3u↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Michael Sikand 🦑 — $META might slash 20% of its workforce.
We're talking 1/5 of the smartest ppl you've ever met, Thanos snapped.
Finding asymmetric stocks is about to be one of the most critical s…↗
Mar 14
TheValueist — If $META can't figure out how to build a consumer-facing GAI business, at least they will be able to drive earnings and FCF growth through cost reductions.
$NVDA $MU $SNDK $LITE…↗
Mar 14
The Future Investors — $META Meta plans layoffs that could affect 20%+ of its workforce as it ramps up massive AI investments, including huge data center spending through 2028, expecting AI to help small…↗
Mar 13
Evergreen Capital — This sounds great in theory but is less grounded in reality. CSPs do buy $NVDA because of customer demand. They demand it because it’s the best system for most HPC workloads. This…↗
Mar 13
Jerry Capital — "The interesting thing is that either way, investors will be happy about it." $META↗
Mar 13
Jerry Capital — @ContrarianCurse @borrowed_ideas the point the OP is trying to make is that if you are selling external compute as CSP you *have* to offer $NVDA because customers *demand* it. If…↗
Mar 13
Jerry Capital — Added to $META they dont need SOTA model↗
The Future Investors — $META Meta unveiled four new MTIA AI chips for its data centers, including MTIA 300 (already deployed) and MTIA 400 (testing complete), with two more coming by 2027 to power AI rec…↗
Mar 11
The Future Investors — 🟣 𝗟𝗮𝘆𝗲𝗿 𝟰: 𝗠𝗼𝗱𝗲𝗹𝘀
AI models turn computation into intelligence. They understand language, images, video, biology, and more.
Key companies:
$GOOGL | Alphabet
$META |…↗
Mar 10
Jerry Capital — @RahulCapitalLLC I think $GOOG $META and $AMZN are better longs right now. I only have 1% in $MSFT.↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 7
JC Investing — How much you’d have now if you invested $1,000 10 years ago.
$VOO - $4,100 (15% Annualised)
$GOOG - $7,000 (20% Annualised)
$QQQ - $8,200 (23% Annualised)
$AMZN - $8,500 (23% An…↗
Mar 7
The Future Investors — $ORCL $META Oracle and OpenAI cancelled plans to expand an AI data center in Texas due to financing issues and changing needs ❌
The broader Stargate project and other data center…↗
Mar 5
Carolyn Boroden — $META I don't have any new buy triggers in this one but I'll be watching for one around these pullback areas. 645.19-646.27 stands out...but will watch the others also! https://t.…↗
Mar 5
Michael Sikand 🦑 — $APP is up 23% since this post.
It was the easiest $$$ ever if you realized what was happening.
It's not a "software" company, yet its IGV inclusion (4.8%) was dragging it down a…↗
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
JC Investing — What happened? I thought you all were monitoring the situation 😭
$HOOD $META $GOOG https://t.co/Td8wmHnFuR↗
— @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
Feb 25
Michael Sikand 🦑 — I found a diamond in the software carnage.
$APP did $3.95B in free cash flow on $5.48B of revenue last year while growing 70% year over year.
But it's down from ATH of $700+ to…↗
Feb 25
Nancy Pelosi Stock Tracker ♟ — Big Buy Alert 🚨
Rep. Cleo Fields just disclosed ~$915K of new trades
Buys: $915K
Sells: $0
Biggest buys include
~$250K of Google $GOOGL
~$250K of Micron $MU
~$250K of Meta $MET…↗
Feb 24
Jerry Capital — Everyone pontificating over nonsense when you just need to own $META the clearest AI winner. All we will do is watch AI videos.↗
Feb 24
Jerry Capital — Contextualizing Gigawatts
"up to 6GW" $META https://t.co/zxctd6McHp↗
Feb 24
The Future Investors — $AMD $META AMD and Meta announced a multi-year partnership to deploy up to 6GW of AMD Instinct GPUs to power Meta’s next-gen AI infrastructure ⚡🤖
The first 1GW deployment ships i…↗
Feb 24
Mike Investing — $AMD shares spike 14%+ in pre market after announcing a deal with $META to sell them up to $100B worth of AI chips.
This deal secures up to 6 gigawatts of capacity, & potentia…↗
Feb 23
Daave “3 and 30” Tepper — knowledge is being replaced by compute stop stressin
$nbis $goog $meta
If meta unleashes its training compute for inference meta to the moon. No position but do think they ought…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 19
KawzInvests 🦑 — $AEP Jan 2027 LEAP calls trading at sub-20% IV while the stock sits at $127.
This is mispriced optionality on the hyperscaler power demand thesis.
AEP's contracted data center lo…↗
Feb 18
JC Investing — NVIDIA didn’t jump as much as I expected today
Especially off the back of the multi year partnership with $META
Also I feel like people are forgetting their guidance is $720m of…↗
Feb 18
JC Investing — Heavy Capex but no AI bubble?
I thought this was an interesting infographic🔋
The chart's core argument against an AI bubble:
Unlike the dot-com, today's spending is heavy but…↗
Feb 18
Jerry Capital — “This is the first time we have found a recommendation model architecture that can scale with similar efficiency as LLMs." $META↗
Feb 17
The Future Investors — $META $NVDA Meta has signed a multibillion-dollar, multiyear deal to buy millions of Nvidia’s next-gen AI chips, including its new Vera Rubin GPUs and standalone CPUs, despite deve…↗
Feb 17
KawzInvests 🦑 — $RDDT trading at $140, down 50.6% from ATH of $283 despite strong fundamentals.
Q4 2025 Metrics:
Full-year revenue $2.2B, +69% YoY (57% 5-year CAGR)
Q4 revenue $726M, +70% YoY
Q4…↗
Feb 17
Jerry Capital — Zuck creating engrams $META
https://t.co/VmaAtk9yNG↗
Feb 15
Mike Investing — All 7 members of the MAG7 are seeing major drawdown thus far in 2026:
$MSFT -17%
$AMZN -14%
$TSLA -7%
$AAPL -6%
$META -3%
$GOOGL -2.3%
$NVDA -2%
The bottom for $MAGS will happen…↗
JC Investing — I know that...
$TSM will be a $1250 stock
$HOOD will be a $300 stock
$NVDA will be a $1000 stock
$TSLA will be a $2500 stock
$META will be a $1,200 stock
… just a matter of e…↗
Mike Investing — When you invest $1,000 into the S&P 500, here’s what you truly buying fully broken down…
~ $72 into $NVDA (Nvidia)
~ $64 into $AAPL (Apple)
~ $63 into $GOOGL (Google)
~ $49 into $…↗
Jerry Capital — $META likely about to obliterate what's left of boomers minds with AI over the next 20 years. You think you're getting inheritance? That's Zucks money to take.↗
Feb 6
Lawrence McDonald — Unchanged since
Google $GOOGL November 2025
Facebook $META January 2025
Amazon $AMZN July 2024
Oracle $ORCL June 2024
Microsoft $MSFT January 2024↗
Mike Investing — This current market pullback has now officially entered April 2025 levels in terms of downside in growth stocks…
$BMNR -73%
$IONQ -65%
$ONDS -53%
$IREN -39%
$CIFR -56%
$ASTS -31%…↗
Jerry Capital — @CCM_Brett $META has been stealing share of the advertising market from Google for 15 years or so.
However that's not what I was referring to. I meant $META is competing against G…↗
Feb 5
JC Investing — This AI selloff is overblown and lacks legs to stand on.
$AMZN earnings today should mirror $META reaction, not $MSFT or $GOOG post earnings movement.
We’re very close to a NAS…↗
Feb 5
Jerry Capital — $META has a better chance of controlling a leading LLM than Anthropic does in 5+ years.↗
Feb 5
Mike Investing — We are actively seeing the largest transfer of corporate treasury to silicon ever seen in human history…
Some of the most notable 2026 CAPEX includes:
~ $GOOGL $185B (+98% YoY)
~…↗
Feb 4
Nancy Pelosi Stock Tracker ♟ — New Big Buy Alert:
Rep. Cleo Fields just filed ~$550K of new stock buys
- Bought $100K or IREN $IREN
- Bought $250K of Google $GOOGL
- Bought $100K of Meta $META
- Bought $100K o…↗
Mike Investing — Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…↗
Jan 28
The Future Investors — 𝗠𝗲𝘁𝗮 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $META
EPS: $8.88 vs $8.21 est. ✅
Revenue: $59.89B vs $58.41B est. ✅
Daily Active People: 3.58B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝟮𝟬𝟮𝟲
Revenue: $53.5…↗
Jan 28
JC Investing — $MSFT and $META are down bad on reactions of earnings
Let’s hope $TSLA isn’t this bad also! https://t.co/4Bc0pvpAYo↗
Jan 28
Mike Investing — $MSFT, $META, $GOOGL, & $AMZN are all going to have a common issue stated during their earnings calls…
That will be the ongoing power constraints as AI rapidly expands.
These…↗
Jan 27
The Future Investors — $META $GLW Meta announced a up to $6B multi-year deal with Corning to supply fiber-optic cables for U.S. data centers, boosting domestic AI infrastructure and expanding Corning’s N…↗
Jan 25
Mike Investing — The earnings & macroeconomic lineup for this week is INSANE…
This week we have $TSLA, $META, $MSFT, $AAPL, $UNH, $ASML, & $SOFI all reporting earnings.
On the macroeconom…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
Jan 23
The Future Investors — Next week, 4 of the Magnificent 7 report Q4 earnings; $TSLA $MSFT $META and $AAPL
Here is the first look at all Mag 7 earnings estimates 📊👇 https://t.co/vDTVLGpKlr↗
Jan 21
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 14
Damnang2 — $AMD 는 엔비디아를 이길 생각도 없고 필요도 없다. 미친 AI 수요 속에서 시장의 공급과 선택지를 확장하는 방향으로 갈 것이다.
실제로 $Meta 같은 대형 고객들도 단일 벤더 의존을 줄이기 위해 AMD 가속기를 공격적으로 도입하는 중. 표준 기반 인프라, CPU GPU DPU를 아우르는 풀스택, 그리고 ROCm 오픈…↗
Jan 12
Damnang2 — 결국 예상한 대로 이렇게 되네요. Reality Labs 쪽 인원 감축, AI infra쪽 집중. 아티클에도 올려둔 게 있으니 관심있으시면 한번 읽어보세요 $meta↗
Jan 9
The Future Investors — $META $VST $OKLO Meta has signed long‑term nuclear energy agreements with Vistra, TerraPower and Oklo to help power its AI infrastructure, including the Prometheus supercluster ☢️…↗
Jan 6
Ray Wang — $NVDA CEO Jensen Huang on the future of AI.
- Frontier Models: Expects verticalization and domain specialization; major players with existing verticals ( $META and $GOOGL) will t…↗
— 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 - 𝗥𝗼𝘂𝗻𝗱 𝟵𝟰
Two global tech giants shaping how billions connect and consume 🌍
Who’s your long-term pick?
⚔️ Round 94: $AAPL vs $META
Sector:…
The Future Investors — You have $100,000 to invest 💰
Two tech giants are on the table — but you can only choose one for the next 5 years. $AMZN $META
Which do you pick, and why? 🤔👇 https://t.co/n30R…↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
Dec 4
The Future Investors — $META Zuckerberg plans to cut Meta’s metaverse budget by 30% in 2026, after years of big spending and limited results. Meta is shifting focus toward AI
Is the metaverse dead — or…↗
Dec 4
Mike Investing — $META is up over $40+ in pre market trading after the CEO announced up to 30% cuts for Metaverse efforts…
Since November 20’th $META has rallied now over $100+ since.
This is my…↗
Dec 4
Mike Investing — Each and every one of these following 7 picks below are extremely undervalued…
1. $TSLA at $440
2. $ASTS at $60
3. $UNH at $330
4. $ORCL at $200
5. $LULU at $180
6. $META at $640…↗
— The AI model race is heating up… 🤖🔥
🥇 Google — 18 models
🥈 Meta — 14 models
🥉 OpenAI — 10 models
Who takes the lead over the next 12 months? 👇 $GOOGL $META https://t.co/t1Z…
Mike Investing — This year I’ve called the bottoms and caught…
1. $TSLA at $210
2. $LMND at $35
3. $NBIS at $62
4. $AMD at $75
5. $PLTR at $65
6. $HOOD at $30
While I do still really like these 6…↗
Nov 26
Mike Investing — These 7 stocks remain the Best Buy’s as we head into 2026, and are going to outperform the markets by a significant margin…
1. $META
2. $UNH
3. $NVO
4. $OSCR
5. $IREN
6. $SOFI
7.…↗
Nov 26
Mike Investing — $META is the most undervalued mega cap, but it won’t stay this way for long…
With revenues up 26% YoY, heavy insider buys, and only at a 20x P/E show $META is a clear buy.
Buying…↗
Nov 25
The Future Investors — $GOOGL $META Meta is considering spending billions on Google’s TPUs, including for its own data centers. This could open a huge new market for Google & Broadcom 🚀🔥
Is this a…↗
Nov 25
Mike Investing — Many will regret in a few months why they didn’t buy $META today at just a 20x P/E…
With revenues up 26% YoY, and in talks with $GOOGL to save 30% from $105B in Capex it’s clear $…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 20
Mike Investing — $META is the most obvious buy available within the markets as it’s currently down -25% from its highs…
With $META sitting at a 20x P/E meanwhile revenues are up 26% YoY show it’s…↗
Nov 16
Mike Investing — These 7 stocks are the best investments available as we head into 2026…
1. $IREN
2. $TSLA
3. $META
4. $SOFI
5. $ZETA
6. $ASTS
7. $GOOGL
Take advantage of pullbacks before the nex…↗
Nov 15
Mike Investing — While the market has yet to bottom, this pullback has presented many great opportunities…
Below are the top 5 Best current Buys:
1. $META
2. $GRAB
3. $PLTR
4. $AMZN
5. $SOFI
Th…↗
Nov 14
Daave “3 and 30” Tepper — @P_Remarks @WaterworldCapi1 Zuck is 100x more likely to announce he’s built a hyperscaler than to say he’s dropping capex - and $meta will rip
Stop lookin at the tape↗
Nov 13
Mike Investing — $META has pulled back -25% from its highs, and has now reached unreasonably undervalued levels…
With Revenues up 26% YoY and heavy insider/institutional buys it’s clear $META is a…↗
Nov 12
Lawrence McDonald — Trend Break Alert $SLV vs. $GLD
2025 Silver Names Destoying AI Plays
$SILJ +139%
$SIL +121%
Nvidia $NVDA +43%
Oracle $ORCL +41%
Mag 7 $MAGS +22%
Amazon $AMZN +12%
Facebook $META…↗
Nov 8
Mike Investing — $META remains one of the most obvious buys currently sitting at an absurdly low P/E of just 20x…
With revenues up 26% YoY & rapidly growing higher it’s clear $META remains an…↗
Nov 7
Mike Investing — These 4 stocks are trading at absurdly low valuations and remain obvious buys into 2026…
1. $JD with a 10x P/E
2. $META with a 20x P/E
3. $UNH with a 17x P/E
4. $ADBE with a 20…↗
Nov 6
Lawrence McDonald — @DougKass @TheStreetPro @business @tomkeene @pboockvar @hkuppy @FerroTV @lisaabramowicz1 @CNBCFastMoney @GuyAdami @HalftimeReport @pisani @carlquintanilla @ScottWapnerCNBC Last 7 D…↗
Nov 3
Lawrence McDonald — Since Thursday, Meta $META and Google $GOOGL borrowed an extra $47.5B in the bond market. You're gonna need a bigger boat. https://t.co/D46kIi4CdZ↗
Nov 3
Tech Fund — Deutsche buy thesis on $META:
"We have been here a couple of times before, and each time it ended the same way... good for META's longer-term equity value. This time, Meta is ac…↗
Nov 1
Lawrence McDonald — *Discussion - Recorded days before $META eps results.↗
— $META LOOKS TO RAISE AT LEAST $25 BILLION FROM BOND SALE
Meta's Total Debt Load
2025a: $70B (post the new bond sale)
2025b: $45B (pre the new bond sale)
2021: $14B
*Former cash…
Lawrence McDonald — Zuck’s $META the old “one time charge” during a $2T Capex arms race trick. Former cash cow, becomes a cash incineration machine. https://t.co/A0CqE57b5L↗
Oct 29
The Future Investors — 𝗠𝗲𝘁𝗮 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $META
EPS: $1.05 vs $6.72 est. ❌
Revenue: $51.24B vs $49.39B est. ✅
Daily Active People: 3.54B
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟰 𝟮𝟬𝟮𝟱
Revenue: $56B-…↗
Oct 29
Leveraged Cat — $META earnings showcasing exactly what I argue here.
Are they burning cash? Yes.
Will it pay off? Who knows.
Is that cash they're spending flowing to hundreds of small cap co…↗
Oct 27
Ray Wang — On $META and OpenAI.
OpenAI, with 20% of its 3,000 employees being ex-Meta staff, is shifting toward a Meta-like focus on user engagement and daily activity, potentially incorpor…↗
Oct 25
Daave “3 and 30” Tepper — Smart deal for both $meta and blue owl. blue owl can size this appropriately and certainly co-invest a lot of it out to insurance companies.
I’d say at least $1tn more appetite f…↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 22
Ray Wang — Came across a note from KGI indicating that MediaTek’s ASIC revenue is expected to be lower in 2026 and 2027, which partly aligns with my view.
That said, I think 2027 might be s…↗
Oct 22
The Future Investors — $META $OWL Meta and Blue Owl Capital formed a $27 billion joint venture to build the massive Hyperion AI data center in rural Louisiana. Blue Owl will own 80%, Meta 20%, while Meta…↗
Oct 21
Ray Wang — "In a recent closed-door meeting, the company reiterated the $AMZN Trainium 3 schedule, confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; T…↗
Oct 16
Raging Capital Ventures — I didn’t realize natural gas guru John Arnold is now on the board of $META↗
Oct 13
Ray Wang — Another W for $NVDA on networking (but honestly kinda expected). Ethernet? No problem.
“NVIDIA today announced that $Meta and $ORCL will boost their AI data center networks with…↗
Oct 10
Ray Wang — Some update on MediaTek: MediaTek reported September consolidated revenue of NT$54.33 billion, up 22% MoM and 21.6% YoY.
For the first three quarters of 2025, cumulative consolid…↗
Oct 9
Mike Investing — $UNH is breaking out and is setup to see a V shape recovery towards ATHs soon.
Billionaires like Warren Buffet loaded $5B of $UNH in Q2 and are still continuously adding.
If you…↗
Oct 6
Ray Wang — China’s SiC Startup Quietly Cracks $META AI Glasses Supply Chain
- A Chinese SiC startup has reportedly secured a spot in Meta’s AI smart-glasses supply chain, finding a new high…↗
Oct 3
Ray Wang — I think this note on $DELL should be quite true. The sentiment of this is at least alighed with data points and comments from Wistron and Wiwynn. As previously noted, the data poin…↗
Oct 2
Ray Wang — $NVDA AI server ODM partner WiWynn (Wistron) says AI server order visibility now stretches through 2027 — backlog so strong it’s running out of factories and racing to build more.…↗
Oct 1
Ray Wang — More updates on MediaTek, $MRVL, and $META. https://t.co/fzgoM9aZL1↗
Oct 1
Ray Wang — That day has come— $META will start using people’s conversations with its AI chatbot to help personalize ads and content. https://t.co/Zl1gDTPbOq↗
Tech Fund — Be careful with analysts using Shiller PEs to value growth companies – the Shiller PE takes into account EPS of 10, 9, 8, etc. years ago!
Imagine using $NVDA $META $MSFT $GOOGL etc…↗
Sep 23
Mike Investing — $UNH is breaking out and will have its largest upside move in its history very soon…
This is the final warning for all $UNH bears before the incoming 20/30% squeeze.
If you misse…↗
Sep 23
Ray Wang — 2) MediaTek's downside news on ASIC with $GOOGL.
Pay close attention to this $GOOGL ASIC project, which remains critical, as well as a potential one from $META.
That said, even…↗
Sep 23
Ray Wang — $META: "if we end up misspending a couple of hundred billion dollars, I think that that is going to be very unfortunate obviously. But what I'd say is I actually think the risk is…↗
Sep 23
Ray Wang — @przidnt1 I think u misunderstood. The part on Meta is about the competition between MediaTek and $AVGO for design service for next gen MTIA of $META↗
Sep 23
Ray Wang — Morgan Stanley said MediaTek's $GOOGL TPU (v7e) is expected to tape out in October, and has a 50% chance of winning the $META ASIC project.
"The long- awaited 3nm Google TPU is e…↗
Sep 21
Mike Investing — $UNH is currently forming a bull flag and is about to breakout towards the 200WMA at $500…
This is the final warning for all bears as the incoming squeeze will lead to a 20/30% po…↗
Sep 13
Mike Investing — $UNH is breaking out and will see a V shape recovery to ATH’s next within the next few months…
If you missed the V shape move on $META from $87 to $790+ then you don’t want to mis…↗
Sep 10
Mike Investing — Retail has won, and won big on $UNH and the V shape rally isn’t anywhere near over yet…
With two massive gaps above, $UNH will drive upward to the 200 WMA at $480 by December.
Ex…↗
— whats striking today is the long put buying (blue line) in the nasdaq... $META may have triggered a lot of downside repricing https://t.co/wOF9MdseTH
Mike Investing — $UNH is breaking out and will see a massive squeeze for a V shape recovery soon…
Billionaires such as Warren Buffet bought $5 Billion worth of $UNH stock during Q2.
Buying $UNH t…↗
Aug 10
Mike Investing — $UNH will see a massive V shape squeeze soon…
Institutions and Whales continue to load such as Chris Davis who added $1 Million into $UNH.
This setup is identical to $META in 202…↗
Aug 7
Raging Capital Ventures — @B__Digs -23% audience decline in linear, TikTok and $META Reels crushing them↗
Alex Morris (TSOH Investment Research) — $META Q2 FY25 Follow Up Call: "We’ve stood up a new team focused on developing the next generation of models, and we are putting the compute that we think we need behind that effor…↗
Mike Investing — I’m officially calling it…
$UNH is extremely close to its bottom in which from there will make a V shape recovery towards all time highs.
This setup is identical to $META in 2022…↗
Nancy Pelosi Stock Tracker ♟ — One of the wealthiest politicians in congress just filed new trades
Rep. Mike McCaul disclosed up to $19,000,000 of new buys & sells
- Buying ~$300K of $ASML
- Selling ~$850K of…↗