META
Meta Platforms, Inc. Class A Common Stock
stock NASDAQ

Been in the markets for over 20 years.
Biggest holdings are:
NVDA MSFT AMZN AVGO SHOP NFLX CRM MA
Lesser holdings are:
VOO GOOGL MCD ABNB SNOW MDB PAYC KO QQQM ASML LRCX TER BTC DXCM PINS SPOT SE MELI CRCL AAPL META DIS
Probably missing some here and there - just typing from memory. Large majority of holds are from 8-15+ years; obviously the newer issues are not are not. CRCL just there because I participated in IPO.
I see lots of real revenue and profit. Work in tech which is why you see such a heavy concentration there.

Wait for a dip. Timing isn't bad advice, but market timing is a fickle thing. I recommend looking back on a company like META and seeing how they've grown this year. You'll notice they started the year very strongly, then fell off hard. Now, they've rebounded even further than before. During the dip of NVDA, META, and a few others, I knew they were on a trajectory to recovery at the time of their dip, but unfortunately, I didn't have the capital to execute. Trump has made timing easy when he announced heavy Tarrifs on precious metals from overseas a group of friends, and I bought option calls on metal mining companies that were US based, one of those companies stock appreciated 500% BRK is a great stock to get into now. They're historically underperforming right now, which is due to the imminent buffet step-down.

Looking at the state of genAi, META may suffer abit in the short term given how much they have invested in it recently (transformers just not cutting it, it is probably not the architecture that will lead to AGI, just look at GPT-5. Sam hyperman hyped it up so much and yet it is hardly better than Claude Opus.)

I think the primary drawback of VGT is that it misses some of the biggest tech names because of their sector classifications: no GOOGL, no META, no AMZN

Congrats. Do the opposite of everyone on here.
Dont touch options - preserve and grow this capital safely.
MEME stocks will burn you.

$META $GOOGL - Big tech will grow your wealth safely.

When I did my analysis META is global Reddit is more American. So MAU is much less for Reddit. However I wouldn't short it. Average Robin Hood type of investor will buy the stock.

Stock prices dip after a good earnings report all the time. Sometimes it's completely wrapped up in the guidance. Google produced spectacular earnings with great guidance, yet barely bounced up afterwards. I know because I bought itm calls just before the report and wound up losing a few bucks (high call premiums) because I didn't sell at 9:30am. Only now is Google making a significant move and threatening to stay above 200. A good rule is that unless you have a very strong conviction going into earnings then it's best to react after the earnings report. The stock will often continue moving up at the bell or even go down if the upward move was deemed excessive (e.g. META, MSFT).

Google, Amazon, Microsoft, META, Apple have an Ai platform they are trying to corner the market with, to name a few.

At this point I only trade covered calls and cash secured puts. The biggest advantage to me in having a larger portfolio is that
\- I am not limited to stocks with with lower prices. Stocks like META and MSFT require a decent sized slug of cash to hold/or write a CC. Most mega caps have pretty high prices, benefits of trading them is they have very active and robust option markets, so you dont lose a lot of money to bid-ask slop, Also, while this isnt really that material, the effect of commissions is far less when trading options on a 500 dollar share stock vs a 25 dollar a share stock.
\- I can have a lot of positions across multiple sectors, so that I am less exposed to sector specific changes.

for me its a bad sign because I accidently shorted 99 shares of META

just because you disagree with an investment thesis doesn't make it shilling a nonsensical company. NBIS is not any random penny stock with crap-talking management. their CEO founded Yandex, which was one of the largest tech companies in Russia. I work in AI, I've seen some of their tech, and it's pretty impressive (maybe not at the same level of META/NVDA, but still impressive).

MSFT, META, or GOOGL if you want a stock
S&P 500 Index Fund FXAIX or VFIAX or whatever their corresponding ETF is.
The safest way is the mutual fund, but you have 35 years, why not invest in growth with some dividend included. You could throw in AAPL on the list, but they might have peaked.

You can beat the market with little effort if you invest in safe companies and are somewhat diversified. My favorites are: MO, META, NFLX, GOOGL, MSFT, BUD, DIS (occasionally), and COST to name a few.

You're 15, you can take some risk.
Hims is great for the long term, I also really like fubo. Their Disney acquisition will be going down soon.
Sports season is coming up which will boost earnings, good time to be in that one.
Next 2-3 years will be bananas for AMD. Even at today's prices its still a buy.. MI350 sales weren't reflected in earnings yet. MI400 next summer. The party is just getting started 💥🥳. Invest 6 figures in March/ april. That's one i am very heavy in myslef. High conviction play for me.
MAG7 Amazon, Google and META are all good buys.

Baby META goes hard!!!

Information Technology:
AKAM, AAPL, AMAT, ANET, ADSK, CDNS, DELL, DDOG, ENPH, EPAM, FSLR, FTNT, IT, GEN, HPQ, HPE, INTU, JBL, KLAC, LRCX, MCHP, MU, MSFT, MPWR, MSI, NTAP, NVDA, NXPI, ON, ORCL, PLTR, PANW, PH, CRM, STX, NOW, SWKS, SNPS, TEL, TDY, TER, TXN, TRMB
Communication Services:
GOOGL, GOOG, T, FOXA, FOX, IPG, META, NFLX, NWSA, NWS, OMC, TMUS, TTWO, TKO, TTD

The fines they pay for a data breach pale in comparison to the riches they get from AI juiced data mining. There’s a reason META went balls to the wall in hiring AI talent t

META, PLTR, NVDA, CRWD, LLY, MP.

This is good - I’d personally forget the pie. AMD and NVIDIA and META by 2030 have huge potential upside so I’d personally while the price of their shares is 170-180 i’d just lumpsum into that. Personally - wouldn’t use the Vanguard S&P 500 - use an All world Index (ACWI SPDR all world index is very solid). Also would use NASDAQ 100 from XTRACKERS for the lowest fee. Make an etf pie with 80% ACWI All world index and 20% XNAQ Nasdaq 100. Then make another pie with ur individual stocks with your own fund allocation. Put 60% into ur ETF pie and 40% into ur individual stocks per month. Do this for 2-3 years then i’d personally put in 75% into your ETF pir and 25% in individual stocks. Keep doing this overtime as your income rises and compound interest will build up.
This is just personally what i’d do. Not financial advice tho :)

ORACLE uses OCI and RDMA to enable MI355x on a Rack Scale UP and out
Not finding what META uses
does oracle use oci rdma for MI355 rack scale up
Yes, Oracle does use OCI RDMA for MI355 rack scale up. The OCI Supercluster with AMD Instinct MI355X GPUs provides a high-throughput, ultra-low latency RDMA cluster network architecture for up to 131,072 MI355X GPUs. This architecture is designed to support large-scale AI training and inference workloads, offering significant performance boosts and larger, faster memory for AI deployments.