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

I guess it depends on what horizon you are thinking of when you say long-term. If truly long term (10+ years), my recommendation is to DCA (and DRIP) QQQ/QQQM and/or SPY/VOO (and perhaps VXUS for non-US exposure). It gives you broad exposure to the biggest companies and will grow over time.
If looking for individual stocks, my favorites are NVDA, MSFT, GOOG, AMZN, ASML, TSM and META. All are mega caps and have a strong moat, with amazing fundamentals. Again - recommend DCA/DRIP instead of timing the market with these as well.

META owns some of the largest GW projects in the country.

great and META -- but you need to be ok. buying shares -- not options please

Holding MSFT and META. Def worried it will be the third earnings in a row we see a big drop.

META reports tomorrow after close, sitting right between the put wall and call wall. Anyone have a read on this?

META up, GOOGL up, AMZN down, AAPL down...SPY remains flat

GOOGLE UP, AMZN UP, META DOWN, MSFT DOWN.
GCP and AWS stealing the show while Open AI openly shits on MSFT Azure in internal memos. EU also ditching MSFT legacy solutions/office
For META, they are now dealing with tiktok/YouTube reels, possible reddit short form content, and their capex is far less justified than GOOGL/AMZN

just gambles like TGT, NKE, and META hasn't moved at all.

META 5/1 750c yes or no

I'm buying INTU, CRM, MA, MSFT, MELI & SOFI. Those are my DCA buys for this week and they have been for the last couple weeks (Around 4-5 weeks ago I had some names like NFLX, META, AMD)

I think MSFT, GOOGL, AMZN and META are all vulnerable this week. That said, MSFT is the only one I didn’t trim before earnings.

Just my daily thoughts.
**What looks good on the surface:**
* S&P 500 at record highs, up +10.8% in one month
* Price above all major moving averages (20/50/200day)              
* Credit markets calm: high yield spreads at 286 bps, nowhere near stress levels                         
* NYSE advance/decline line confirmed new highs                                                 
**What's actually happening underneath:**
* Only 55% of S&P 500 stocks are above their 200day MA. in a healthy rally this should be 70-80%+
* Only 50% are above their 50-day MA. barely half the index is participating
* Volume is collapsing on up days: 93.6M (Apr 8) -> 30M (Apr 28). that's 39% of the 20day average
* RSI at 70.67 (overbought), stochastic pegged overbought for 13 straight days
* A handful of sectors are carrying everything: Tech (74%), Financials (88%), Consumer Discretionary (80%). Meanwhile Energy (14%), Utilities (13%), Consumer Staples (26%) are getting left behind
* Insiders are selling at well above historical averages (buy/sell ratio at 0.24 vs 0.34 median)
**Why the next 3 weeks matter (Apr 29 - May 15):**            
* Apr 29: FOMC decision + GOOGL, MSFT, META, AMZN earnings all on the same day
* Apr 30: AAPL earnings + Q1 GDP report
* May 12: April CPI (risk of hot print from oil at $101/bbl)       
* May 14-15: Trump-Xi summit in Beijing
* May 15: Monthly options expiration (gamma unpin)             

I'm holding META and SNDK so I guess I'm fucked...

It’s interesting that besides GOOGL, META and MSFT also report after the close on April 29 and do not have options expiring that day. One has to wonder what is different about AMZN that it does have options expiring that day.

Ok but let’s look at these “AI Companies” then. MSFT, GOOG, META, all have good expected growth currently. Could that change? Sure, but so far it hasn’t and I doubt it will.
I also think you’re overestimating the increase in costs from oil. I own tobacco stocks and PM lowered their guidance due to increased costs and it was barely even a downgrade. Their expected EPS for the year went from 8.38 to 8.36. I know tobacco doesn’t represent the rest of the market, and I’m sure SOME companies will get hit hard, but I really don’t think the impact is going to be close to what you think. Also, PM popped on their earnings regardless of the downgrade.
I also bought CLF on thursday as a pre-earnings play and this thing blew up because of their growth projections, now I’m planning on holding. As with Tobacco, Steel isn’t a representation of the whole market, but steel and tobacco are separate from AI.
If you can find stocks that have recently reported expected costs skyrocketing I’d be very curious to read up on them. I think our disagreement simply comes from the fact that I don’t think oil costs will be as disruptive as you think. Time will tell, but for now I’m confident in the stocks I’m invested in.

I boast an above 30% correct prediction rate. Here's what to buy. RDDT, CAR, F puts, MSFT, AMZN, SNDK, META, SOFI calls. Prediction was carried out by flipping my shoe.
Expected return if you buy everything listed above: at least -40%. No need to thank me.

I believe AMZN and META and even IONQ will explode up soon. I own MU and AMD since 2025. Skate to where the puck will be, not where it has been.

META hasn't really moved at all during all of this has it ? garbage

Oh my calculations must be wrong then. I see MSFT and META well below their highs. Are you on drugs?

I have GOOGL AAPL META. I do not think they are that much down.