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

Cathie Wood bought ~$21M of $SPCX and ~$18M of $META today.

META $700 EOW??

yes - you are 24 and to those saying it is the same fund, no it has the same top 2-3, but so does every fund - VGT is core tech, QQQM gets you capped MW nasdaq, so AMZN, GOOGL, META, etc. but the huge overlap is semis which are overwight in QQQ now, since those ran (MU, AMD, and INTC) are top 10 holdings becasue of its wieghint process. the Qs have outperformed the universe for 25 years now (after an \~80% drawdown)

Why doesn’t OpenAI acquire META ??

The people waiting for a perfect entry point are guaranteed to be tomorrows “I wish I had…”s
I might one day regret buying $10,000,in AMZN last week but I sincerely doubt it.
If much rather not regret doing the equivalent of refusing to invest in META at $40 a second time though.

# Top 10 Holdings (31.08% of Total Assets)
SymbolCompany% Assets
[](https://finance.yahoo.com/quote/AMZN/)
[Amazon.com](http://Amazon.com), Inc.**5.83%**
[](https://finance.yahoo.com/quote/GOOGL/)
Alphabet Inc.**5.23%**
[](https://finance.yahoo.com/quote/GOOG/)
Alphabet Inc.**4.17%**
[](https://finance.yahoo.com/quote/META/)
Meta Platforms, Inc.**3.09%**
[](https://finance.yahoo.com/quote/TSLA/)
Tesla, Inc.**2.96%**

There is 0 chance Google will be the first to reduce Capex. It would be a sign of weakness. And they dont need to fold first. It will be META to do first and hopefully not this month.

Yep same for CRWV, IREN, NBIS etc. META, GOOGL and AMZN will survive, other neoclouds will get obliterated. APPL did the smartest thing. Difnt invest in the build out. Like standing at the finish lime and fucking the winner.
Chinese models will fuck OpenAI, Anthropic etc pretty soon as they will be left holding a lot of debt and nothing to show for it.

BlackRock, $BLK, is leading a debt sale targeting at least $12 billion for its new El Paso data-center project backed by Meta, $META, Platforms, per WSJ

META and MSFT

I am seeing more ads for META, even WhatsApp during the World Cup. It's an ominous sign...

sideways market until google earnings, small pump then, more sideways until MSFT and META earnings next week.

META 700 eow

i use it for all companies
markets are forward looking so forward PEs are the most important metrics in the markets
Great companies at <20 forward PE in the US are usually great deals like META and NFLX now for value investors.
International stocks tend to trade at lower multiples, cyclical stocks also etc. Lots to learn here so u can ask AI about it

| Ticker | Target | Entry | Current | Move | Expires |
|:---:|:---:|:---:|:---:|:---:|:---:|
| **META** ▲ | $700.00 (above) | $648.03 | $648.33 | +8.0% | Aug 10, 4:10 PM |
| **Record** | 1W - 0L | 100% | - | - | - |

my mentality with NVO, META, MSFT, NBIS,

ouch, META is the new bear indicator

$LITE is $GME or $SMCI ?
How much revenue compare to $IBM $META $ORCL or even $MRVL

When META 1200

🚨 ATTN all APPLE GOOGLE and NVDA holders
The money will now be rotated in MSFT META and AMZN
Thank you for your attention to the matter!