$Meta Platforms, Inc.(META)$ Trade idea: Oct 2 760C. Trigger at 744, targets at 758 and 785, stop at 735. META has rallied nearly 250 points over the past 5 weeks. I'd like to see 744 hold on a backtest before turning constructive. If META can establish a new base above that level, 800 is the next major upside target. META to 1000 is in play during Q1 2027.
$Tesla Motors(TSLA)$ IMC Logistics is adding 50 Tesla Semis to its California fleet, expanding its use of zero-emission trucks across drayage and longer-haul operations. The intermodal drayage provider will deploy a mix of Tesla Semi Standard Range and Long Range models. The Standard Range trucks will be used for drayage operations in California, while the Long Range models will serve routes between Southern California and inland destinations.
$Snap Inc(SNAP)$ $Meta Platforms, Inc.(META)$ The new VR glasses have convinced me to go all in on SNAP. I still can't believe how Evan just put the big boys to shame. That's world class leadership.
$Meta Platforms, Inc.(META)$ Zuck has the most balanced take on AI. I trust him a lot more than the other two drama queens. Muse is impressive. I picked up shares at 593 a few weeks back in my retirement account.
$Meta Platforms, Inc.(META)$ Muse is a game changer. What I've been able to do with it already is kind of wild. Built out my spreadsheets, tracking P&L, and it's giving me ideas on how to improve my small business. I assume they'll eventually charge for this, right?
$Vertiv Holdings LLC(VRT)$ $Broadcom(AVGO)$ $CoreWeave, Inc.(CRWV)$ Talk about an overreaction. Coreweave and $Oracle(ORCL)$ are locked into multi-year, multi-billion dollar take-or-pay leases with long-tail enterprise clients, sovereign clouds, and scaling startups that are starving for compute. They aren't sitting around waiting for Altman to decide whether he feels like training GPT-6 this month or Dario to question his conscience. Google and Amazon are designing and deploying their own custom TPUs and Inferentia/Trainium ASICs specifically to break free from external frontier dependency and power
$Meta Platforms, Inc.(META)$ The stock has moved more than $100 in under 30 days, finishing higher in 7 of the last 10 sessions. Being down only $5 from here feels fine to me. That said, it is a bit curious that JP Morgan waited for these moves and the news to play out before upgrading and raising the price target. Hopefully the gains can hold from here rather than giving it all back.
$Adobe(ADBE)$ "The news follows the stock price, not the other way around." If you follow this ticker closely and watch the numbers keep trending up and to the right, you know it's only a matter of time. The same thing happened to $Meta Platforms, Inc.(META)$ in 22' and $Alphabet(GOOGL)$ in 25'. Know what you own.
$NIO Inc.(NIO)$ Shenji, also known as GeniTech, the chip subsidiary of Nio, reached a major commercial milestone. The company secured an edge-inference project contract commissioned by the Hefei municipal government.
$NIO Inc.(NIO)$ Is there a chance we get some big market-moving news this week that pushes the S&P up significantly, especially now that institutions have been loading up?
$NIO Inc.(NIO)$ In Big Short terms, this is the part where Burry locked his investors' funds so they couldn't pull out from fear before the thesis played out.
$Meta Platforms, Inc.(META)$ Why would it go down? Did they waste all CAPEX? No, they delivered highly competitive models. Making less ad revenue? No, they are beating Google. Is it overvalued? No, it's the most undervalued MAG7.
Added more $NVIDIA(NVDA)$ , $Alphabet(GOOG)$ , and $Meta Platforms, Inc.(META)$ to my brokerage account. I'm bullish on all three long term and wanted to keep building my positions. I'm not too worried about trying to find the perfect entry point, just continuing to add to companies I believe in. Anyone else buying any of these?
$Meta Platforms, Inc.(META)$ Around four months ago this was trading at $640 and still climbing. Then Financial Times published an article saying Meta was planning a share offering, and the stock dropped below 600 and has stayed there. Where is this offering? Why is Meta still down here? It's frustrating. Now another article claims Meta is planning to spend $10B/year on Anthropic's services, which doesn't add up. Meta recently talked about banning its own employees from using Claude. It looks like short sellers are targeting this, but no one seems to be doing anything about it.