$AST SpaceMobile, Inc.(ASTS)$ People are seeing the $Meta Platforms, Inc.(META)$  news and buying right through the overnight session. The momentum feels pretty bullish. Looks like there's a chance to retest $90 this month.

$Reddit(RDDT)$ $Meta Platforms, Inc.(META)$  $ServiceNow(NOW)$ This is the kind of game market makers play. Punish the stock on good earnings and sell it off, then run it right back up in a matter of days.

$Meta Platforms, Inc.(META)$ Meta basically said the same thing as Microsoft on expenditures, they just messed up the explanation. Still, the stock shouldn't be down this much.

$Meta Platforms, Inc.(META)$ EPS came in a bit light, dragged down by legal and severance charges. Strip those out and it looks like a sizable beat.

$Meta Platforms, Inc.(META)$  If Zuck comes out and says something about AI and shifts the focus toward maximizing profits for shareholders, the stock could really take off.

$Meta Platforms, Inc.(META)$  Something feels off this time around. Last earnings, everyone was bullish, calling for $700+, then the capex surprise hit and the stock dropped $70 just like that. Now, going into this earnings, the mood has completely flipped — people are talking about $500 to $550. It might actually play out that way, or Wall Street could have a little surprise of its own and push it back toward $650. Since 2022, META hasn't had two straight quarters of heavy post-earnings drops. What if capex stays flat and revenue keeps pouring in? What if leasing and AI revenue come through as positives? The retail crowd seems overly bearish here, and we know how that usually ends. Same pattern as NVDA — Q1 ret

$Netflix(NFLX)$  Posting a bullish comment just because it feels ridiculous at this point. Yesterday sentiment was at 80% and today it's bearish under 50%. From where I stand, the comments themselves don't seem any different. Make up your mind, Stocktwits.

$Meta Platforms, Inc.(META)$  Google can raise capex since the stock is still up 72% on a yearly basis even after this 6% drop. Meta just needs to hint at leasing out excess compute.

$Netflix(NFLX)$  I'm looking at a few names that seem undervalued to me: $ConAgra(CAG)$ , $Goodyear(GT)$ , $The Kraft Heinz Company(KHC)$ , and NFLX.

$Netflix(NFLX)$ They have 9 billion in cash sitting in the bank and 27 billion left on their share buyback program. I think Q3 is going to be a significant quarter.

I agree with that. I have another 3,000 shares of $ConAgra(CAG)$  in my IRA, and I'm holding 500 shares of $Netflix(NFLX)$  that I won't be writing calls against for a long time. It would be nice if $Netflix(NFLX)$  started paying a dividend while we wait. I don't have $Goodyear(GT)$ , but I'm in other consumer names like $Sherwin-Williams(SHW)$  and LOW. I feel like I missed $Goodyear(GT)$  since I didn't pull the trigger at $6.00.

$Meta Platforms, Inc.(META)$  For those watching $Alphabet(GOOGL)$  closely, the key thing is what the company says about its ad business. If Google reports strong Search ad numbers, accelerating YouTube growth, and continued healthy spending from retail and SMBs, that would be a positive read-through for META. The crucial factor, though, will be margins. Strong ad demand combined with AI improving performance, without a significant margin blowout, could set up a bullish scenario for META.

I'm keeping an eye on a few names in case we see another market pullback. These are the levels I'm watching for potential entries: $Ouster Inc.(OUST)$  — below $30 $Netflix(NFLX)$  — below $55 $Amazon.com(AMZN)$  — below $220 $Meta Platforms, Inc.(META)$  — below $600 $NVIDIA(NVDA)$  — below $170 From where I stand, a pullback can sometimes create opportunities in companies with solid long-term themes. Having a watchlist ready before volatility picks up is often useful. Companies with quality fundamentals at discounted prices can present interesting risk

$Meta Platforms, Inc.(META)$ I've been watching NovaRed move higher, and it seems to have several catalysts rather than depending on just one thing. That kind of optionality makes me feel more at ease with building a position over time.

$NEBIUS(NBIS)$ At this point, someone is clearly on the wrong side of this trade with META. It could be me, but I see zero hard evidence to support a short position. They have a new contract, capex is expanding, no data center plans in New York but tons of global data center plans. Unless someone has inside news, I see no reason for the pessimism.

$Meta Platforms, Inc.(META)$ Meta seems to be going further into vertical AI integration. According to reports, the company is getting ready to launch its own in-house image generation model, called Muse. The aim is to cut down on using third-party image models across its platforms. If they execute this well, it's not just about making images. It's about bringing down inference costs, making product integration smoother, and building up Meta's long-term AI advantage. While a lot of the market is focused on AI assistants, I'm more interested in the infrastructure that supports them. For me, Meta continues to look like it's ticking a lot of the right boxes.

It's likely to go up more than most people expect. I remember back in 2021 and 2022 when there was a lot of doubt around $Meta Platforms, Inc.(META)$  as it fell about 75% from its 2021 high, hitting a low near $88 per share. Many were concerned its core business model was broken for good. That skepticism turned out to be misplaced. From that November 2022 low around $88, the stock climbed to roughly $585, a gain of over 565%. I'm also feeling positive about $Tesla Motors(TSLA)$  and my overall portfolio.

$Wendy's(WEN)$ just bought more. ride to $10 now. $SPDR S&P 500 ETF Trust(SPY)$  BTC.X REDDIT.X $Meta Platforms, Inc.(META)$ 

$Wells Fargo(WFC)$ There's a view that $Meta Platforms, Inc.(META)$  could sell its excess computing capacity for around $20B per gigawatt. Honestly, it's one of those data points that makes you quietly reconsider the whole neocloud discussion. What I'm seeing is: - The implied value for Meta's excess compute is around $20B per GW. - Neocloud names like $NEBIUS(NBIS)$  and $CoreWeave, Inc.(CRWV)$  are already trading above roughly $10B per GW in practice. - Recent real-world averages are already clustering near that ~$10B/GW level. - Demand signals still point more toward tight supply than any real ove

$Meta Platforms, Inc.(META)$ Fundamentals are looking solid right now: trading at just a 20x earnings multiple, with sales growing at an impressive 33% YoY, and EPS sitting at all-time highs (minus last quarter's one-time tax impact). The main thing the market is worried about is Zuck going a bit wild with CapEx and what the actual returns on those massive investments will be. Overall, a great setup.