$Meta Platforms, Inc.(META)$ Taking advantage of the selling on META's capex spend seems shortsighted. Their revenue grew over 30% last quarter. I trust the process and am being patient; this name usually pays off.
$Meta Platforms, Inc.(META)$ Meta just flipped the switch on Business Agent across Instagram and Messenger. Over 1 million businesses are already on it. Big picture: they're moving into enterprise AI with integrations for $Shopify(SHOP)$ and SE. Paid plans are coming soon, which could start turning this into a real revenue engine. If adoption keeps climbing, this could be a structural tailwind for Meta over the next few quarters. Keep an eye on usage growth versus paid conversions - that's where the real potential lies.
$Tesla Motors(TSLA)$ We had a big rally recently, but on below-average volume. With all these new buyers lining up, it sure is going to continue straight to the moon.
$Tesla Motors(TSLA)$ Short sellers keep posting negative stuff. Go ahead, I don't mind. The real benchmark, the gold standard is Tesla. Without TSLA, China wouldn't be where it is, and the rest of the AI and EV landscape wouldn't be at its current state. You all are too narrow to see the whole picture.
$Tesla Motors(TSLA)$ I think it will go back to 490, which is where it was before the conflict. However, things have improved a lot since then, so it should keep moving up as the robotaxi and semi ramp up. Then once Optimus V3 is released, it could push past 600.