To The Moon

$Meta Platforms, Inc.(META)$ Next to water, META has the largest customer base in the world. Not concerned at all. The earnings and growth will speak for themselves. For sure institutions will be buying some soft retail.

$Meta Platforms, Inc.(META)$  Qualcomm has secured Microsoft and Meta as data center customers. According to its data center chief, these two major hyperscaler deals are expected to contribute meaningful revenue. Specifically, Microsoft will deploy Qualcomm's high bandwidth compute chip at Azure data centers. For Meta, CEO Mark Zuckerberg stated they will use Qualcomm as a supplier for data center CPUs under a strategic multi-generation collaboration. On the roadmap, commercial sampling of HBC Gen 1 with the AI250 is expected in mid-2027, with a second-generation HBC chip in 2028. Qualcomm plans to launch a data center CPU in mid-2028 and anticipates meaningful custom silicon revenue starting Q1 2027.

Reality check: despite the popular "Zuck misallocates capital" narrative surrounding the company, $Meta Platforms, Inc.(META)$  has generated over $500 billion in cash flow from operations for shareholders since 2012, with less than 50% of that spent on CapEx. Even during this AI infrastructure boom, CapEx is only 60% of CFO in 2025, with FCF reaching $46 billion. This puts the company trading at just 30x FY25 FCF. The market clearly doesn't fully appreciate how profitable this company will look in the coming years as CapEx tapers while CFO continues to expand significantly. For now, let the market complain about a founder-led mega-cap tech company leveraging its strong balance sheet and cash flow to actually innovate and grow (all while stil

$Tesla Motors(TSLA)$ We're still in decent shape... following the multiple triangle approach.

I want to add more, but there are many other solid opportunities in the AI chain beyond the hyperscalers. I've been building out two core positions: $Global X U.S. Infrastructure Development ETF(PAVE)$  Massive opportunity from the nation's infrastructure upgrade (not just data centers). It holds very high-quality names like PWR, HWM, ETN... $Invesco Solar ETF(TAN)$  Invesco ETF focused on solar and clean energy buildouts (including power for data centers). $Tesla Motors(TSLA)$  Elon being Elon, but this time with the conviction to make the calls. Autonomy, robotics. And before you bring up the Tesla crash incidents, check the court records—Tesla ha

$Meta Platforms, Inc.(META)$ My guess is we might be in a revaluation stage, where META stands out for being cheap. Expensive stocks could come down, and those that were beaten down might come up.

$Meta Platforms, Inc.(META)$ Netflix stock dropped today because Meta announced it's expanding Instagram for TV. Shouldn't this be bullish for META? Does anything other than CAPEX matter in this market?

$Meta Platforms, Inc.(META)$ Shorts probably aren't aware of the unfavorable things that are about to happen to them.

$Meta Platforms, Inc.(META)$ Hopefully Meta will get into the cloud provider business, similar to other hyperscalers.

$Meta Platforms, Inc.(META)$  This stock has been hit hard after earnings several times in the past, but it always comes back much stronger. I remember it dropped 30-40% in a couple of days before tripling over time. It's been on the downside for a while, and I think a big recovery is getting close, especially post-earnings. I expect their capex to be lower than anticipated, and with revenue growth, it should run above $700 soon.