$Meta Platforms, Inc.(META)$ 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.
$Wells Fargo(WFC)$ 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.
$Snap Inc(SNAP)$ The market may not be keen on Specs today, but there's a reason why $Meta Platforms, Inc.(META)$ , GOOGLE, and Snap are all racing toward AI wearables. If smart glasses become a major category, the debate in 2026 won't be about how much Specs cost. It'll be about who built the best platform.
$Meta Platforms, Inc.(META)$ META is struggling too. This looks like a buy zone to me; whenever everyone panics and gets cautious, that's often the time to consider moving in.