$Meta Platforms, Inc.(META)$ The stock sold off across the semiconductor and infrastructure sectors, and then proceeded to drop on its own. That's a strange move.
$Meta Platforms, Inc.(META)$ Mizuho reiterated its Outperform rating and $835 price target. The positive read is around a potential Meta Compute business, which they see as a Plan B and a sign that Meta is focused on ROI from its AI investments.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I don't know what the bears are expecting with more war headlines. There's only so many times you can price in a war, and as it extends, the markets just look past it. It is what it is. So what if they're lobbing some drones around? The world isn't ending. Accept it and move on. This doesn't change the AI narrative and everything that's going to come with it.
$SpaceX(SPCX)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ This chart shows the bullish institutional footprint for SpaceX on day 3 after its IPO. It reveals significant institutional accumulation. The gravitational price levels are the gray dotted lines. Price has moved significantly away from the institutional boundaries established on day 3, and is heading toward the IPO offering support level of $135.90 - the red dotted line. Nasdaq fast-tracked SPCX's eligibility for the Nasdaq 100 (QQQ) index after just 15 t
$Meta Platforms, Inc.(META)$ It has quietly compounded operating income at about 25% annually over the last 10 years. That's roughly a 750% increase in operating income over a decade. Honestly, that kind of consistency in a mega-cap company isn't something you see often. What stands out more to me is not just the number, but the durability behind it. Through cycles, ad slowdowns, and heavy capex phases, the business still kept compounding. Why it still matters today: Ads across Instagram and Facebook are still the core cash engine. AI is now improving targeting efficiency and ROI for advertisers. Scale advantage keeps pulling more budget away from smaller platforms. This isn't a "story stock" trading on hype. It's a compounding machine that k
$Invesco QQQ(QQQ)$ FedEx $FedEx(FDX)$ Q4 results are out. EPS $6.31 beats the $5.96 estimate. Revenue $25.0B also beats the $24.04B estimate. Full-year guidance: adjusted EPS $16.90-$18.10, with revenue growth of about 11%.
My current favorite MAG stocks that I'm holding and aggressively dollar-cost averaging into: $Meta Platforms, Inc.(META)$ – The advertising machine is unstoppable. Reels, WhatsApp, and AI-driven efficiency are driving insane margins and cash flow. It remains the top play in social and the long-term metaverse/AI space. $Amazon.com(AMZN)$ – AWS is the cloud leader, e-commerce is a cash cow, and they're executing well in logistics and advertising. Every meaningful dip feels like an opportunity. $Alphabet(GOOGL)$ – Dominant in search, with a strong YouTube business, growing Cloud segment, and AI leadership through DeepMind. It's trading at a reason
$Meta Platforms, Inc.(META)$ This is the lowest P/E stock in the Mag 7, while maintaining 30% growth and record revenue. It's just incredible how they're still managing to take it lower and lower, despite already significantly lagging behind the market and even Microsoft. It's absolute insanity.
$Invesco QQQ(QQQ)$ The new Fed Chair Warsh just launched five task forces to rethink policy-making from top to bottom. No chair in recent memory has gone this big. Why does it matter? The Fed sets the rate behind every mortgage, loan, and market move. What many don't realize is that this is actually very bullish. There won't be a rate hike unless something fundamentally changes. Mark that. Oil is coming back down. Inflation will cool—it was a blip due to high energy prices. Take energy out, and we're cooling. I'm watching $SPDR S&P 500 ETF Trust(SPY)$ closely.
$Meta Platforms, Inc.(META)$ Someone came in late in the day and bought a lot of META across a wide price range, pushing the stock above 180. That was a big move.
$Quantum Computing Inc.(QUBT)$ For a company that many critics say lacks real customers, this is probably one of the more meaningful announcements QUBT has made in recent months. First, it's commercial validation. Investors have long questioned whether QUBT could turn its technology into real sales. An actual customer placing an order is more meaningful than conference presentations or research announcements. Second, it expands beyond "quantum hype." The deal centers on AI and photonic reservoir computing rather than traditional gate-based quantum computers. This may give QUBT a nearer-term revenue opportunity.