$Meta Platforms(META)$ METAwas-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Meta Platforms(META)$

METAwas again punished for putting too much capex behind AI infrastructure.Along with the recent tech sell off after the midterm elections the share price has now declined over 21% from its recent peak.

Am expecting share prices likely to go side way for a while before a slow recovery.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Joyjoy_Cheng
11-08 19:45
Joyjoy_Cheng
🐯 昨晚美股这场暴跌，最让我警惕的不是纳指跌了5.52%，而是AI投资逻辑正在接受市场的重新检验！ 😭

AMD、美光跌超17%，闪迪跌超22%，说明高增长预期一旦受到质疑，估值回撤可能非常猛烈。

我认为现在既不能恐慌割肉，也不能看到暴跌就盲目抄底。

接下来我会重点关注NVDA、AMD和MU的订单变化、AI资本开支趋势以及盈利指引。如果只是市场情绪导致的超跌，优质龙头可能出现布局机会；如果未来业绩预期持续下修，就需要更加谨慎。

我的策略是保留现金、控制杠杆、等待市场企稳后分批布局。尤其是TQQQ、SQQQ这类每日三倍杠杆ETF，波动剧烈时更要注意每日重置和复利损耗风险。

至于亏损金额，我就不虚报战绩了，具体盈亏还是以真实持仓截图为准。😂

暴跌时最重要的不是猜中最低点，而是守住本金，确保下一轮上涨时自己还在场！ 🐯
Gladys80
11-08 12:49
Gladys80
slowly buying in .......

Leave a comment

2

6

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":626989378417520,"tweetId":"626989378417520","gmtCreate":1794101183801,"gmtModify":1794107608973,"author":{"id":4102815868703010,"idStr":"4102815868703010","authorId":4102815868703010,"authorIdStr":"4102815868703010","name":"mster","avatar":"https://community-static.tradeup.com/news/81a8fe18bd419696551df5320d8db477","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.20","exceedPercentage":"93.97%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1796358002559,"sortingWeight":0,"wearable":1},{"categoryType":1101,"badgeId":"44212b71d0be4ec88898348dbe882e03-3","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":4969,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":3836,"starInvestorOrderShareNum":1297,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-7.64,"showRor":true,"investmentPhilosophy":"Weekly options to ride the wave of the market,","winRationPercentage":78.781284,"tradeVolumeEst":0},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/31457762a315bf643e3e83fb45b74c16","width":"960","height":"1563"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/31457762a315bf643e3e83fb45b74c16","width":"960","height":"1563"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p></p>\n<p>METAwas again punished for putting too much capex behind AI infrastructure.Along with the recent tech sell off after the midterm elections the share price has now declined over 21% from its recent peak. &nbsp;</p>\n<p>Am expecting share prices likely to go side way for a while before a slow recovery.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/31457762a315bf643e3e83fb45b74c16\" tg-width=\"960\" tg-height=\"1563\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/META\">$Meta Platforms(META)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p></p>\n<p>METAwas again punished for putting too much capex behind AI infrastructure.Along with the recent tech sell off after the midterm elections the share price has now declined over 21% from its recent peak. &nbsp;</p>\n<p>Am expecting share prices likely to go side way for a while before a slow recovery.&nbsp;</p><img src=\"https://community-static.tradeup.com/news/31457762a315bf643e3e83fb45b74c16\" tg-width=\"960\" tg-height=\"1563\"></body></html>","text":"$Meta Platforms(META)$ METAwas again punished for putting too much capex behind AI infrastructure.Along with the recent tech sell off after the midterm elections the share price has now declined over 21% from its recent peak. Am expecting share prices likely to go side way for a while before a slow recovery.","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/626989378417520","repostId":0,"isVote":1,"tweetType":1,"viewCount":459,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":259,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":627141971264400,"commentId":"627141971264400","gmtCreate":1794138340400,"gmtModify":1794138683245,"authorId":4091273916217390,"author":{"id":4091273916217390,"idStr":"4091273916217390","authorId":4091273916217390,"name":"Joyjoy_Cheng","avatar":"https://community-static.tradeup.com/news/18c6da80cd6570bb00c528dd95b5bc51","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":626989378417520,"objectIdStr":"626989378417520","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🐯 昨晚美股这场暴跌，最让我警惕的不是纳指跌了5.52%，而是AI投资逻辑正在接受市场的重新检验！ 😭\n<br>\n<p></p>\n<br>\n<p>AMD、美光跌超17%，闪迪跌超22%，说明高增长预期一旦受到质疑，估值回撤可能非常猛烈。</p>\n<br>\n<p>我认为现在既不能恐慌割肉，也不能看到暴跌就盲目抄底。</p>\n<br>\n<p>接下来我会重点关注NVDA、AMD和MU的订单变化、AI资本开支趋势以及盈利指引。如果只是市场情绪导致的超跌，优质龙头可能出现布局机会；如果未来业绩预期持续下修，就需要更加谨慎。</p>\n<br>\n<p>我的策略是保留现金、控制杠杆、等待市场企稳后分批布局。 尤其是TQQQ、SQQQ这类每日三倍杠杆ETF，波动剧烈时更要注意每日重置和复利损耗风险。</p>\n<br>\n<p>至于亏损金额，我就不虚报战绩了，具体盈亏还是以真实持仓截图为准。😂</p>\n<br>\n<p>暴跌时最重要的不是猜中最低点，而是守住本金，确保下一轮上涨时自己还在场！ 🐯</p>","text":"🐯 昨晚美股这场暴跌，最让我警惕的不是纳指跌了5.52%，而是AI投资逻辑正在接受市场的重新检验！ 😭\n<br>\n<p></p>\n<br>\n<p>AMD、美光跌超17%，闪迪跌超22%，说明高增长预期一旦受到质疑，估值回撤可能非常猛烈。</p>\n<br>\n<p>我认为现在既不能恐慌割肉，也不能看到暴跌就盲目抄底。</p>\n<br>\n<p>接下来我会重点关注NVDA、AMD和MU的订单变化、AI资本开支趋势以及盈利指引。如果只是市场情绪导致的超跌，优质龙头可能出现布局机会；如果未来业绩预期持续下修，就需要更加谨慎。</p>\n<br>\n<p>我的策略是保留现金、控制杠杆、等待市场企稳后分批布局。 尤其是TQQQ、SQQQ这类每日三倍杠杆ETF，波动剧烈时更要注意每日重置和复利损耗风险。</p>\n<br>\n<p>至于亏损金额，我就不虚报战绩了，具体盈亏还是以真实持仓截图为准。😂</p>\n<br>\n<p>暴跌时最重要的不是猜中最低点，而是守住本金，确保下一轮上涨时自己还在场！ 🐯</p>","html":"🐯 昨晚美股这场暴跌，最让我警惕的不是纳指跌了5.52%，而是AI投资逻辑正在接受市场的重新检验！ 😭\n<br>\n<p></p>\n<br>\n<p>AMD、美光跌超17%，闪迪跌超22%，说明高增长预期一旦受到质疑，估值回撤可能非常猛烈。</p>\n<br>\n<p>我认为现在既不能恐慌割肉，也不能看到暴跌就盲目抄底。</p>\n<br>\n<p>接下来我会重点关注NVDA、AMD和MU的订单变化、AI资本开支趋势以及盈利指引。如果只是市场情绪导致的超跌，优质龙头可能出现布局机会；如果未来业绩预期持续下修，就需要更加谨慎。</p>\n<br>\n<p>我的策略是保留现金、控制杠杆、等待市场企稳后分批布局。 尤其是TQQQ、SQQQ这类每日三倍杠杆ETF，波动剧烈时更要注意每日重置和复利损耗风险。</p>\n<br>\n<p>至于亏损金额，我就不虚报战绩了，具体盈亏还是以真实持仓截图为准。😂</p>\n<br>\n<p>暴跌时最重要的不是猜中最低点，而是守住本金，确保下一轮上涨时自己还在场！ 🐯</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":627039654040624,"commentId":"627039654040624","gmtCreate":1794113368518,"gmtModify":1794113664570,"authorId":4087907126409640,"author":{"id":4087907126409640,"idStr":"4087907126409640","authorId":4087907126409640,"name":"Gladys80","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":626989378417520,"objectIdStr":"626989378417520","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"slowly buying in .......","text":"slowly buying in .......","html":"slowly buying in .......","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/626989378417520"}