It's the biggest holding in my portfolio, and I don't just view Meta as one of the world's most profitable ad companies. I see it as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon helps cut compute costs, and new revenue streams emerge from models, agents, and cloud infrastructure, the market could start valuing Meta more as an AI platform than just an ad business. If that shift happens, I think $Meta Platforms, Inc.(META)$  has the potential to trade closer to a 25x earnings multiple over time. The biggest opportunities often come when the market is still in the process of changing its view.

The weekly chart for $Meta Platforms, Inc.(META)$  is looking pretty clean. I had called the top at $800 back in October and the subsequent drop into the low $500s. Initially, I thought there might be one more low, but this week's breakout has changed the technical picture. That breakout has shifted my focus to the 200 DMA. If that level holds, I think reaching $1,500+ by Q1 2027 is a possibility. The technical structure has improved quite a bit. The company continues to benefit from long-term trends in AI, advertising, and platform growth. The key thing to watch now is whether the stock can maintain its momentum and hold this breakout structure. It's one I'm keeping a close eye on.

$Meta Platforms, Inc.(META)$ I'm hoping for another move up soon.

$TeraWulf Inc.(WULF)$ I'm still bullish on Meta. Their capex is growing and it seems they're still hungry for even more computing power.

Stocks in the neocloud space, like $NEBIUS(NBIS)$ , $CoreWeave, Inc.(CRWV)$ , and $Meta Platforms, Inc.(META)$ , took a big hit, down around 15% after the latest news on Meta's compute plans. From where I stand, the market might be focusing on just one side of this. Meta's biggest risk isn't necessarily overspending on AI infrastructure—it's the possibility of falling behind in the AI race altogether. If Meta can find ways to monetize any unused compute capacity, the risks tied to overbuilding could drop quite a bit. And if overbuilding becomes less risky, what's the incentive to scale back on infrastructure spending? It could actually give them mo

$Meta Platforms, Inc.(META)$  The potential for AI cloud compute could be significant if they manage to acquire one or two of the AI-focused cloud players like NBIS, IREN, CRWV, APLD, or HIVE. Major hyperscalers such as GOOG, MSFT, AMZN, and TSLA (via SpaceX) are already established in this space. I think Mark is sharp and likely doesn't want to be left behind. The competition could intensify, and there's a chance the stock could move toward the $1100 price target.

$Strategy(MSTR)$ Overnight holdings are 50% MSTR, 10% TNMG, and 40% AIXI. There could be some squeeze potential on both stocks this week. The price target for MSTR is $200, and for TNL it's $10.

$Micron Technology(MU)$ Micron just made a surprising move in the rankings, now sitting above both $Tesla Motors(TSLA)$  and $Meta Platforms, Inc.(META)$  in market cap. From a trading desk perspective, this is more about the repricing of AI memory than anything else. Market cap re-rating is driven by AI demand. Memory and storage are suddenly being treated as core infrastructure. A cyclical name is behaving like an exposure to the AI backbone. Upstream assets are getting multiple expansion. When a “cycle stock” starts outranking mega-cap growth names, the market is clearly rethinking where the value in AI actually sits.

$Meta Platforms, Inc.(META)$ Meta is getting into prediction markets for their 4 billion users. Honestly, never bet against Zuck.

$Meta Platforms, Inc.(META)$  has exceptional FCF which is funding its AI capex, unlike other businesses that don't have FCF growth. Just relax. If you leave, you might not know when to get back and could miss a big jump.

$Meta Platforms, Inc.(META)$ If they announce selling some cloud services or any revenue from their datacenters, this could really take off. That, or AI model improvements...

$Meta Platforms, Inc.(META)$  Bought some here. I think it's the most undervalued among the MAG7. Meta has a wide moat. I believe it could reach a $2 to $2.5 trillion valuation in a year or two. The current sell-off is largely because the market is comparing the massive AI spending to the metaverse setback, and is slow to realize that Meta's AI investments are leading to users spending more time on its apps and that better recommendations are driving more ad revenue.

$Meta Platforms, Inc.(META)$ Smart money moves based on risk-adjusted metrics, not FOMO. That's why I added 1,000 shares of AMZN in the $230s last week, even though I missed my ideal entry at $226. The margin of safety here is far greater than with META. If you're chasing Meta at these levels thinking it has the same safety profile, you might be mispricing the risk.

$Meta Platforms, Inc.(META)$ Given the sentiment in tonight's futures, in theory we should hit 600 tomorrow. But Meta being Meta, I don't know.

Zuckerberg's open-source LLM and the ad business are both doing well. Yahoo Finance has praised its cash flow. I'm fairly bullish on $Meta Platforms, Inc.(META)$  long-term.

My watchlist keeps evolving as valuations become more attractive. At current levels, I'm paying especially close attention to: $Meta Platforms, Inc.(META)$  $NVIDIA(NVDA)$  $Celsius Holdings, Inc.(CELH)$  High-quality growth companies don't stay discounted forever. The hardest part is deciding when to start adding. If you were to buy now, which one would you pick first?

A few stocks I'm looking at while the market feels a bit panicky. $Amazon.com(AMZN)$  around $230 — I see a potential path to $350+ by 2028. $Meta Platforms, Inc.(META)$  at about $570 — Could reach $1,000+ by 2028. $SoFi Technologies Inc.(SOFI)$  near $15.5 — Also targeting $30+ by 2028. The reason I'm being somewhat aggressive is that these aren't just tickers; they're leaders with runway and catalysts. Buying during fear can set up for riding the growth later. Patience is good, but conviction is what really holds a position.

I don't need six cups of coffee to stay bullish. Just added 25% more to my $Meta Platforms, Inc.(META)$  position at $557. For a company still generating strong cash flow, dominating digital ads, and pushing hard into AI, a forward P/E below 18x looks surprisingly reasonable. The market keeps treating META like a mature tech name while the business keeps finding new growth engines. Not saying it goes straight up, but I'm comfortable adding here and letting the thesis play out. Long-term view, long-term patience.

$Fluence Energy, Inc.(FLNC)$ Maybe the move is related to Meta's data center in India? I'm not sure.

$SUPER MICRO COMPUTER INC(SMCI)$ Earnings numbers are staggering. Estimates were 11 billion, actual came in at 39 billion. What's next, 50 billion? Business is absolutely booming. I'm adding some shares.