$Meta Platforms, Inc.(META)$I actually added more last week when the stock dropped to $570, so now my cost basis is a bit higher than usual. But honestly, I’m feeling okay about it. Once the stock climbs back into the $600 range, I’m thinking about selling some covered calls 1 to 2 months out, maybe 30 or 40 bucks above the current price—just enough to capture some premium without being too aggressive. No rush though, I’m in it for the long haul, and I want to wait for the right moment. If I can grab some extra income on the way up without risking too much, that’s a win in my book. The market’s always a little unpredictable, but as long as the stock keeps climbing, I feel confident about this approach.
$Alphabet(GOOG)$$Alphabet(GOOGL)$I'm a big holder of GOOGL and I don't really understand the valuation investors have put on it. They do have a bit of fat to be trimmed (they should have done it when it was all the rage like $Meta Platforms, Inc.(META)$ and $Salesforce.com(CRM)$ ) but mostly they are a well managed company with great cash flow. As far as the DOJ issues , the company would probably be more valuable broken up so I don't see why that is a hit on it's stock price.
$Meta Platforms, Inc.(META)$ Meta’s Q3 2024 numbers are definitely something to take note of. Revenue growth is looking strong, operating margins are improving, and they’re clearly doubling down on AI and the metaverse. Those are the big bets that could pay off big in the long run. Meta is a Buy on every dip, even now at this price of $560 it is a buy for a target of $600 this month and $1000 within the next 2 or 3 years.
$Alphabet(GOOG)$$Alphabet(GOOGL)$Alphabet is clicking in all three facets, advertising, YouTube, and Cloud.Cloud progressed from losing billions just 2 years ago to being profitable through margin expansion and growth. This year they will probably generate 45 billion in revenue and over 7 billion in earning. Next year revenue could come close to 60 billion and earnings will probably exceed 10 billion.YouTube is already generating 50 billion in revenue and growing by double digits. Cloud and YouTube are a 100 billion revenue generator togetherAdvertising from search is still by far the largest segment with around 200 billion in revenue and is growing around 14%.Add a 70 billion
$Meta Platforms, Inc.(META)$ As a long term holder, I feel META has earned the right to be priced with the other Mag 7. Especially considering META has outperformed most of them and is the only Mag 7 that has yet to split. META has gone from under 90 to over 600 at some point. in about 2 years. Have to expect some profit taking. Buying all dips. I have done very well with META over the years. It never disappoints.
$Alphabet(GOOG)$$Alphabet(GOOGL)$At some point in near future, not distant, GOOGL will have to start returning more capital to the stockholders - via larger buybacks AND via dividends (paying higher yield). That may improve their stock performance. Google is the best stock . If it weren’t for the DOJ lawsuits it would be $250+. So while it trades sideways , I sell weekly covered calls and rake it in. Same with $Visa(V)$
$Meta Platforms, Inc.(META)$Meta investors who trust Mark Zuckerberg have been rewarded as the stock outperformed the market significantly over the past year. I surely missed the train on this one. Meta has been investing in reality labs 10 years at least. They just showcased Orion, and you want them to stop now? Literally zero chance in hell Zuck does this People who say it's not worth it aren't paying attention. Meta might be at the forefront (they literally changed their name), but make no mistake $Apple(AAPL)$$Microsoft(MSFT)$ Google are all in the AR space. Nothing has more potential to become the next iPhone than AR glasses. And
$Alphabet(GOOG)$$Alphabet(GOOGL)$Google's stock price will be weighed down as long as the monopoly case continues and will not be able to gain until the court case is over (and only if Google wins). There is a reason Google is so cheap and amazing earnings didn't make them fly as much as it seems they should. Hedge funds, big investors tend to stay away from companies with significant legal challenges being adjudicated. With robust projections for its core and ancillary businesses and a valuation below peers, GOOG is positioned to deliver attractive returns for growth-focused investors.
$Meta Platforms, Inc.(META)$Those Meta investors who stuck with Mark Zuckerberg have really hit the jackpot! The stock has been killing it in the market over the past year. I think the market underestimated Meta's AI capabilities and its potential to drive growth in its core business. Zuckerberg's really going all-in against the big tech players, with AI CapEx expected to skyrocket through 2025. And when you look at META's valuation adjusted for its growth prospects, it's not expensive at all. As an AI growth investor, I see this recent pullback as a golden buying opportunity. Don't miss out!
$Alphabet(GOOG)$$Alphabet(GOOGL)$For years I avoided Google as I thought the company wasted a lot of money.This year things have changed and it’s sparked my interest. Paying a dividend is nice and this is one that will comfortable grow for the next 25 years and I really like their emphasis on cost cuts and efficiency.I’m still blown away by Google saying 25% of the coding was written by AI in the last quarter. I still can’t quite wrap my head around that, but if that’s accurate the possibilities not only for Google to keep costs low but to also generate meaningful revenue growth are huge.