$Meta Platforms, Inc.(META)$ I’m all in on Meta, especially at this price. At just $584, it’s too good of an opportunity to ignore. I really don’t think this price is going to stay low for long. If you missed out before, now’s your chance to get on board. The way things are looking, I honestly believe Meta is heading past the $700 mark in the next few months. The fundamentals are solid, and the company is making moves that’ll pay off big time.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ Owning Google in my portfolio gives me a lot of peace of mind. I mean, when you look at their fundamentals, it’s hard not to feel confident. The annual diluted EPS growth is solid and expected to stay in the teens for the long run, which is pretty impressive. And let’s not forget their balance sheet – it's practically spotless. I also feel like Google's dividend is on the verge of growing, which would be a sweet bonus down the line. What really makes it all feel like a no-brainer, though, is the current valuation. It’s not overpriced like some of the other tech stocks out there. All things considered, I’m really happy with my position here. It
$Meta Platforms, Inc.(META)$ Meta is definitely trading at a discount right now. Still, Meta has so many other potential revenue streams that are severely underinvested in. If they had focused their resources better, Meta could have easily taken market share from eBay and other online marketplaces in multiple countries. Just take the Marketplace platform as an example—its user experience is awful. The thing is, Meta’s social assets are extremely powerful. With the right investments, they could monetize these platforms in ways similar to $Apple(AAPL)$ ’s services division, and even surpass them. Honestly, if Meta had better invested in these areas, it could have added an addition
$Alphabet(GOOG)$$Alphabet(GOOGL)$ Given that GOOG is currently trading below historical average multiples there is a good probability the fair multiple PE ratio will improve in the future, suggesting the actual return investors can expect is closer to the higher end of the forecast.I added to GOOG at key levels. Stock pulled back, but the bigger picture hasn’t changed. Ads are strong, AI investments are scaling, and cloud growth is steady. Market overreacted, giving me a chance to buy more at a discount. If GOOG valuation multiple remains unchanged from today, at the end of 2028 it should be priced around $283
$Meta Platforms, Inc.(META)$ META is the the only Mag 7 stock that hasn't tested it's 200 daily moving average yet. Just a little lower from here. If it happens today/tomorrow right before FOMC as everything is still oversold and at lows, then odds will definitely favor a bullish reaction. Holding META in any personal portfolio is a no brainer. This price is a golden opportunity to buy Meta for a target of $700 this year.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ GOOG, trading at 18x ‘25 P/E, acquires Wiz for $32bn at 64x annualised, 32x projected ‘25 revenue. Is this a smart move?Only 'short-term' investors would likely prefer stock buybacks over long-term value creation through organic growth or M&A. Google is already engaging in sufficient stock buybacks, and M&A for strategic purposes is welcome.I’m a longterm investor and this is bullish longterm. I want people to sell so that I can buy even more closer to 15x forward pe for a company growing at >10% yearly.
$Meta Platforms, Inc.(META)$ The drop in META’s stock price is mainly due to the overall pullback in the tech sector and market concerns about short-term profitability from their AI investments. But looking long-term, the upgrades in AI ad tech and the accelerating commercialization of Reels are still strong fundamental supports for the company. META is well-known for being a solid stock with great potential. The advertising side of the business is essentially making money from people all over the world, and the market is massive. So, if the opportunity arises, I’m still very bullish on META for the future. It remains one of my top picks.
$Alphabet(GOOG)$$Alphabet(GOOGL)$ I believe the market is generally ignoring the bigger picture about Google.The search market share threat is definitely a risk, but I feel like the market is overlooking some key developments. When you look at what’s happening in Google’s cloud business and their recent LLM updates, it’s clear there’s a lot of potential for growth there. The cloud is only going to get bigger, and with Google’s AI advancements, they’re positioning themselves to be a major player in that space for years to come. Plus, the stock is trading at a pretty low valuation compared to other mega-cap names, which is something the market isn't fully appreciating. When you
$Alphabet(GOOG)$$Alphabet(GOOGL)$ It’s been a fantastic ride so far, and we’re just sticking to our strategy—buying more when there’s a dip and the price is right. The goal is always to buy great companies, run by smart, solid people, at a fair price and hold on tight. That’s the Buffett and Munger way, and it’s been working. We’re all in on Google for the long haul. When it comes to Alphabet, we’re still really bullish. We think the market’s not fully pricing in the massive potential that both Search and YouTube have long-term. A lot of folks are still stuck in this mindset that Alphabet’s management is dragging their feet on new markets, but honestly, we think that’ll change
$Meta Platforms, Inc.(META)$ if you missed the boat on Meta earlier, now’s your shot. This $607 price tag is an absolute steal, but it’s not going to last forever. I’m pretty confident Meta’s going to push past $700 sometime this month or next, and before 2025 hits, I can easily see it hitting $800. The company’s got a lot of things going for it—buybacks, lower expenses than expected, and growth that's just getting started. If you’re in this for the long haul, the upcoming quarters should definitely surprise us with some solid beats. I mean, it feels like Meta’s really starting to hit its stride. Things are looking bright, and I’m pumped to see where this stock goes. If you’re thinking about jumping in, now’s the time—do