Ives Robbins

    • Ives RobbinsIves Robbins
      ·28分钟前
      $Meta Platforms, Inc.(META)$ I think META is the kind of company that will constantly surprise because Social Media is evolving and changing so dramatically. It’s much more acceptable to use with the baby boomers and it’s growing rapidly in foreign markets. Also, heavy use of $NVIDIA(NVDA)$ chips is causing a sea change in efficiencies.The close for the week will give us more insight, but as long as that 570 - 582 holds, I'd like to see 640+ into Q1.
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    • Ives RobbinsIves Robbins
      ·31分钟前
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ and GOOG are my top 2 picks for the next 5 years. These companies together will control: - More than 50% of the cloud market. - 50% of the digital advertising. - 40% of the TV screen time. Both of them are making their own chips. They will outperform. AMZN and GOOG are both must-have stocks in any long-term investor's portfolio.
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    • Ives RobbinsIves Robbins
      ·12-25 16:12
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL recently broke out of a descending channel, indicating a potential shift from bearish to bullish momentum. The breakout is accompanied by higher-than-usual volume, signaling interest from buyers. GOOG looks more like accumulation than distributionThe breakout occurred with a noticeable spike in volume, indicating strong bullish intent.
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    • Ives RobbinsIves Robbins
      ·12-25 15:43
      $Meta Platforms, Inc.(META)$ with a beautiful bounce off the 50 DMA. Looking poised for continuation in this range and possibly a retest of ATHs by the end of the week if we see a Santa Rally this week 🎅I have always been bullish on Meta and had been recomending it to be a Buy on every dip. This is an $1000 a stock. The question is: when does it get there?
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    • Ives RobbinsIves Robbins
      ·12-24 20:05

      Selling META here is like selling AAPL 10 yrs ago

      $Meta Platforms, Inc.(META)$ Over 1/2 the world's population uses META in one form or another. The cap expenditures are and have been well known, not a surprise. Their LLM is free open source and as a result increases the development at a much faster rate. The rate of growth is going to continue to accelerate through the use of AI and it is a cash machine. META is at the forefront of AI development and one of the largest buyers of $NVIDIA(NVDA)$ 's chips. META is one of the most reasonably valued of the mag 7. Selling META here is like selling $Apple(AAPL)$ 10 yrs ago. Big mistake. Even selling out of the money calls is lucrative due to
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      Selling META here is like selling AAPL 10 yrs ago
    • Ives RobbinsIves Robbins
      ·12-24 20:01
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Long Google, it's not always earnings that drive the stock price; it is the surprises along the way. Google and $Broadcom(AVGO)$ are two good recent examples of this. If you are thinking about Google, you may just want to buy. I think Google outperforms $Apple(AAPL)$ over the next 5 years. As well as beats them in dividend growth.
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    • Ives RobbinsIves Robbins
      ·12-23
      $Meta Platforms, Inc.(META)$ I still think META is a buy. My research points to a number of strengths, most leading to an expansion of use and advertising profit. Perhaps daily users won't increase by a lot (perhaps) but engagement and ad $$ look to do fine. This low price of $585 wont stay low for long. Meta is a screaming Buy at these rates for a target of $700 next year.
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    • Ives RobbinsIves Robbins
      ·12-23

      Google ready to fire up

      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google has formed a perfect William o neil pattern with 6 month of consolidation. It broke its all time high recently on high volume and recent down movement gave ample time for bulls to load call. i think it is ready to break out. it is only mega cap that has not broken its july ath. I think 200-210 is possible next week
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      Google ready to fire up
    • Ives RobbinsIves Robbins
      ·12-20
      $Meta Platforms, Inc.(META)$ META skyrockets if TikTok is banned.META multiple is not richly valued. At best fair value to undervalued here.If META is richly valued then apple is through the moon at 10X sales and PE in the 40's with low single digit growth.META is an asset light business with incredible net margins that very few businesses share. If they are investing for the future in AI as an investor looking out 10 to 20 years we should all want that.I continue to see stickiness in Facebook, Instagram and whatsapp. Llama AI could be one of the most used AI's as this all shakes out since FB can put it front and center to half the worlds populationAdding to my position. I continue to bet on Zuckerburg. He's proven to be
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    • Ives RobbinsIves Robbins
      ·12-20
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ I really like what I am seeing from GOOG with its recent execution and shipping of AI products. The culture finally feels like it has been revived and a sense of urgency has returned. AI talent, data, TPUs and now focus. GOOG formed inside day and respecting EMA(8). If you missed last rally, dont worry. It is time for you to add long. Look at the consumer sentiment. Bullish and whales are targeting 195.
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