$Meta Platforms, Inc.(META)$ Jim Cramer made a case for revisiting the Magnificent Seven, pointing out that months of underperformance have left several of them too cheap to ignore. His view is that the massive AI investments are starting to turn into real returns. On Amazon, he thinks AWS, advertising, and international growth could make the heavy AI spending look increasingly profitable over time. Alphabet also stands out to him as undervalued, even with Google Cloud, YouTube, and Waymo all growing. Meta is down about 7% this year, but settling the $18 billion lawsuit removed a major financial overhang, and there's a chance they eventually monetize excess AI capacity. Microsoft is giving more visibility into Azure while locking in more powe
$Alphabet(GOOG)$ I learned that financial education matters a bit later than I would have liked. At 45, I finally started educating myself and taking my finances seriously. I was $97,000 in debt with no savings or retirement plan. Two years later, I’m in a much stronger position and incredibly proud of the progress. I’m now concentrating on long-term wealth creation, with roughly $550,000 invested and no debt. I’ve also built a Bitcoin portfolio of approximately 5 BTC.
$Meta Platforms, Inc.(META)$ Meta looks too cheap according to some analysts. "Meta's product pipeline could start flowing following this legal clearing event," just like Alphabet's did, Nowak wrote in a note. Nowak rates the stock at overweight with a price target of $775.
$Rezolve AI(RZLV)$ I'm averaging up on my position, adding a few more core shares for the long run. I've also heard the SQD team is in San Francisco with $Alphabet(GOOG)$ , building together. The view is that this could be considered core critical tools tech for fintech, institutions, banks, and any governments moving to blockchains.
$Alphabet(GOOG)$ Key numbers from the latest report. Revenue came in at $119.8 billion, up 24% year-over-year and ahead of expectations. Google Cloud revenue was $24.8 billion, up an impressive 82%, driven by AI infrastructure and enterprise AI demand. Search revenue was about $63.3 billion, still growing despite concerns that AI would hurt search. YouTube ad revenue was about $11.0 billion, also ahead of expectations. What investors liked: cloud growth accelerated dramatically, AI products like Gemini, AI infrastructure, and TPU chips showed strong adoption, search remained resilient, and revenue beat Wall Street estimates.