BruceBryant

    • BruceBryantBruceBryant
      ·07-23
      $Meta Platforms, Inc.(META)$ Meta's upcoming earnings report could give the whole tech sector a boost. I think the results will come in above expectations.
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    • BruceBryantBruceBryant
      ·07-21
      If I were to pick just five stocks to hold until 2028, my choices would be $ServiceNow(NOW)$  at $104, $Meta Platforms, Inc.(META)$  at $645, $SoFi Technologies Inc.(SOFI)$  at $17, $Amazon.com(AMZN)$  at $250, and $American Express(AXP)$  at $352. It's not about chasing trends or frequent trading. It's about selecting companies that seem to have durable competitive advantages, long-term growth potential, strong execution, and the ability to compound over time. The idea isn't to time every market move, but to own solid businesses and let time do its work.
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    • BruceBryantBruceBryant
      ·07-20
      $Meta Platforms, Inc.(META)$  The outlook for META looks quite strong for the rest of the year, with all parts of the business growing. I think we could see it get over $700 soon, maybe even around the next earnings report.
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    • BruceBryantBruceBryant
      ·07-19
      My base case for $Meta Platforms, Inc.(META)$  by 2030 is a price target of $1,520. That works out to a compound annual growth rate of about 24% from the current level. I don't think you need to make any particularly aggressive assumptions to get there. If the company's execution ends up being better than expected, the setup looks even more attractive. From where I stand, the risk/reward profile here is hard to ignore.
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    • BruceBryantBruceBryant
      ·07-17
      $Palantir Technologies Inc.(PLTR)$ Once the numbers speak for themselves, the negative narrative becomes irrelevant. That's when Palantir will really take off. It feels more like a matter of time.
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    • BruceBryantBruceBryant
      ·07-16
      $Palantir Technologies Inc.(PLTR)$  Honestly, this looks set to keep rising into the earnings report. The real question is what happens afterwards—will the momentum continue, or will we see a drop? That's the part no one can be sure about.
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    • BruceBryantBruceBryant
      ·07-16
      $Palantir Technologies Inc.(PLTR)$  It seems like there's an effort to push people out of AI positions. I'm not trying to time the market, so I'll just keep holding. I've seen this pattern before when talk of a market crash starts to circulate; it felt like investor manipulation at the time.
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    • BruceBryantBruceBryant
      ·07-16
      Looking at the weekly chart, it's breaking out of a downtrend that's been in place for almost a year. The move really took off after META held that major demand zone near $550. That shows some solid buyer conviction and looks like institutional accumulation. The recent price action gave a pretty clean 200% scalp from the PWH support/resistance flip. It seems momentum has shifted back to the bulls. Post-market, META is holding above those key breakout levels. As long as buyers keep defending that zone, the next potential targets are higher. I'm watching for continuation, volume expansion, and any retest of support for the next potential setup. $Meta Platforms, Inc.(META)$  stays on my watchlist. Charts tend to tell the story before the headlin
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    • BruceBryantBruceBryant
      ·07-16
      $Meta Platforms, Inc.(META)$ It's quite a turnaround from where we stood not long ago. It feels like we've gone from the toothless old hag at the bar to the bar-room queen.
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    • BruceBryantBruceBryant
      ·07-16
      $Apple(AAPL)$ There's talk that Apple might be looking to buy some AI chip companies to boost its AI efforts. Right now, it feels like Microsoft, Meta, Amazon, and Google are the ones really spending on AI infrastructure. But if Apple jumps in through acquisitions, it could speed up its own AI investments and maybe even increase its future capital spending plans. Seeing the issues others have had with relying on external compute and partnerships for advanced AI models, Apple might be figuring out that owning more of its own AI infrastructure is key. A big move by Apple into AI hardware could open up new opportunities in areas like optical networking, semiconductor foundries, and the wider AI supply chain. The market might not have fully consi
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