$Meta Platforms, Inc.(META)$ If Zuck comes out and says something about AI and shifts the focus toward maximizing profits for shareholders, the stock could really take off.
$Meta Platforms, Inc.(META)$ Something feels off this time around. Last earnings, everyone was bullish, calling for $700+, then the capex surprise hit and the stock dropped $70 just like that. Now, going into this earnings, the mood has completely flipped — people are talking about $500 to $550. It might actually play out that way, or Wall Street could have a little surprise of its own and push it back toward $650. Since 2022, META hasn't had two straight quarters of heavy post-earnings drops. What if capex stays flat and revenue keeps pouring in? What if leasing and AI revenue come through as positives? The retail crowd seems overly bearish here, and we know how that usually ends. Same pattern as NVDA — Q1 ret
$Netflix(NFLX)$ Posting a bullish comment just because it feels ridiculous at this point. Yesterday sentiment was at 80% and today it's bearish under 50%. From where I stand, the comments themselves don't seem any different. Make up your mind, Stocktwits.
$Meta Platforms, Inc.(META)$ Google can raise capex since the stock is still up 72% on a yearly basis even after this 6% drop. Meta just needs to hint at leasing out excess compute.
$Netflix(NFLX)$ They have 9 billion in cash sitting in the bank and 27 billion left on their share buyback program. I think Q3 is going to be a significant quarter.
I agree with that. I have another 3,000 shares of $ConAgra(CAG)$ in my IRA, and I'm holding 500 shares of $Netflix(NFLX)$ that I won't be writing calls against for a long time. It would be nice if $Netflix(NFLX)$ started paying a dividend while we wait. I don't have $Goodyear(GT)$ , but I'm in other consumer names like $Sherwin-Williams(SHW)$ and LOW. I feel like I missed $Goodyear(GT)$ since I didn't pull the trigger at $6.00.
$Meta Platforms, Inc.(META)$ For those watching $Alphabet(GOOGL)$ closely, the key thing is what the company says about its ad business. If Google reports strong Search ad numbers, accelerating YouTube growth, and continued healthy spending from retail and SMBs, that would be a positive read-through for META. The crucial factor, though, will be margins. Strong ad demand combined with AI improving performance, without a significant margin blowout, could set up a bullish scenario for META.
I'm keeping an eye on a few names in case we see another market pullback. These are the levels I'm watching for potential entries: $Ouster Inc.(OUST)$ — below $30 $Netflix(NFLX)$ — below $55 $Amazon.com(AMZN)$ — below $220 $Meta Platforms, Inc.(META)$ — below $600 $NVIDIA(NVDA)$ — below $170 From where I stand, a pullback can sometimes create opportunities in companies with solid long-term themes. Having a watchlist ready before volatility picks up is often useful. Companies with quality fundamentals at discounted prices can present interesting risk