$Meta Platforms, Inc.(META)$ I feel the market is still underestimating Alex Wang and Zuck's AI efforts, and they should deliver solid results in due course. The new subscription model should eventually broaden out the revenue streams and further monetize the platforms. The price looks cheap here, it's an opportunity. But it requires believing they will finally achieve a big return on their capex, not like on that Reality Labs VR/Metaverse project.
Going heavier on these names on dips—the pullbacks are starting to look interesting again. $Meta Platforms, Inc.(META)$ Still the cleanest AI ad and engagement machine in the market. Buybacks, ad strength, and AI layering keep the trend intact. $SoFi Technologies Inc.(SOFI)$ Pulled back hard, but fundamentals are improving quickly. The profitability story is finally catching up to the growth narrative. $Amazon.com(AMZN)$ AWS, AI infrastructure, and retail scale. It's still one of the most consistent compounders in the market structure. $ServiceNow(NOW)$ Down year-to-date but still a core AI workflo
$Oracle(ORCL)$ If the volatility shook you out, then goodbye. If you're still here holding, I'll remind you, this isn't a pump and dump stock. True, they're diluting, but what do you expect if you're investing? Invest now, and in 6-12 months this could easily double or triple. We're talking about Larry Ellison. He doesn't risk something unless he sees value. That's why he already has pre-paid customers for the data centers he's building! You're holding a goldmine right now. Stop trading for a loss and hold. $Invesco QQQ(QQQ)$ and $SPDR S&P 500 ETF Trust(SPY)$ will eventually climb back up. 2027 is in 6 months, and you'll see his first data cent
$Invesco QQQ(QQQ)$ Core CPI came in better than expected. Jobs are on the rise. If we get gas prices to stabilize, we're solid. They have come down in June... SpaceX will most likely boost QQQ. Employment and consumer spending are holding their own. Corporate earnings continue to beat expectations. Housing rents have been stabilizing. Get a rate cut and we are golden. We are in a bull market.