Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own.
Apple $Apple(AAPL)$ delivered objectively strong results, yet the stock is flat because expectations were already high and no new growth narrative emerged. Tesla’s $Tesla Motors(TSLA)$ long-term AI & autonomy vision remains compelling, but with execution delays & mixed signals, it’s still more promise than proof for now.
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