To The Moon

Big-Tech’s PerformanceBig-tech’s earning week doesn’t seem nice to investors, though their earnings mostly beats, inline with strong Q3 US GDP.The positive news has been overshadowed by uncertainty, particularly with concerns that the economy may worsen in the first half of next year due to a high-interest-rate environment, led by high-yield US bonds. As of close of trading on October 26th, big-techs plunged a lot during past five trading days. The smallest decline was seen in $Microsoft(MSFT)$ , which had a gain after its financial report, with a drop of 1.04%, followed by $NVIDIA Corp(NVDA)$ which did not release its financial report, with a decline of 4.22%, and $

Nice pace, not bad, good size!

$Meta Platforms, Inc.(META)$ I thought it was a great company with a monopoly and because it was at $380 I thought it was too expensive for me to get in. Coming back from $90 as proof the team can execute a plan. There's a stain growth and profitability backs up projections that I can go up past 350$. The Metaverse spending is definitely excessive though

$Meta Platforms, Inc.(META)$ This has performed well considering the rest of the stocks on my watch list. Easily going back to 300. IMO it's about 15% undervalued at this level.I bought more today, just like every other time META was down for no good reason after blow-out quarters. It has been a huge win strategy for me over the years.

$Meta Platforms, Inc.(META)$ Base case price target of $336.8 doesn’t imply an 8.6% upside as somebody claim. As of today’s closing price of $288.35, it would imply a 16.8% upside. Also known as beating the market average by a lot.

$Meta Platforms, Inc.(META)$ META is a fantastic deal at today's prices. No elaborate DCF is needed, just some basic napkin math. "Annualize META 's Q3 EPS of $4.39 and you're looking at a 16.5X forward EPS multiple at $288/share. In a company growing its top line 21%, with $61B in cash and $37B authorized in share buybacks (5% of the company's market cap), operating margins double last year (20% --> 40%).You don't often get to buy companies with financials and market dominance like META at such a share price. With the rest of big tech all similarly crushing earnings and real GDP up 4.9% in Q3, I think META has a strong year ahead of them.Slap a more reasonable multiple like 25x $4.39 EPS a quarter, you're looking at $

$Meta Platforms, Inc.(META)$ I bought in at $110 in Dec 2022 so I'm doing good this year. But results for this Q were amazing and I get greedy too. Stock should continue to go up.Meta is the only big tech company that can legitimately be a 5 bagger in 5 to 8 years. This is as strong a buy as ever. Long term oriented investors will gobble it tf up!At this low price of $288 Meta is a screaming BUY. This low price will not stay for long. I think it will retouch the $330 levels very soon and march on to $400 next year.

The biggest highlight of $Amazon.com(AMZN)$ Q3 earnings report released after the market on October 27th was the release of profits that exceeded expectations. As its consumer business showed higher-than-expected growth in an inflationary environment last quarter, the market naturally had high expectations for this part. Although the post-market shock had an element of expected management, it also reflected the market's divergence in response to the sell-off of major technology company earnings reports over the past few days.SummaryRetail sector's profits continued to rebound, supporting the release of large profits this quarter. The North American retail operating profit margin rose from 2.9% in Q2 to 3.9% in Q3, and international revenue growth

Trying to figure out the market 

$Meta Platforms, Inc.(META)$ the same is the case in the case of the former president and former vice presidents of the world bank in washington and the world financial institutions that have invested millions on a new generation of high profile executives who have invested in their own firms 

Meta Q3 2023 Earnings Update:Excellent Earnings Results in Poor Market Response $Meta Platforms, Inc.(META)$ 's Q3 earnings report shows strong performance, exceeding revenue and EPS estimates. The success is attributed to the growth of the digital advertising market along with the growth of its core products. However, risks include potential loss of momentum, rising costs of the metaverse project, and limited upside in the short term. After the earnings report was released, Meta initially rose 5.5% in after-hours trading, but the stock price suddenly turned downward after the earnings conference. The earnings report showed that Meta's revenue was $34.15 billion, a year-on-year increase of 23%, higher than the expec

The recent trajectory of Meta, formerly known as Facebook, Inc., has stirred significant curiosity among investors and industry observers alike. Despite reporting impressive earnings, the company's share price witnessed a notable dip, prompting market participants to delve deeper into the underlying factors influencing Meta's stock performance. Exploring the diverse facets of Meta's business operations, the CEO's cautious outlook in light of the ongoing geopolitical crisis, and the implications of the company's high valuation offers valuable insights into the nuanced dynamics of the tech giant's market performance.$Meta Platforms, Inc.(META)$  Meta's Vast Business Landscape and Expansive User Base Diverse Holdings: M

Users are the foundation of social media companies, like $Meta Platforms(META)$ and $Tencent(00700)$ , with one relying on advertising and the other on gaming. Meta’s Q3 DAP increased by 7% YoY to 3.96 billion, while DAP increased by 7% YoY to 3.14 billion, with a DAP/MAP ratio of 79%, one of the highest levels in the industry. This shows that the stickiness of Meta's Facebook, Messenger, Instagram, Whatsapp, and Reels is indeed significant. Few talks on Threads, it revealed the MAU less than 100 million on the conference call, which is quite vague. If a new product performs well, would you hide it? Therefore, it is likely that Threads is a product that will not come to fruition. I actually think this is

$Meta Platforms, Inc.(META)$ Up down up down like a roller coaster where to next 

Big-Tech’s PerformanceBig-tech’s earning week doesn’t seem nice to investors, though their earnings mostly beats, inline with strong Q3 US GDP.The positive news has been overshadowed by uncertainty, particularly with concerns that the economy may worsen in the first half of next year due to a high-interest-rate environment, led by high-yield US bonds. As of close of trading on October 26th, big-techs plunged a lot during past five trading days. The smallest decline was seen in $Microsoft(MSFT)$ , which had a gain after its financial report, with a drop of 1.04%, followed by $NVIDIA Corp(NVDA)$ which did not release its financial report, with a decline of 4.22%, and $

Markets are watching Fed officials talk for insight into the outlook for interest rates. Whether the Federal Reserve will continue to raise interest rates this year is still uncertain, the Wall Street Journal reporter Nick Timiraos, who is known as the "Fed mouthpiece," wrote on Wednesday (18). Philadelphia Fed President Patric Harker, who has a vote on the Federal Open Market Committee this year, said the Fed should remain on hold until early next year because monetary policy has a lag effect and higher borrowing costs will drag on the economy despite recent data pointing to renewed strength in the jobs and consumer markets.Mr. Harker said the Fed is likely to wait until early next year to determine whether its rapid rate hikes over the past 20 months have been enough to tame inflation. "

$Meta Platforms, Inc.(META)$ continued its strong recovery in the Q3 earnings report, with its primarily advertising-based business. In addition, its extreme cost-cutting measures have resulted in operating profit margins reaching their highest level in 2021.The stock price initially surged by 5%after hours as a sign of respect, but then gave back all the gains and dropped an additional 3 points due to flat Q4 guidance and concerns about macroeconomic conditions, including the Israeli-Palestinian conflict. This is likely to serve as a guide for the overall market trend in the next one or two quarters: low sensitivity to positive news and easily controlled by risk sentiment.SummaryAd revenue was stronger than expected, but investors were not sensit

The biggest highlight of $Amazon.com(AMZN)$ Q3 earnings report released after the market on October 27th was the release of profits that exceeded expectations. As its consumer business showed higher-than-expected growth in an inflationary environment last quarter, the market naturally had high expectations for this part. Although the post-market shock had an element of expected management, it also reflected the market's divergence in response to the sell-off of major technology company earnings reports over the past few days.SummaryRetail sector's profits continued to rebound, supporting the release of large profits this quarter. The North American retail operating profit margin rose from 2.9% in Q2 to 3.9% in Q3, and international revenue growth

After a brief retracement, the 10-year U.S. Treasury yield surged again last week, briefly above 5.0% during intraday trading. This marked the first time since 2007 that it reached this psychologically significant level. There’s also some anomalies, such as the market's expectations for a rate hike in November not increasing but instead decreasing, and gold surging.Why Yield Surging?The recent increase in interest rates since July has four distinct features different from the past: real interest rate contributions, dominant term premiums, a steepening yield curve, and simultaneous strengthening of US bonds and the US dollar.This indicates that the driving force behind the rise in interest rates is increased economic resilience and increased bond supply (backed by fiscal expansion), rather

Meta Q3 2023 Earnings Update:Excellent Earnings Results in Poor Market Response $Meta Platforms, Inc.(META)$ 's Q3 earnings report shows strong performance, exceeding revenue and EPS estimates. The success is attributed to the growth of the digital advertising market along with the growth of its core products. However, risks include potential loss of momentum, rising costs of the metaverse project, and limited upside in the short term. After the earnings report was released, Meta initially rose 5.5% in after-hours trading, but the stock price suddenly turned downward after the earnings conference. The earnings report showed that Meta's revenue was $34.15 billion, a year-on-year increase of 23%, higher than the expec

$Meta Platforms, Inc.(META)$ As the much-anticipated earnings announcement for Meta approaches, investors are closely monitoring the tech conglomerate’s performance and market outlook. Despite the potential for Meta’s share price to surge to its 2023 high post-earnings, several macroeconomic uncertainties loom, casting a shadow over the company’s future trajectory. Understanding the fundamental strengths of Meta, the potential impact of macro factors, and the comparative stability offered by other blue-chip companies such as Microsoft and Apple is crucial for investors navigating the dynamic landscape of the tech industry. Fundamental Strengths: Exploring Meta’s Diverse Business Holdings and Robust Usage Rate Meta, f

The recent trajectory of Meta, formerly known as Facebook, Inc., has stirred significant curiosity among investors and industry observers alike. Despite reporting impressive earnings, the company's share price witnessed a notable dip, prompting market participants to delve deeper into the underlying factors influencing Meta's stock performance. Exploring the diverse facets of Meta's business operations, the CEO's cautious outlook in light of the ongoing geopolitical crisis, and the implications of the company's high valuation offers valuable insights into the nuanced dynamics of the tech giant's market performance.$Meta Platforms, Inc.(META)$  Meta's Vast Business Landscape and Expansive User Base Diverse Holdings: M

Meta Reports Earnings Today. Watch for the Story in Ad Revenue In recent quarters, $Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg has been talking more about artificial intelligence and cost cutting, while focusing less and less on the company’s multibillion-dollar investment in the metaverse. Expect more of the same when the parent of Facebook, Instagram, WhatsApp, and Threads reports results after the close Wednesday.  But the real story at Meta is simply a rebound in good old-fashioned digital advertising. There are many moving parts right now in the $Meta Platforms, Inc.(META)$ story, but advertising still accounts for most of the c

Big-Tech’s PerformanceUS treasury yields hit new highs, partially due to term premium, but the supply-demand imbalance also made auctions dismal. Despite Powell's little hint for no rate hike in November, the U.S. stock market still inclined on risk-off mode.WTD PerformanceAs close on October 19th, almost all major-tech companies have experienced retractions over the past 5 trading days, with only $Microsoft(MSFT)$ maintaining a +0.05% return. The largest decline was $Tesla Motors(TSLA)$ ‘ -14%, due to a 9.3% drop on earnings day, others like $Alphabet(GOOG)$ -0.88%, $Apple(AAPL)$ -2.91%,

Meta Platforms reported its third quarter 2023 earnings after the close on Wednesday October 25, 2023. At a glance: Revenue: $34.15 billion vs $33.56 billion expected Earnings per share: $4.39 vs $3.63 expected Daily active users (DAUs): 2.09 billion vs 2.07 billion expected Monthly active users (MAUs): 3.05 billion vs 3.05 billion expected  Average revenue per user (ARPU): $11.23 vs $11.05 expected  Source: Meta Q3 2023 earnings presentation  Total revenue was up 23% on a year-on-year basis, having rebounded from a tough 2022. Compared to Google's ad revenue which only increased 9.5%, while Snap reported revenue growth of 5%. As Meta's year of efficiency continues, its operating margin reached an impressive 40%. Free cash flow for the quarter was one of the best in the las

Meta Platforms (formerly Facebook) is a leading player in the online advertising industry, benefiting from its vast user base and valuable data.The company is founder-led, and Mr. Zuckerberg has a significant ownership stake and deep industry knowledge, making it a promising investment.New offerings such as the check mark, threads app, and VR products will increase user engagement, thus adding more value to advertisers.Using a 10-year DCF, I arrived at a value per share of $375, implying a 20% return from the current price.Facebook Parent Company Meta Reports Strong Quarterly EarningsInvestment Thesis $Meta Platforms, Inc.(META)$ is a main beneficiary of what people are calling the new oil. Data is the most valuable thing

Summary Meta Platforms stock is still massively undervalued despite the price more than tripling compared to the November 2022 bottom. Recent quarterly earnings show strong growth in revenue and profitability, with a solid cash flow increase. Meta's expansion into new niches and its large user base present opportunities for unlocking new revenue streams. AlexSecret/iStock via Getty Images Investment thesis Meta Platforms (NASDAQ:META) stock has been one of the biggest winners in my investment portfolio since I was brave enough to buy it in November last year when it faced massive pessimism. The stock price more than tripled from last year's bottom, but my valuation analysis suggests the stock is still substantially undervalued. My

$Meta Platforms, Inc.(META)$ $DJIA(.DJI)$  The rebound of Facebook's parent company has propelled Meta stock to the second-best performance this year in the S&P 500. Can its third-quarter earnings keep the party going? Expectations are high as Meta (META) prepares to report results after trading closes on Wednesday. Analysts anticipate earnings of $3.64 per share from revenue of $33.6 billion, according to FactSet. That's a 122% earnings increase and 21% sales increase. On the stock market today, Meta shares closed down a half-percentage point at 312.55. Beyond that, Meta stock has climbed 161% this year coming into trading Tuesday. Digital Ad Recovery Despite all the metaverse talk, Me

Big tech earnings are on the schedule for this week, undoubtedly exciting investors. And after their sideways action over the last three months, market participants are curious if Q3 results can help spark a rally to last into year-end.Two mega-cap names on the docket include $Meta Platforms, Inc.(META)$ and $Alphabet(GOOG)$ . But how do expectations stack up for each respective company? Let’s take a closer look while also putting a focus on advertising revenue. $Meta Platforms, Inc.(META)$ Analysts have shown positivity for the quarter to be released, with the $3.57 Consensus EPS Estimate up 6% since July. The expected figure reflects a

Meta forecasts capital expenditures for 2023 of $27 billion to $30 billion, and its metaverse part needs to see AR/VR headsets rebound in 2024 and Thread should take time to build a stable engagement with users.Meta is scheduled to announce Q3 earnings results after the market closes on Wednesday, October 25th.Latest ResultsRevenue increased 11% from a year earlier, the first time the company has reported double-digit growth since the end of 2021.Net income rose to $7.79 billion, or $2.98 a share, from $6.69, or $2.46 a share, during the year-earlier period.Q2 GuidanceThe company forecasts capital expenditures for 2023 of $27 billion to $30 billion, down from a prior estimate of $30 billion to $33 billion.Expenses in 2024 are expected to grow due to

$Meta Platforms, Inc.(META)$  Based on the available information, it is not possible to determine whether Meta (formerly Facebook) will hit its 2023 high after earnings. However, it is worth noting that Meta's stock has been performing well recently, with nine straight months of gains [[2]](https://www.cnbc.com/2023/07/31/metas-stock-just-wrapped-up-its-ninth-straight-monthly-gain.html). The company's stock climbed 11% in July 2023, reaching its highest level since early 2022 [[2]](https://www.cnbc.com/2023/07/31/metas-stock-just-wrapped-up-its-ninth-straight-monthly-gain.html). Factors contributing to Meta's stock performance include cost-cutting measures implemented by the company, a recovery in Facebook's online

$Meta Platforms, Inc.(META)$  Meta, formerly known as Facebook, has been on the rise in advertising due to its substantial user base and robust ad targeting capabilities. First, its user base is vast, with over billion la monthly active users . This extensive reach is incredibly appealing to advertisers looking to connect with a broad audience. Second, Meta's advertising platform offers precise targeting options. Advertisers can use a wealth of user data to reach their ideal demographic, making their campaigns more effective and cost-efficient. This includes information on users' interests, behaviors, and demographics. Additionally, Meta has invested heavily in augmented reality (AR) and virtual reality (VR) tec

【Forecast Data】 For this quarter, the financial forecast data for Meta Platforms, Inc. is as follows: - Earnings per share (EPS): $3.63 - Total revenue: $33,556,557,190 - EBIT: $11,330,889,030 Compared to the same period last year: - EPS has increased by 121.34% (from $1.64) - Total revenue has increased by 21.08% (from $27,714,000,000) - EBIT has increased by 99.97% (from $5,664,000,000) These significant increases in EPS, total revenue, and EBIT indicate a strong financial performance for the company this quarter. 【Quarterly Important News】 Key news related to Meta Platforms over the past quarter include: 1. Meta Platforms introduced temporary measures to limit potentially unwanted or unwelcome comments on posts related to the Israeli-Hamas conflict on Facebook.

Users are the foundation of social media companies, like $Meta Platforms(META)$ and $Tencent(00700)$ , with one relying on advertising and the other on gaming. Meta’s Q3 DAP increased by 7% YoY to 3.96 billion, while DAP increased by 7% YoY to 3.14 billion, with a DAP/MAP ratio of 79%, one of the highest levels in the industry. This shows that the stickiness of Meta's Facebook, Messenger, Instagram, Whatsapp, and Reels is indeed significant. Few talks on Threads, it revealed the MAU less than 100 million on the conference call, which is quite vague. If a new product performs well, would you hide it? Therefore, it is likely that Threads is a product that will not come to fruition. I actually think this is