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
$Meta Platforms, Inc.(META)$ I've been watching NovaRed move higher, and it seems to have several catalysts rather than depending on just one thing. That kind of optionality makes me feel more at ease with building a position over time.
$NEBIUS(NBIS)$ At this point, someone is clearly on the wrong side of this trade with META. It could be me, but I see zero hard evidence to support a short position. They have a new contract, capex is expanding, no data center plans in New York but tons of global data center plans. Unless someone has inside news, I see no reason for the pessimism.
$Meta Platforms, Inc.(META)$ Meta seems to be going further into vertical AI integration. According to reports, the company is getting ready to launch its own in-house image generation model, called Muse. The aim is to cut down on using third-party image models across its platforms. If they execute this well, it's not just about making images. It's about bringing down inference costs, making product integration smoother, and building up Meta's long-term AI advantage. While a lot of the market is focused on AI assistants, I'm more interested in the infrastructure that supports them. For me, Meta continues to look like it's ticking a lot of the right boxes.
It's likely to go up more than most people expect. I remember back in 2021 and 2022 when there was a lot of doubt around $Meta Platforms, Inc.(META)$ as it fell about 75% from its 2021 high, hitting a low near $88 per share. Many were concerned its core business model was broken for good. That skepticism turned out to be misplaced. From that November 2022 low around $88, the stock climbed to roughly $585, a gain of over 565%. I'm also feeling positive about $Tesla Motors(TSLA)$ and my overall portfolio.
$Wells Fargo(WFC)$ There's a view that $Meta Platforms, Inc.(META)$ could sell its excess computing capacity for around $20B per gigawatt. Honestly, it's one of those data points that makes you quietly reconsider the whole neocloud discussion. What I'm seeing is: - The implied value for Meta's excess compute is around $20B per GW. - Neocloud names like $NEBIUS(NBIS)$ and $CoreWeave, Inc.(CRWV)$ are already trading above roughly $10B per GW in practice. - Recent real-world averages are already clustering near that ~$10B/GW level. - Demand signals still point more toward tight supply than any real ove
$Meta Platforms, Inc.(META)$ Fundamentals are looking solid right now: trading at just a 20x earnings multiple, with sales growing at an impressive 33% YoY, and EPS sitting at all-time highs (minus last quarter's one-time tax impact). The main thing the market is worried about is Zuck going a bit wild with CapEx and what the actual returns on those massive investments will be. Overall, a great setup.
$Snap Inc(SNAP)$ The market may not be keen on Specs today, but there's a reason why $Meta Platforms, Inc.(META)$ , GOOGLE, and Snap are all racing toward AI wearables. If smart glasses become a major category, the debate in 2026 won't be about how much Specs cost. It'll be about who built the best platform.
$Meta Platforms, Inc.(META)$ META is struggling too. This looks like a buy zone to me; whenever everyone panics and gets cautious, that's often the time to consider moving in.
Not many people are talking about this stock right now, but I think that will change soon. $CoreWeave, Inc.(CRWV)$ is currently trading around $118, and I see a potential run towards $340+ before the year ends. With 167% YoY revenue growth, $3.6B in cash, and multi-billion dollar contracts from $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , OpenAI, and others, it's hard not to be bullish on the fundamentals. I mentioned this theme weeks ago – AI infrastructure looks set to dominate the second half of 2026.
$Rumble Inc.(RUM)$ At least it's green again. That's a bit embarrassing for Chris. He goes out on a PR campaign and the stock goes red. Changing the name doesn't change the numbers. $Meta Platforms, Inc.(META)$ was already a hugely profitable company before they made this move.
I've been seeing a lot of people calling this move "over" or saying $Meta Platforms, Inc.(META)$ is breaking down long term… but I just don't see it that way. From my perspective, this still looks like a long consolidation inside an ascending triangle that's been building for close to 2 years. And honestly, the longer these structures take to build, the more forceful they can be when they finally resolve. If momentum comes back in, $800 is the obvious level everyone will be watching. Why I care? Because markets tend to wear people out in exactly these kinds of setups… long compression, mixed signals, then a sudden expansion when positioning gets too one-sided. Not saying it breaks up immediately, just saying the structure is still intact. Bo
$Meta Platforms, Inc.(META)$ The stock has been consolidating within a two-year "Ascending Triangle Pattern". There are divergent views on the long-term outlook, but the technical setup suggests potential for a push toward $800.
$Meta Platforms, Inc.(META)$ Blind veterans are getting the AI glasses for free. We'll look back in a few years and see that all the capex on AI was worth it.
$Meta Platforms, Inc.(META)$ Are you not entertained? A massive bull-flag formation is shaping up. Absolute worst-case is a retest of the red support; any lower could confirm a head and shoulders pattern on the yearly chart. They're investing for a reason, folks. Godspeed.
Stock returns over the last five years really show where capital has been compounding. $Tesla Motors(TSLA)$ +120% – the high-beta leader still defining EV cycle volatility. $Meta Platforms, Inc.(META)$ +93% – the ad + AI + efficiency turnaround story. $Microsoft(MSFT)$ +81% – cloud and enterprise dominance compounding steadily. $Netflix(NFLX)$ +67% – the streaming leader with pricing power. $Amazon.com(AMZN)$ +60% – e-commerce + AWS as the backbone of the internet economy. Nothing fancy here… just the reality that leadership names tend to stay leade