Zuckerberg's open-source LLM and the ad business are both doing well. Yahoo Finance has praised its cash flow. I'm fairly bullish on $Meta Platforms, Inc.(META)$ long-term.
My watchlist keeps evolving as valuations become more attractive. At current levels, I'm paying especially close attention to: $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Celsius Holdings, Inc.(CELH)$ High-quality growth companies don't stay discounted forever. The hardest part is deciding when to start adding. If you were to buy now, which one would you pick first?
A few stocks I'm looking at while the market feels a bit panicky. $Amazon.com(AMZN)$ around $230 — I see a potential path to $350+ by 2028. $Meta Platforms, Inc.(META)$ at about $570 — Could reach $1,000+ by 2028. $SoFi Technologies Inc.(SOFI)$ near $15.5 — Also targeting $30+ by 2028. The reason I'm being somewhat aggressive is that these aren't just tickers; they're leaders with runway and catalysts. Buying during fear can set up for riding the growth later. Patience is good, but conviction is what really holds a position.
I don't need six cups of coffee to stay bullish. Just added 25% more to my $Meta Platforms, Inc.(META)$ position at $557. For a company still generating strong cash flow, dominating digital ads, and pushing hard into AI, a forward P/E below 18x looks surprisingly reasonable. The market keeps treating META like a mature tech name while the business keeps finding new growth engines. Not saying it goes straight up, but I'm comfortable adding here and letting the thesis play out. Long-term view, long-term patience.
$SUPER MICRO COMPUTER INC(SMCI)$ Earnings numbers are staggering. Estimates were 11 billion, actual came in at 39 billion. What's next, 50 billion? Business is absolutely booming. I'm adding some shares.
$Amazon.com(AMZN)$ I might be a repeat buyer before the next earnings, and they're raising $10B through a Canadian bond sale instead of an equity offering, so the stock isn't getting punished the way $Meta Platforms, Inc.(META)$ did. Looking for a mean revision here against the standard deviation. $256 is on the table, but we need to see $240 hold. All the MAG7 are selling off today, so I'm not too worried about AMZN specifically at this time.
$Meta Platforms, Inc.(META)$ Bears keep arguing that AI capex won't generate real ROI, but the math doesn't really support that view. Meta is expected to add around 4 GW of compute capacity by the end of 2027. Even if part of that is excess, the monetization angle is getting harder to ignore. Recent market comps show Anthropic effectively paying SpaceX about $45B for roughly 300 MW through 2029, which translates into roughly $15B annualized. Scale that dynamic up, and suddenly AI compute isn't just a cost—it's a revenue engine. Meta's estimated cost per 1 GW sits near $9B annually, assuming standard depreciation cycles. Even at a fraction of external pricing power, excess capacity alone could imply meaningful upside versus cost. At around 18x