$Meta Platforms, Inc.(META)$ has exceptional FCF which is funding its AI capex, unlike other businesses that don't have FCF growth. Just relax. If you leave, you might not know when to get back and could miss a big jump.
$Meta Platforms, Inc.(META)$ If they announce selling some cloud services or any revenue from their datacenters, this could really take off. That, or AI model improvements...
$Meta Platforms, Inc.(META)$ Bought some here. I think it's the most undervalued among the MAG7. Meta has a wide moat. I believe it could reach a $2 to $2.5 trillion valuation in a year or two. The current sell-off is largely because the market is comparing the massive AI spending to the metaverse setback, and is slow to realize that Meta's AI investments are leading to users spending more time on its apps and that better recommendations are driving more ad revenue.
$Meta Platforms, Inc.(META)$ Smart money moves based on risk-adjusted metrics, not FOMO. That's why I added 1,000 shares of AMZN in the $230s last week, even though I missed my ideal entry at $226. The margin of safety here is far greater than with META. If you're chasing Meta at these levels thinking it has the same safety profile, you might be mispricing the risk.
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.