$Meta Platforms, Inc.(META)$ Low key, it feels like someone just wanted cheaper META shares. There was no real reason to gap it down this much IMO, and it has already closed back in the gap. I'm still bullish here.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI has all the ingredients that could fuel a meaningful short-covering rally if bullish catalysts continue to materialize. Record backlog exceeding $60B in new orders. Preliminary gross margins projected at 15–17%, well above prior guidance. AI infrastructure demand remains strong as hyperscalers continue investing. Sentiment is improving after months of negative headlines. When a heavily shorted stock starts delivering better-than-expected fundamentals, short sellers can face increasing pressure if the price continues to rise. Covering those positions can add buying demand and amplify upward momentum. No one can guarantee a short squeeze, but if SMCI continues executing, breaks through key technical resista
$Meta Platforms, Inc.(META)$ Meta's upcoming earnings report could give the whole tech sector a boost. I think the results will come in above expectations.
If I were to pick just five stocks to hold until 2028, my choices would be $ServiceNow(NOW)$ at $104, $Meta Platforms, Inc.(META)$ at $645, $SoFi Technologies Inc.(SOFI)$ at $17, $Amazon.com(AMZN)$ at $250, and $American Express(AXP)$ at $352. It's not about chasing trends or frequent trading. It's about selecting companies that seem to have durable competitive advantages, long-term growth potential, strong execution, and the ability to compound over time. The idea isn't to time every market move, but to own solid businesses and let time do its work.
$Meta Platforms, Inc.(META)$ The outlook for META looks quite strong for the rest of the year, with all parts of the business growing. I think we could see it get over $700 soon, maybe even around the next earnings report.
My base case for $Meta Platforms, Inc.(META)$ by 2030 is a price target of $1,520. That works out to a compound annual growth rate of about 24% from the current level. I don't think you need to make any particularly aggressive assumptions to get there. If the company's execution ends up being better than expected, the setup looks even more attractive. From where I stand, the risk/reward profile here is hard to ignore.
$Palantir Technologies Inc.(PLTR)$ Once the numbers speak for themselves, the negative narrative becomes irrelevant. That's when Palantir will really take off. It feels more like a matter of time.