The market is at all-time highs, but the tape is very one-sided right now. AI names are driving most of the upside, while quality growth stocks are quietly getting discounted in the background. From a long-term investor's perspective, this is where I'd start scaling in: $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $MercadoLibre(MELI)$ $Reddit(RDDT)$ $Robinhood(HOOD)$ These aren't hype trades—they're structural winners tied to AI, advertising, fintech, and digital platforms. Dips in strong businesses are opportunities in a trend-driven market. Sca
This one is for the math enthusiasts. If $Space Exploration Technologies Corp(SPCX)$ is valued at $1.77T on $18B in revenue, that implies a price-to-sales multiple of roughly 98x. Apply that same multiple to $Meta Platforms, Inc.(META)$ , which generates over $200B in annual revenue, and the theoretical valuation would be around $20T–$22T, or roughly $7,800–$8,600 per share based on today's market cap and price. Obviously, META won't trade at a 98x revenue multiple. That's not the point. The point is the valuation disconnect. META is wildly profitable, dominant, cash-flow rich, and leveraged to AI, yet it trades at a normal earnings multiple, while hype assets command absurd revenue multiples.
New high of the day. Not going to lie, this thing just refuses to die. Every time people think the move is over, $Meta Platforms, Inc.(META)$ somehow finds another gear and keeps pushing higher. At this point, you almost have to respect the consistency. The AI narrative, ad business, margins, momentum… everything just seems to be lining up for them right now. So, who's your pick in this market right now? Because $Meta Platforms, Inc.(META)$ is making a very strong case lately.
$Meta Platforms, Inc.(META)$ Nah... The short pool here is basically gone. This is real buying because the shares are just that cheap. People were too focused on photonics, lasers and other overpriced stuff the past few months. They forgot about good old META.
$Palantir Technologies Inc.(PLTR)$ Jensen Huang said on X that Palantir is going to integrate Nvidia to process data at the speed of light at an extraordinary scale. This is only the beginning. My cost basis is at $21.
$e.l.f. Beauty Inc.(ELF)$ just dropped $1B to acquire Hailey Bieber’s Rhode，a bold move shaking up the beauty world! Announced on May 28, and judging by the stock’s reaction, investors are totally here for it.
$MINISO Group Holding Limited(MNSO)$ TOP TOY is crushing it，revenue hit nearly ¥1B in 2024, up 45% year-over-year, and they added 128 new stores, reaching 276 in total. Honestly, I didn’t pay much attention to this segment before, but turns out their mix of blind boxes, collectible toys, and value pricing is a real winner. MINISO is proving it’s not just a “dollar store” brand anymore，it’s pivoting hard toward youth trends and lifestyle upgrades. The more I hold this stock, the better I feel about it.
$ISHARESHSI(03115)$ Absolutely loving it! This stock is going crazy, feels like I’m raking in the profits! I’ve been bullish on it for a while, and it’s paying off big time! Holding tight, waiting for it to skyrocket again!