JohnMitchell

    • JohnMitchellJohnMitchell
      ·06-24
      $Meta Platforms, Inc.(META)$ 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.
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    • JohnMitchellJohnMitchell
      ·06-24
      $Snap Inc(SNAP)$ 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.
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    • JohnMitchellJohnMitchell
      ·06-24
      $Qualcomm(QCOM)$ Looks like all the latest tech is using Qualcomm processors. Both $Meta Platforms, Inc.(META)$  and $Snap Inc(SNAP)$  glasses, and the new Google Books from $Alphabet(GOOGL)$ , are on QCOM.
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    • JohnMitchellJohnMitchell
      ·06-22
      $Meta Platforms, Inc.(META)$  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.
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    • JohnMitchellJohnMitchell
      ·06-22
      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.
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    • JohnMitchellJohnMitchell
      ·06-19
      $Rumble Inc.(RUM)$ 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.
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    • JohnMitchellJohnMitchell
      ·06-16
      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
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    • JohnMitchellJohnMitchell
      ·06-16
      $Meta Platforms, Inc.(META)$ 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.
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    • JohnMitchellJohnMitchell
      ·06-15
      $Meta Platforms, Inc.(META)$ 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.
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    • JohnMitchellJohnMitchell
      ·06-10
      $Reddit(RDDT)$ Trend → Pullback → Compression → Breakout. One of the cleaner expansion setups from tonight's scan. Momentum turning up as price pushes through structure. Watching for continuation. $Meta Platforms, Inc.(META)$  $Alphabet(GOOGL)$  $Pinterest, Inc.(PINS)$ 
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