$Meta Platforms, Inc.(META)$ This isn't really about legal issues. It's the usual BABA scare campaign. I've opened a position. Near term, I think it gets back over 600. It looks cheap here.
$Palantir Technologies Inc.(PLTR)$ Shorts have been wrong on this one since around $8. Even with opportunity handed to them, they keep losing. Fine by me — we keep taking their money while the stock pushes higher.
$Meta Platforms, Inc.(META)$ Looking at current Wall Street 12-month targets, the overall picture seems pretty bullish. MarketBeat consensus sits at $785.32 — roughly 33% upside, with a range of $595 to $1,000. TipRanks consensus is $753.67, about 28% upside, with a $580 to $1,000 range. Benzinga puts the consensus around $781, with 30 out of 35 analysts at Buy or Strong Buy and 5 at Hold. Rothschild & Co Redburn recently put out a bullish target of $1,000. After the latest earnings, D.A. Davidson cut its target to $700 but kept a Buy rating, citing concerns about slowing revenue growth and very heavy AI spending.
$Meta Platforms, Inc.(META)$ Pulling back to around $580 on CapEx panic honestly looks like pure opportunity to me. The fundamentals haven't shifted: - On pace to beat Google in worldwide ad revenue ($243B+) - Advantage+ engine running at a $60B+ annual pace - Consensus target: $750+ I'm adding at key support.
$SUPER MICRO COMPUTER INC(SMCI)$ SMCI put up huge numbers, but the market is acting like the AI wave has already left them behind. The scale gap is pretty clear when you put it next to CRWV and NBIS — SMCI's quarterly revenue alone was bigger than both of them combined, and that came with strong YoY growth, better margins, and a very large order pipeline. Q4 revenue hit $12.68B, up 138% YoY, non-GAAP gross margin at 17.1%, with over $60B in new orders and a record backlog. The FY27 revenue outlook is at least $72B. It feels a bit odd that there's still a debate about whether it deserves a rerating. My take is that once shorts are forced to cover and momentum picks up, the squeeze could push it toward $60. The numbers are speaking for themselv
$Meta Platforms, Inc.(META)$ Meta's current capex spending suggests it is setting up for stronger future growth than the market seems to recognize right now. The rollout of AI agents into the millions of small businesses already using its services could open up new revenue streams and make ad interventions on the platform more effective. With over 3 billion active daily users, the potential growth from added services and subscription revenue feels unmatched by any other company. I am watching for a breakout to the upside soon.
Meta has rolled out a beta of Muse Code, a terminal-based AI coding agent built to automate end-to-end software engineering across large repos. It runs on the updated Muse Spark 1.2 model and can plan code changes, write code, run validations, and keep persistent context throughout a session instead of starting fresh with every request. That should make it more practical for complex projects. The system relies on specialized background agents that build up context over time and auto-deploy parallel subagents for bigger tasks. Multiple features can be developed at the same time in isolated workspaces without creating code conflicts. During internal testing, Meta used Muse Code to build six game features in parallel. $Meta Platforms, Inc.(META)$ </