Ives Robbins

    • Ives RobbinsIves Robbins
      ·04-25 06:19
      $Meta Platforms, Inc.(META)$ META is on a serious roll, and those gains in just a few days are telling. The MACD golden cross is a big bullish indicator, and with $GOOGL earnings and ad revenue growth fueling it, this thing looks poised to keep pushing higher. That breakout above 546 is a key level, and I agree, the 50MA retest on the weekly chart around 563 seems like the next natural stop. After that? 591, 606, and 632 are all within reach. META is still ridiculously undervalued for what it’s delivering, and it’s one of the few stocks that’s genuinely showing strong long-term potential. Definitely holding for the long haul! 📈🔥
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    • Ives RobbinsIves Robbins
      ·04-25 06:17
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $180 is more than reasonable in the short-to-mid term, especially considering how undervalued GOOG is on a PEG basis right now. When you’ve got a tech giant with massive scale, 270M+ paid subs, dominant ad business, AI potential, and cloud growth — all while trading at a decade-low PEG? That’s a recipe for a sleeper rally. Earnings might shake the tree short-term, but big picture? This thing is still a long. Market will wake up eventually. Stay patient, stay long. GOOG ain’t done. 📈
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    • Ives RobbinsIves Robbins
      ·04-24 06:42
      $Meta Platforms, Inc.(META)$ META’s move was massive — that breakout from the inverted falling wedge is textbook. It’s been on a tear, up 50 points this week alone, which is wild. I wouldn’t be surprised to see a short breather here, just a bit of consolidation before the next leg up. Once it clears that 546 level cleanly, it’s game on — 591, 606, even 632 are totally in play. For me, it’s still a strong long-term hold. With how cheap it still is relative to earnings and growth, it feels like we’re just getting started.
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    • Ives RobbinsIves Robbins
      ·04-24 06:41
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG at these levels is just too good to pass up. You’re getting 30%+ EPS growth, some of the strongest AI capabilities out there (seriously, training on their own chips is a game-changer), and they’re finally paying a dividend and buying back shares like clockwork. It’s a tech giant that’s acting like a growth stock but priced like a value play — 13x EV/EBITDA for Google is wild. This is one of those setups that just screams long-term hold.
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    • Ives RobbinsIves Robbins
      ·04-23
      $Meta Platforms, Inc.(META)$ If you’re thinking long-term, this might be the moment to start building a META position. Out of the Magnificent 7, it’s probably the most undervalued right now. The growth is there, the margins are solid, and let’s be real—their grip on digital advertising isn’t going anywhere. Sure, there are risks, like with any big tech play, but the current valuation makes it super compelling. I’m personally starting to scale in bit by bit. It just feels like one of those setups where a few months from now, we’ll be saying, “why didn’t I buy more?”
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    • Ives RobbinsIves Robbins
      ·04-23
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG at these levels? Honestly feels like a bargain. It’s rare to see a tech giant like this trading at such a reasonable valuation. I just added a little more—nothing crazy, just building my position slowly. Even if it dips a bit more, I’m not stressing. This feels like one of those moments where everyone gets distracted, but long-term? Big Tech’s still a money machine. I’ll keep stacking while it’s on sale.
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    • Ives RobbinsIves Robbins
      ·04-22
      $Meta Platforms, Inc.(META)$ META right now is looking like a rare opportunity. Yeah, it’s in the middle of a major drawdown, but fundamentally? Still a beast. Trading at 20x P/E and 28x P/FCF for a company that’s spitting out cash and owning platforms billions of people use daily? That’s pretty wild.Unlike some of the other Mag 7 names, META’s not staring down the same level of disruption risk. They’ve got the infrastructure, the ad engine is still strong, and Reality Labs might be burning money now — but long-term, that’s optionality, not just a drag.Feels like one of those times where short-term pain could be long-term gain. I'm watching closely for the bounce.
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    • Ives RobbinsIves Robbins
      ·04-22
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is dead because of Ai = False ⛔️The main argument is that LLM’s will take clicks away from Search which currently is around 57% of Googles revenue 🤔Counter arguments 👇People are acting like LLMs are some kind of search killer, but Google’s still the internet’s front page. It’s not just about clicks, it’s about habits, infrastructure, and the insane scale they already operate at. 14 billion searches a day vs. a few million AI prompts? Not even close.Plus, Google’s AI stack isn’t some side hustle — they’re deep in every layer. Gemini, TPUs, Firebase, SGE, you name it. And let’s be real: monetizing search is a well-oiled machine. LLMs? Still
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    • Ives RobbinsIves Robbins
      ·04-21
      $Meta Platforms, Inc.(META)$ Meta might be sitting on one of the most overlooked growth levers in all of tech right now. Everyone’s focused on the flashy stuff — AI, hardware, the metaverse — but under the hood, Meta is quietly building the kind of ad tech infrastructure that could seriously challenge $Alphabet(GOOG)$ $Alphabet(GOOGL)$ ’s dominance. Think about that. Reshaping the future of digital advertising isn't just some moonshot—it’s right in Meta’s wheelhouse.The market doesn’t seem to be pricing this in yet. META is down 31% off its highs, and yet the fundamentals? Still solid. Engagement is up, monetization is improving, and th
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    • Ives RobbinsIves Robbins
      ·04-21
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ If you zoom out and look at GOOGLE over the last 10 years, the long-term buying opportunities become crystal clear. This isn’t just a nice little dip—it’s a textbook GARP (growth at a reasonable price) setup.I added a third overlay to my chart: PE ratio vs. the 10-year historical average. And let me tell you, it really paints the full picture. We’re talking about one of the most dominant, cash-rich companies on the planet trading near or even below its long-term valuation norms. That doesn’t happen often.What you’re seeing now is rare: growth is still strong, the business is firing on multiple cylinders (search, cloud, YouTube, AI), and the val
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