Ives Robbins

    • Ives RobbinsIves Robbins
      ·01-30
      $Meta Platforms, Inc.(META)$ Meta has shot up on the back of very good results.The share price too has shot up by 100$ in a month. I think it is time to take some profits off the table. I will do so next week when it crosses the $700 mark. By the way when it was tarding at $585 a few months back I had predicted it to cross the $700 mark by Dec 2025, looks like the target shall be reached well before that time.
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    • Ives RobbinsIves Robbins
      ·01-30
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google financial performance is clouded ( parden the pun) buy its regulatory uncertainty. advertising from search, a YouTube and Cloud all continue to perform exceedingly well as the company approaches an astounding 400 billion in revenue this year. The stock seems destined for upward mobility in the future. Doesn’t get much better for this. Explosive look, in either direction. Preferably up. 🎯
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    • Ives RobbinsIves Robbins
      ·01-29
      $Meta Platforms, Inc.(META)$ I’m kicking myself for missing that sweet entry today! Feels like the train’s already left the station, and now we’re sitting here at these highs with earnings right around the corner. Jumping in now? Feels like asking for a drawdown, honestly. I’d rather wait and see how earnings play out—if they respect the expansion trend and there’s no red numbers, *that’s* when I’ll feel better about hopping in. Patience is key, even if it means watching the party from the sidelines for now. 🕒📉
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    • Ives RobbinsIves Robbins
      ·01-29
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ DeepSeek scare? More like a gift in disguise! Honestly, this whole thing feels like the first big 2025 moment we’ll look back on and say, “Man, that was a golden dip-buying opportunity.” I just added 250 more shares of GOOG to my portfolio because, let’s be real, Google is still one of the most solid plays in big tech right now. The stock’s been holding up strong, and with all the AI hype and ad revenue potential, it’s a no-brainer for me. Big tech is where it’s at, and GOOG is the deal of the decade—IMO, at least. 🚀
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    • Ives RobbinsIves Robbins
      ·01-28
      $Meta Platforms, Inc.(META)$ There is no company on the planet poised to monetize AI at the individual and small business level better than Meta over the next decade. Every small business and creator uses the meta platform to advertise and generate leads for their business.Meta recently launched AI agents for just this purpose that users can implement to respond to and nourish leads. As a small business owner fielding hundreds of leads monthly (and a bank of thousands), this service is immediately accretive to my business, something I would happily pay for.Infrastructure to make this service valuable is expensive but 1.) that capacity becomes a moat, and 2.) unlocks enormous TAM for company.As a final note...there is a re
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    • Ives RobbinsIves Robbins
      ·01-28
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGLs hidden gems, its Tensor Processing Units (TPUs) and DeepMind, could drive massive long term growth, potentially worth hundreds of billions. TPUs, specialized AI chips, power their data centers alongside $NVIDIA(NVDA)$ products, while DeepMind rivals OpenAI in innovation. These assets position GOOGL as a key player in the AI driven future, with the potential to redefine its value and leadership in the tech industry.
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    • Ives RobbinsIves Robbins
      ·01-27
      $Meta Platforms, Inc.(META)$ META has the money to do this without hurting the company significantly and Zuck has a great track record of bringing apps to the public successfully.Threads now seems like the next success story.It took many years but Whatsapp is now finally on track to make META lots of money.META cannot be complacent. I think $Apple(AAPL)$ was starting to get in the habit of buying back stock and not doing much R&D and its starting to get them in trouble. Too much reliance on Iphones and not enough new products eventually makes a company staleI think AI is good for META internally and potentially externally for businesses customers. And I think META could event
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    • Ives RobbinsIves Robbins
      ·01-27
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL breaking above the December peak is a big deal! 🚀 That confirmation of the next leg higher, potentially targeting the $205.78-$212.47 zone, has me pretty excited. If it pulls back for a dip, I’d seriously consider jumping in. I mean, it’s Google—solid fundamentals, AI dominance, and cloud growth make it a long-term winner in my book. But hey, I get it if some folks want to sit out and wait for more clarity. Markets can be tricky, and not everyone loves chasing breakouts. Personally, though, I’d lean toward buying the dip if it sets up nicely. What about you? Buying or waiting this one out? 🤔
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    • Ives RobbinsIves Robbins
      ·01-24
      $Meta Platforms, Inc.(META)$ A lot of stocks are looking pretty shaky right now, but META does seem like it has its own unique strength. Sure, in the event of a general market dip, it’ll probably take a hit like everything else. But long-term? I think META has a solid chance to stand out. They’ve been making some big moves in the metaverse and AI, and those things could really start to pay off as the market shifts. As some of these other stocks are floundering, Meta could actually rise above, especially if they keep innovating and expanding in those new spaces. Definitely feels like Meta’s got more potential to thrive as time goes on, even if the market’s rough in the short-term.
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    • Ives RobbinsIves Robbins
      ·01-24
      $Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOGL has been solid, and honestly, I don’t see anyone else posing a serious threat either. The bullish vibes are still strong, and I’m definitely on the same page—retesting those all-time highs seems like a real possibility. But yeah, I agree, afterhours might be where the magic happens. The volume and buyer interest that kicks in once the market’s closed could be the spark we need to push it higher. And that target of $202.20? I like it. It’s a solid level to watch. If it can hold strong and push past that, we could see the momentum really start to pick up. Just gotta stay patient and see if the buyers step up when it counts. I’m hopeful too,
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