$Meta Platforms, Inc.(META)$ A question I keep coming back to: what would Wall Street say if the tech giants simply stopped spending on AI infrastructure? We already know the answer. Nvidia gets crushed, and the market follows it down. That reaction points to something the "bubble" discussions keep avoiding: the market isn't priced on whether AI works. It's priced on the assumption that the spending never stops. Wall Street can't have it both ways. Spending is necessary, and the reward down the road will be huge.
$Meta Platforms, Inc.(META)$ Plenty of bears are out there pushing fear just to make $100 on their lotto puts. I'll admit I got caught up in thinking the breakout was imminent once the downtrend was broken. But days like this remind you why you own the stock, and the long-term technicals have shifted back to favorable.
When CPI prints hot and Fed policy stays tight, retail gets squeezed pretty hard. In that kind of environment, $Riskified Ltd.(RSKD)$ starts to look like more of a safety play for e-commerce. In a high-inflation regime, every consumer dollar is harder to win. Retailers are dealing with rising shipping, inventory, and customer acquisition costs. That's where margin leakage really hurts: 1/ Almost no room for false declines. When demand softens, turning away a real buyer is the last thing merchants want. Legacy filters reject good customers out of fear. Riskified safely approves 1–5% more orders, which directly protects top-line revenue when merchants need it most. 2/ Balance sheet protection. Fraud tends to pick up during downturns. The 100%
$Meta Platforms, Inc.(META)$ I'm long here. Muse has been really solid. We've been backtesting it for two weeks, and the results look excellent. It's just straightforward and it works.
$Meta Platforms, Inc.(META)$ It has now closed below $750 for 10 straight trading sessions. This should be at least a $900 stock, so I don't really get why the market is treating it like something is broken.
Fridays tend to be when stock manipulation shows up. Big tech is moving higher while $Meta Platforms, Inc.(META)$ is down. That pattern basically says it all.
$Meta Platforms, Inc.(META)$ There are a lot of desperate bears out there right now, and that usually feels like a sign it's heading higher without much mercy. I'd still use a stop loss though.