$Meta Platforms, Inc.(META)$ The stock sold off across the semiconductor and infrastructure sectors, and then proceeded to drop on its own. That's a strange move.
$Meta Platforms, Inc.(META)$ Mizuho reiterated its Outperform rating and $835 price target. The positive read is around a potential Meta Compute business, which they see as a Plan B and a sign that Meta is focused on ROI from its AI investments.
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ I don't know what the bears are expecting with more war headlines. There's only so many times you can price in a war, and as it extends, the markets just look past it. It is what it is. So what if they're lobbing some drones around? The world isn't ending. Accept it and move on. This doesn't change the AI narrative and everything that's going to come with it.
$SpaceX(SPCX)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ This chart shows the bullish institutional footprint for SpaceX on day 3 after its IPO. It reveals significant institutional accumulation. The gravitational price levels are the gray dotted lines. Price has moved significantly away from the institutional boundaries established on day 3, and is heading toward the IPO offering support level of $135.90 - the red dotted line. Nasdaq fast-tracked SPCX's eligibility for the Nasdaq 100 (QQQ) index after just 15 t
$Meta Platforms, Inc.(META)$ It has quietly compounded operating income at about 25% annually over the last 10 years. That's roughly a 750% increase in operating income over a decade. Honestly, that kind of consistency in a mega-cap company isn't something you see often. What stands out more to me is not just the number, but the durability behind it. Through cycles, ad slowdowns, and heavy capex phases, the business still kept compounding. Why it still matters today: Ads across Instagram and Facebook are still the core cash engine. AI is now improving targeting efficiency and ROI for advertisers. Scale advantage keeps pulling more budget away from smaller platforms. This isn't a "story stock" trading on hype. It's a compounding machine that k
$Invesco QQQ(QQQ)$ FedEx $FedEx(FDX)$ Q4 results are out. EPS $6.31 beats the $5.96 estimate. Revenue $25.0B also beats the $24.04B estimate. Full-year guidance: adjusted EPS $16.90-$18.10, with revenue growth of about 11%.