To The Moon

Good

Don't think so unless meta comes out something really bring in revenue.

The metaverse project is about to undergo unprecedented budget cuts amid the latest strategic shake-up by tech giant $Meta Platforms, Inc.(META)$ . The news triggered a strong reaction from the market, with shares rising more than 6% premarket. According to people familiar with the matter, the metaverse project, which Meta CEO Mark Zuckerberg had high hopes for, is expected to face budget cuts of up to 30% in fiscal year 2026. The cuts involve multiple core products including the virtual world platform "Horizon Worlds" and Quest virtual reality devices. If the budget cuts are as significant as expected, a new wave of layoffs may surface in January next year, but the final plan has not yet been finalized.This massive cut is a difficult decision mad

I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai

$META METAVERSE Rebouds to a key support level. Bullish

Continue to hold as strong conviction META will rebound.

Shall rise a bit more in December..

$Meta Platforms, Inc.(META)$ Strap in, investors – Meta Platforms just ignited a 3.8% surge on November 26, 2025, outshining the MAG7 pack as the top performer while flaunting the group's lowest PE ratio at a bargain-basement 26x forward. Fresh off a Q3 earnings beat that smashed EPS estimates by $0.51 to $7.25 amid 26% revenue growth, the stock's rebound clawed back from post-earnings pressure fueled by a $30B debt issuance bombshell. Yet, with YTD gains scraping below 10% (from $354 open to $633.61 close on Nov 26), the big question burns: Can Meta plug that post-Q3 gap before year-end fireworks? We're slicing through the momentum, mapping target prices, and weighing if this dip's your golden ticket or a profit-taking trap. Emojis locked, data f

🦁 META: The "Value Trap" or the Best Deal in the Mag 7? 🚀 The Setup Meta finally woke up yesterday, surging nearly 4% and leading the Magnificent 7 pack. But the price action isn't the most interesting part—it's the valuation. 💡 Why I’m Watching $Meta Platforms, Inc.(META)$  $Meta Platforms, Inc.(META)$  Closely: The PE Discrepancy: Meta currently holds the lowest PE ratio among the Mag 7. In a market where tech valuations are stretching into the stratosphere, Meta is looking surprisingly "cheap." Is this a mispricing by the market, or is the fear of their massive AI CapEx spending justified? The "Gap" Play: Technical traders know that "gaps tend to fill." The violent drop after the la

From my point of view, Meta's $Meta Platforms, Inc.(META)$   recent rebound is encouraging, especially considering it has been one of the laggards within the Mag 7 this year. The fact that it carries the lowest PE among the group gives me some confidence that the valuation isn't stretched compared to its peers. Even after the rebound, Meta's YTD performance below 10% suggests there's room for a catch-up move if sentiment continues improving. The market seems to be slowly shaking off the disappointment from the last earnings miss. At the same time, I'm aware that the earnings dip and the debt issuance did shake confidence. The post-earnings gap is still sitting there as a psychological overhang, and the ques

Meta Rockets Up: The Sleeping Giant Finally Wakes — Will It Erase the Earnings Crash This Year? 💥📈🤖 Meta didn’t just bounce yesterday — it ignited, surging nearly 4% and blowing past every other MAG7 name like a jet breaking the sound barrier. ✈️💨 Yet here’s the twist: 👉 Meta still has the lowest PE in the entire MAG7. Growth engine. Low valuation. Underdog momentum. This is the forbidden combo investors secretly crave. 😮‍💨⚡ After the earnings miss and the gut-punch selloff, Meta’s YTD gain sits below 10% — unusually low for a company that practically prints cash. Now everyone’s asking: Is Meta about to erase the entire post-earnings crash… THIS YEAR? Or is this rebound just a teaser trailer for a bigger 2025 run? 🎞️🚀 Let’s dive into this blockbuster. ⸻ 1️⃣ Why Meta Just Snapped Back to Li

🤑🤑🤑🤑🤑🤑🤑

$Meta Platforms, Inc.(META)$   Meta just reminded Wall Street it still has some rocket fuel left. After weeks of wobbling, the stock ripped higher and—thanks to a still-low valuation for a MAG7 name—the “can it close that earnings gap?” chatter is back. Meta rebounded smartly to start the week, outpacing much of big tech and trimming the damage from its late-October plunge. Even after the bounce, the stock’s year-to-date total return is only around the high single digits—well behind several MAG7 peers—which is partly why value hunters keep circling. That plunge, of course, began with Q3 results on Oct. 29. Revenue hit a record $51.2B (+26% y/y), but GAAP EPS cratered to $1.05 because of a one-time, non-cash $15

Meta is heavily in the social media game to generate clicks and ad revenue. However these operations seem to hinge on being as unethical as possible to sustain income generation. Constant revelations about how they amplify right wing rhetorics in the united states, inflaming political tensions, curating unhealthy social media feeds for younger users resulting in body image issues and even suicide. Now a report revealed that research done internally showed that users who stopped using social media had better mental health (relieved depression symptoms etc.) and was subsequently suppressed likely as an attempt to not reflect badly on the company. Social media is absolutely unhealthy for users at large, both being a low value time sink, and being manipulated by an arbitrary algorithm to

Big-Tech’s PerformanceMacro Headlines This Week:The dominant U.S. macro theme remains the ongoing government shutdown (now in its third week), with impacts broadening further: from disruptions to public services and data releases, to interference in financial regulation and administrative functions, creating systemic shocks to economic expectations. Layoff data has deteriorated sharply—October's job cuts reached 153,074, the highest for any month since 2003, underscoring corporate caution on future demand.With data gaps widening, the Federal Reserve is adopting an even more cautious policy stance. Hawkish comments from officials have dampened rate-cut expectations, emphasizing that in an environment of incomplete data, policy must proceed "slower and more cautiously." Ahead of the December

$NFLX 20251107 1050.0 PUT$ sold a put & was happy to "buy the dip" at $1050. Netflix closed above that, pocketed 100% premium instead... on my demo

It’s been a rough week for two of tech’s biggest names. Both $Meta Platforms, Inc.(META)$  and $Netflix(NFLX)$  delivered disappointing post-earnings reactions, sending their stocks tumbling and leaving investors wondering which, if either, is the real buy-the-dip opportunity. Meta’s story sounds strong on paper. The company just pulled off a $30 billion bond sale, the largest high-grade corporate issuance of the year, with demand reportedly near $125 billion. That kind of appetite from bond investors is a signal that big money still believes in Meta’s long-term strength. Cash flow remains massive, the ad engine is healthy, and the push into AI tools is starting to matter. So why did the stock f

META[开心]  💰💰💰

$Meta Platforms, Inc.(META)$ $Netflix(NFLX)$ Buckle up, investors! In the wild world of Big Tech, two heavyweights just took a nosedive after their latest earnings bombshells. Meta's splashing billions on AI dreams while Netflix grapples with tax woes and a fresh stock split that couldn't halt the slide. But hey, crashes create bargains – so let's dissect who's primed for a epic rebound as of November 5, 2025. 🚀 Meta's AI Overdrive: Big Bets, Bigger Drops 😎 Meta Platforms dropped a jaw-dropping Q3 2025 report, boasting 26% revenue growth to smash expectations. Yet, the stock tanked 11% in a single day, its worst tumble in three years. Why the hate? Blame the AI frenzy – CFO Susan Li hiked 2025 capex to $7

$Meta Platforms, Inc.(META)$  some say buy the dip, some say over sold, it is down almost 22% from its record high in Aug'25. I think it may not be bottom yet. I would think there is still room to drop. We may even see 500.

The metaverse project is about to undergo unprecedented budget cuts amid the latest strategic shake-up by tech giant $Meta Platforms, Inc.(META)$ . The news triggered a strong reaction from the market, with shares rising more than 6% premarket. According to people familiar with the matter, the metaverse project, which Meta CEO Mark Zuckerberg had high hopes for, is expected to face budget cuts of up to 30% in fiscal year 2026. The cuts involve multiple core products including the virtual world platform "Horizon Worlds" and Quest virtual reality devices. If the budget cuts are as significant as expected, a new wave of layoffs may surface in January next year, but the final plan has not yet been finalized.This massive cut is a difficult decision mad

Good

Don't think so unless meta comes out something really bring in revenue.

I. December 2 Mag 7 AnomaliesDoes Trading Volume Expose Institutional Intentions?CompanyCodeClose PriceChangeVolumeCapital Flow InterpretationNVIDIANVDA$181.46+0.86%$33.33BReal Buying: Volume leader, genuine capital betting on AI hardware dominanceTeslaTSLA$429.24-0.21%$29.72BIntense Battle: Positive sales but stock closed down, fierce long-short showdownAppleAAPL$286.19+1.09%$15.33BSafe Haven: After EU defeat, some capital trading technical reboundAmazonAMZN$234.42+0.23%$10.70BInstitutional Building: AWS industry落地, volume gradually expandingMicrosoftMSFT$490.00+0.67%$9.59BStabilizer: Reasonable valuation, allocation-driven buyingMetaMETA$647.10+0.97%$7.50BLack of Confidence: Debt risk unresolved, low turnoverGoogleGOOGL$315.81+0.29%$7.80BWait-and-See: Price target raised, but market awai

$META METAVERSE Rebouds to a key support level. Bullish

Continue to hold as strong conviction META will rebound.

Shall rise a bit more in December..

$Meta Platforms, Inc.(META)$ Strap in, investors – Meta Platforms just ignited a 3.8% surge on November 26, 2025, outshining the MAG7 pack as the top performer while flaunting the group's lowest PE ratio at a bargain-basement 26x forward. Fresh off a Q3 earnings beat that smashed EPS estimates by $0.51 to $7.25 amid 26% revenue growth, the stock's rebound clawed back from post-earnings pressure fueled by a $30B debt issuance bombshell. Yet, with YTD gains scraping below 10% (from $354 open to $633.61 close on Nov 26), the big question burns: Can Meta plug that post-Q3 gap before year-end fireworks? We're slicing through the momentum, mapping target prices, and weighing if this dip's your golden ticket or a profit-taking trap. Emojis locked, data f

$Meta Platforms, Inc.(META)$   Meta just reminded Wall Street it still has some rocket fuel left. After weeks of wobbling, the stock ripped higher and—thanks to a still-low valuation for a MAG7 name—the “can it close that earnings gap?” chatter is back. Meta rebounded smartly to start the week, outpacing much of big tech and trimming the damage from its late-October plunge. Even after the bounce, the stock’s year-to-date total return is only around the high single digits—well behind several MAG7 peers—which is partly why value hunters keep circling. That plunge, of course, began with Q3 results on Oct. 29. Revenue hit a record $51.2B (+26% y/y), but GAAP EPS cratered to $1.05 because of a one-time, non-cash $15

Meta Rockets Up: The Sleeping Giant Finally Wakes — Will It Erase the Earnings Crash This Year? 💥📈🤖 Meta didn’t just bounce yesterday — it ignited, surging nearly 4% and blowing past every other MAG7 name like a jet breaking the sound barrier. ✈️💨 Yet here’s the twist: 👉 Meta still has the lowest PE in the entire MAG7. Growth engine. Low valuation. Underdog momentum. This is the forbidden combo investors secretly crave. 😮‍💨⚡ After the earnings miss and the gut-punch selloff, Meta’s YTD gain sits below 10% — unusually low for a company that practically prints cash. Now everyone’s asking: Is Meta about to erase the entire post-earnings crash… THIS YEAR? Or is this rebound just a teaser trailer for a bigger 2025 run? 🎞️🚀 Let’s dive into this blockbuster. ⸻ 1️⃣ Why Meta Just Snapped Back to Li

From my point of view, Meta's $Meta Platforms, Inc.(META)$   recent rebound is encouraging, especially considering it has been one of the laggards within the Mag 7 this year. The fact that it carries the lowest PE among the group gives me some confidence that the valuation isn't stretched compared to its peers. Even after the rebound, Meta's YTD performance below 10% suggests there's room for a catch-up move if sentiment continues improving. The market seems to be slowly shaking off the disappointment from the last earnings miss. At the same time, I'm aware that the earnings dip and the debt issuance did shake confidence. The post-earnings gap is still sitting there as a psychological overhang, and the ques

I think one lesson $Meta Platforms, Inc.(META)$ CEO Mark Zuckerberg needs to learn is, never release its company’s earnings on the same day as other US tech giants. It exposes a company for comparison and you don’t want that, not when quarterly earnings are “less” than stellar. On Wed, 29 Oct 2025, META like other US listed companies released its Q3 2025 earnings report. Revenue: $51.24 billion, up +26% YoY, beating analyst expectations of $49.41 billion. Earnings per Share (adjusted): $1.05, well below the $6.72 estimate. Excluding the tax charge, adjusted EPS would have been $7.25. Net income: plummeted -83% to $2.71 billion, heavily impacted by the one-time tax charge related to the US Corporate Alternative Minimum Tax and valuation allowances.

Big-Tech’s PerformanceMacro Headlines This Week:The dominant U.S. macro theme remains the ongoing government shutdown (now in its third week), with impacts broadening further: from disruptions to public services and data releases, to interference in financial regulation and administrative functions, creating systemic shocks to economic expectations. Layoff data has deteriorated sharply—October's job cuts reached 153,074, the highest for any month since 2003, underscoring corporate caution on future demand.With data gaps widening, the Federal Reserve is adopting an even more cautious policy stance. Hawkish comments from officials have dampened rate-cut expectations, emphasizing that in an environment of incomplete data, policy must proceed "slower and more cautiously." Ahead of the December

🦁 META: The "Value Trap" or the Best Deal in the Mag 7? 🚀 The Setup Meta finally woke up yesterday, surging nearly 4% and leading the Magnificent 7 pack. But the price action isn't the most interesting part—it's the valuation. 💡 Why I’m Watching $Meta Platforms, Inc.(META)$  $Meta Platforms, Inc.(META)$  Closely: The PE Discrepancy: Meta currently holds the lowest PE ratio among the Mag 7. In a market where tech valuations are stretching into the stratosphere, Meta is looking surprisingly "cheap." Is this a mispricing by the market, or is the fear of their massive AI CapEx spending justified? The "Gap" Play: Technical traders know that "gaps tend to fill." The violent drop after the la

$Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ Kia ora, traders. It’s 31 October 2025 here in Aotearoa, and I’ve just closed the screens on what might be the most mispriced macro-tech event of the year. Meta bled $200 billion in market cap yesterday, cratering 10.3 % to $674.10. I’m not here to sugar-coat the headline; I’m here to dissect it, own it, and turn it into alpha. This is my full-spectrum autopsy: fundamentals, technicals, macro, options flow, and the forward watchlist I’m trading live. 🎯 Executive Summary I’m convinced the market has completely misread this sell-off. What we saw was emotional capitulation dressed up as fundamental dec

Meta is heavily in the social media game to generate clicks and ad revenue. However these operations seem to hinge on being as unethical as possible to sustain income generation. Constant revelations about how they amplify right wing rhetorics in the united states, inflaming political tensions, curating unhealthy social media feeds for younger users resulting in body image issues and even suicide. Now a report revealed that research done internally showed that users who stopped using social media had better mental health (relieved depression symptoms etc.) and was subsequently suppressed likely as an attempt to not reflect badly on the company. Social media is absolutely unhealthy for users at large, both being a low value time sink, and being manipulated by an arbitrary algorithm to

It’s been a rough week for two of tech’s biggest names. Both $Meta Platforms, Inc.(META)$  and $Netflix(NFLX)$  delivered disappointing post-earnings reactions, sending their stocks tumbling and leaving investors wondering which, if either, is the real buy-the-dip opportunity. Meta’s story sounds strong on paper. The company just pulled off a $30 billion bond sale, the largest high-grade corporate issuance of the year, with demand reportedly near $125 billion. That kind of appetite from bond investors is a signal that big money still believes in Meta’s long-term strength. Cash flow remains massive, the ad engine is healthy, and the push into AI tools is starting to matter. So why did the stock f

$Meta Platforms, Inc.(META)$ $Netflix(NFLX)$ Buckle up, investors! In the wild world of Big Tech, two heavyweights just took a nosedive after their latest earnings bombshells. Meta's splashing billions on AI dreams while Netflix grapples with tax woes and a fresh stock split that couldn't halt the slide. But hey, crashes create bargains – so let's dissect who's primed for a epic rebound as of November 5, 2025. 🚀 Meta's AI Overdrive: Big Bets, Bigger Drops 😎 Meta Platforms dropped a jaw-dropping Q3 2025 report, boasting 26% revenue growth to smash expectations. Yet, the stock tanked 11% in a single day, its worst tumble in three years. Why the hate? Blame the AI frenzy – CFO Susan Li hiked 2025 capex to $7

$Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ Ever wondered if giants like Alphabet and Meta are scraping the barrel for cash? Spoiler: they're not! 😎 These powerhouse moves into massive bond sales are all about smart strategy amid skyrocketing AI demands. Alphabet just unleashed a whopping $17.5 billion in U.S. dollar bonds plus €6.5 billion in euro bonds, drawing insane demand—think $90 billion for the dollars alone. Meta topped that with a record-smashing $30 billion bond deal, peaking at $125 billion in orders. But is this desperation or domination? Let's dive deep with fresh numbers up to November 4, 2025, and unpack if it's time to snag that dip or dash for the exits. 📊🔥 First off, cash reserves are

META Earnings Shock — Is This a Falling Knife or a Hidden Opportunity? Meta’$Meta Platforms, Inc.(META)$  s latest earnings sent the stock plunging — a painful reminder that even trillion-dollar tech giants can stumble. But before you rush to sell (or buy the dip), let’s unpack why the market reacted so violently — and whether the panic is justified. --- 📉 Three Reasons Behind the Sell-off 1️⃣ EPS “crash” — seemingly disastrous headline 2️⃣ Capex surge — spending through the roof 3️⃣ Reality Labs — still a deep-red money pit Now, here’s the truth behind each headline. --- 1️⃣ EPS Collapse? It’s a Accounting Illusion At first glance, Meta’s EPS of US $1.05 looked catastrophic versus Wall Street’s US $6.68 expectation. But this “profit col