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Meta has got to be one of the best opportunities in the market
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Investwithj
674 posts
Investwithj
@Investwithj25
Detailed investment and financial research. Establishing a process to make investing easier and deliver market beating returns. 🎥YouTube: InvestwithJ📈
Joined March 2025
- Replying to @StockMKTNewzIt should still be the MAG 7. Just take out Tesla. Tesla does not boast the fundamentals nor posses the moat these tech giants have. I have nothing against Tesla, but when you dive into the numbers and financials you can see that their quality is nowhere near that of Microsoft,
- Replying to @charliebilelloInflation has been persistent since 2022 and now we are opening the door back up to rate cuts which incentivize spending and causes inflation. I just don’t see the logic here. Fed must know something
- Replying to @StockSavvyShayI mean Google cloud is an impressive business. The fact that it’s only a portion of Google is insane. When you divide out Google into its segments you get a company like this: - Largest search engine in the world (oh but what about AI disruption) - The best AI model so far in
- Replying to @patientinvestorPepsi is definitely a safe company to buy and has experienced quite the sell-off. However, it isn't a screaming buy at these prices. Over the past 6 years $PEP has grown FCF at an average rate of 4.8%. Doing a simple reverse DCF with assumptions of 2% terminal growth rate (not
- Replying to @joecarlsonshowI agree, but this is going to be a more qualitative take. I’m 23 and growing up all through school and college we did work through Google’s ecosystem. Every paper was typed on docs, every PowerPoint was on Google slides, all my school emails used Gmail. Then, entertainment and
- Replying to @StockSavvyShayThis gives off some weird energy. Obviously CEOs should care about growing their business and stock price appreciation, but this just looks like a hype conference. Might be seeing a bit of euphoria in this market huh…
- Replying to @amitisinvestingFor anyone wondering why the market has barely reacted to this cut initially, it’s because this was expected. The market has baked this cut into current valuations. The only movement you will see from the market today is based off everything that comes after. Powell’s tone and
- Replying to @TradingThomas3The thing with $NVDA report is they almost have to report perfect earnings. With the type of market we are in, investors are going to be looking for any weakness. If they say any demand is slowing or they miss on any metric or aren’t extremely optimistic on the outlook then the
- Replying to @amitisinvesting$META has faced this scrutiny before in 2022. It sold off (much more than this) and roared back. One of the best investments you can make is a Mag 7 stock in the low 20’s P/E on a discount. Google traded at a 19 P/E earlier this year and has returned near 100% returns from that
- Replying to @IndraStocksWasn’t a post to brag… it was just showing the type of returns that were available if you bought when everyone said it was dead.
- Replying to @Mr_DerivativesGuys, at the end of the day it is just a quarterly earnings report. Don’t let the hype or speculation dictate your stock decisions. Know the situation: - We are at ATH - AI is racing up (is it overvalued at this juncture?) - Nvidia has had a nice run up and is the clear leader
- Replying to @joecarlsonshowThe funny thing is it still has so much upside. Once we get clarity on if they have to sell Chrome or not that will provide a clearer picture on the stock. Gemini is looking like one of the strongest AI platforms, cloud is locking deals and growing exponentially, and Waymo is