A very interesting interview with a Former High ranking $Meta Platforms (META.US)$ director (2 levels from C-suite) on some cultural things regarding Zuck:
- Zuck's end vision is seeking to build an operating system. He also shared some chatter on the halls at $META that the goal for Zuck for AR/VR is to have a MedTech device contact lens.
- Through the 2022 $META layoffs, Zuck learned that he is no longer as close as he would like to have been to the product.
- He thinks that if $AAPL also st...

1. $Alphabet-A (GOOGL.US)$ | Alphabet
• Advertising Momentum: Google’s core ad business, especially YouTube and search, needs to show continued growth. I expect ad revenue to be ~$68B for Q3, driven by strong political and CPG ad spend.
• Google Cloud Performance: Profitability and top-line growth in the Cloud segment are critical. Google Cloud's previous 29% ...

While $NVIDIA (NVDA.US)$ dominates semiconductor headlines during the AI boom, several other companies also hold  monopolistic positions in the evolving digital economy -- here's a cheat sheet of the top 10  👇
1. $ASML Holding (ASML.US)$ | ASML Holding
• They hold a monopoly in lithography machines, which are essential for enabling the mass production of ultra-small, efficient chips crucial for AI applications. Their technology is foundational in pushing the boundaries of miniaturization a...

$Hims & Hers Health (HIMS.US)$ has 52% YoY growth, 4% net income margin, and trades at 4.2x EV/Sales.
Incredible fundamentals.
There's only 7 (US) stocks I found that have this criteria or better.
Want to see them?👇
1. RenaissanceRe Holdings | $RenaissanceRe Holdings (RNR.US)$
2. Summit Materials | $Summit Materials (SUM.US)$
3. Lincoln National Corporation | $Lincoln National (LNC.US)$
4. Tidewater | $Tidewater (TDW.US)$
5. Atour Lifestyle Holdings | $Atour Lifestyle Holdings (ATAT.US)$
6. Super Micro Computer |...

$S&P 500 Index (.SPX.US)$ If it trades below 5800, we will target 5775P until reaching the goal. However, holding above 5800 will lead us to a confirmed target of 5837.
$Apple (AAPL.US)$ Apple continues to show strength here, and the 235C is the best strike for this week.
$Tesla (TSLA.US)$ The 225C strike is the best option after surpassing 220.60.

Why is $NVIDIA (NVDA.US)$ on track to reach a new record high closing price?
• $Alphabet-A (GOOGL.US)$ ordered 400K GB200 chips valued at $10B.
• $Microsoft (MSFT.US)$ purchased 60K GB200 chips worth $2B.
• $Meta Platforms (META.US)$ acquired 360K GB200 chips for $8B.
Demand for Nvidia's Blackwell chip is absolutely INSANE  🤩

1. $First Solar (FSLR.US)$ | First Solar
• They stand to benefit indirectly from policies likely to bolster the adoption of electric vehicles. Enhanced EV tax credits under Harris could increase demand for renewable energy solutions, including solar power, to support a growing infrastructure for electric vehicles, potentially increasing the deployment of solar technology provided by companies like First Solar.
2. $Alibaba (BABA.US)$ | ...

$Meta Platforms (META.US)$ Meta's AI efforts:
Leading open-source models with Llama.
185 million weekly active users of Meta AI (400-500M total users)
Dedicated AI hardware in the Meta Rayban glasses - the only useful consumer AI hardware product out there right now IMO.
It has the tech, data, and distribution to lead in the era of AI.

$Smartsheet (SMAR.US)$ being purchased for $8.4b - 7x CY24 sales / 36 FCF.  6x CY25 sales / 29x FCF.  Yowza.
SMAR is the "higher-end" work management SaaS solution that 1) has a ton of competition, 2) faces the existential $Microsoft (MSFT.US)$ deathstar risk, and 3) may need to navigate AI risk as it is a workflow solution.
Company has been decelerating rapidly to the mid-teens (net rev addition of 216m in CY22, 191m in CY23 and estimated 161m in CY24).  Let's say the 84% GM is sustainable, R&D ca...

$Uber Technologies (UBER.US)$ & $Alphabet-A (GOOGL.US)$ Waymo Expand Autonomous Ride-Hailing Partnership to Austin & Atlanta.
$Uber Technologies (UBER.US)$ is up 8% & $Tesla (TSLA.US)$ is down 1% pre-market off this news  👀