Meta Platforms Stock Discussion

$Meta Platforms (META.US)$ dumping next week

one simple and easy strategy to investment!
keep it simple stupid!
find stock that is good strong, profitable and resilience to recession!
when you are convinced, invest slowly and steadily, simply by applying dollar cost averaging.
you can even set up regular saving plan on moo moo and invest $Apple (AAPL.US)$  300usd per month
or 200usd on $Alphabet-C (GOOG.US)$
if you have higher budget go for $Microsoft (MSFT.US)$  $500usd or $Meta Platforms (META.US)$ $600usd ...

$Meta Platforms (META.US)$ $580?? Earnings will bring it back down to earth. Expectations are out of order!

It's no secret that $ $NVIDIA (NVDA.US)$ 's stock price tends to track big tech's capex. A few observations:
▶️The major upward revisions for capex came in 2024, as 2023 was still more about post-COVID normalization and cost-cutting. Some firms ( $AMZN $META) even reduced capex in 2023.
- 2025E consensus for the "Big 4" (MSFT, GOOGL, META, AMZN) combined moved from $167B (Jan 2023) to $182B (Jan 2024) to $230B (Oct 2024).
- 2024E consensus shifted from $160B (Jan 2023) to $170B (Jan 2024) t...