$META
Meta Platforms Inc.How his view evolved
Every substantive take he's posted on $META, newest first — each labelled with the stance he expressed at the time.
- Apr 29, 2026Bullish
@joestar1402 So markets might not like $META aggressive capex spending $145 billion… but i think the small semi supply chain players do lol. Depends on what you’re looking at. But earnings were generally positive across the board.
View on X → - Apr 15, 2026Bullish
I'm just sharing my journey and thoughts. People give me too much credit, everyone takes their own trades. As for me... I finished the day up +1,337.81% YTD. $MSFT, $META and $RDDT beginning their recoveries today helped a bit. This is exactly why I believe if your ideas https://t.co/qbndWTkzSf https://t.co/4lPfCpidPd
View on X → - Apr 15, 2026Bullishconviction 3/4
Thank you $MSFT and $META. The selloff overreaction presented a buying opportunity when: -> Microsoft hit $360 and Meta hit $525. You didn’t need to time the exact bottom. But the recovery probably minted generational wealth to many. Did you end up taking positions? https://t.co/gII17cJo19 https://t.co/M5WJ94N02v
View on X → - Mar 27, 2026Bullish
Are we not using social media anymore? $SNAP down -50.6% YTD $RDDT down -44.6% YTD $PINS down -32.2% YTD $META down -26.35% 6M Companies like Snapchat with excessive SBC makes sense… Yeah there’s bear cases around Meta capex but it’s growing forward revs 30-33% Y/Y round ~17 https://t.co/N9Q8kr9Fb1
View on X → - Mar 24, 2026Bullish
@TheVantaBlack Not yet, but leaps on $MSFT, especially with OpenAI liquidity unlock feels more compelling here? Same with $META with blowout earnings, delaying Avocado launch doesn’t materially change earnings much short term since they sell ads but does impact optics.
View on X → - Mar 24, 2026Bullish
Feel like Mag7 selloff from $META at $593 to $MSFT at $373… Has gone a bit too far? At this point, risk/reward feels on hyperscaler spend vs. ROI vs. macro climates, feels compelling. And we should see capital rotations back into the American tech sector soon. https://t.co/KBCi7gMfGT
View on X → - Mar 13, 2026Bullish
@mktoperative They guided ~33.5% y/y growth ($53.5B- $56.5B) as a $1.5T+ company. Think whatever Zuck is spending on with $META seems to be working.
View on X → - Mar 13, 2026Bullish
Do you think markets know $META makes all their revenue from selling ads? Not farming avocados? -4% selloff for a total of -16.92% this past month is a bit too much. https://t.co/wMkcrMaIhX
View on X → - Jan 29, 2026Bullishconviction 3/4
@hoiyeahhhh Amount of bear $META posts I’ve seen was crazy. FinX just look at things in a vacuum. If revenues/FCF were decreasing that would be another story but how is a hyperscaler like Meta growing over 30% Y/Y, that is crazy. They have enough to fund the buildout. https://t.co/WqNBfktto2
View on X → - Oct 30, 2025Bullishconviction 3/4
@DiscountedBTC For $META their core earnings were stellar and if you ignore the one time tax they strongly beat EPS. It’s just an argument of whether AI capex is going into a black hole or will have ROI but that’s just narratives. Easy buy for me
View on X → - Oct 30, 2025Bullishconviction 3/4
@blu400_ IV is extremely low. I could buy millions in shares too but with calls, it’s really high leverage for low capital. I’m also confident on recovery which is why I’m fine with leverage on $META
View on X → - Oct 30, 2025Bullishconviction 3/4
@soulbiri1 Yeah great buy, stellar earnings, looks off due to one-time tax. Don’t like capex spend but it’s just narrative at this point since people are cheering on other mag7 capex spend. $META will probably recover in a week or two
View on X → - Oct 30, 2025Bullishconviction 3/4
@rioferdy838 $META might 2 day flush so -15% intraday low or back to $650 later. Which is why I said cost averaging is important. Usually you don’t buy right after earnings but Mag7 is an exception due to high liquidity. Also correction to post, 2-6 day recovery, not full recovery
View on X → - Oct 30, 2025Bullishconviction 4/4
Added 6 figures in Jan-Feb $META calls. Same thing happened last year April and it took 2-6 days for full recovery. Earnings beat, fundamentals in tact. Same story about capex spend. Might be 2 day flush so cost averaging but this selloff is a huge opportunity. https://t.co/S3CwYsdaU4 https://t.co/Nh1y1RD8Et
View on X → - Oct 30, 2025Bullishconviction 3/4
@gunnaosrs Yeah $META calls seem like free money, you have the right mindset. I'm not doing leaps though probably shorter dated calls since it takes 2-3 days for recovery a lot of times. I was thinking day-2 flush or if it drops 15%+ intra-day today but we'll see.
View on X → - Oct 30, 2025Neutral
@gunnaosrs I need to look at $DBRG too, I keep hearing that name pop up from time to time. I'm just personally looking at $META earning right now to see if I want to enter options.
View on X → - Oct 30, 2025Bearish
@DivesTech @Benzinga Important caveat: increasing capex ≠ ROI, especially for $META, where the path to monetization is less direct than $GOOGL or $MSFT, who monetize both sides through data centers+ frontiers models. Had some discussion with ex-FAIR after layoffs it feels like their capex isn’t
View on X → - Oct 11, 2025Bullish
Based Friday Market Close (-3.6% SPY day), Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Buy $UPWK $CRDO $ALAB $AMZN $META $UNH $SG $TGT $BULL $FLY $CIFR $WULF $IREN $GLXY $SMCI $DELL $MRVL Hold $RKLB $HOOD $RBRK $MU https://t.co/OvQOeHNuWv
View on X → - Oct 4, 2025Bullish
Friday Market Close, Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GRAB $ASTS $NVO https://t.co/RukewpnIRv
View on X → - Sep 23, 2025Bullish
$AMZN is an great buy here at $220 if you're doing shares. I'd wait for $211-216 before entering shorter term calls. Fed meeting today didn't affect odds of 3x rate cut. In terms of tech giants my guess is: $TSM -> $1.8T $META -> $2.3T $AMZN -> $3T https://t.co/5KwV6XZWxK https://t.co/3T0OGjMw6I
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