My predictions, TSLA-C, MSFT-B

My predictions,
TSLA-C, MSFT-B, META-C, AAPL-B.

Reason:
TSLA - self driving and human robots are all in the future. What if they fail to launch like Cybertruck?
MSFT - it's AI Cape eats into profits.
META - weak use case for AI application. Still burning money on Metaverse. Just shut it dwn already.
GOOG - front runner in both AI and Quantum. What's not to like.

Read my Friday post for details. You will thank me later.

Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?

While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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