$Alphabet(GOOG)$Both Google (GOOG) and Meta (META) $Meta Platforms, Inc.(META)$ are gearing up for their earnings reports. After Meta reports today, both stocks are expected to rise, with Google likely seeing an even bigger move when it announces earnings next week. A push toward $240+ for GOOG seems increasingly likely.
$Meta Platforms, Inc.(META)$Out of all Mag7 - this is best bet - as its not dependent on technology per se - its dependent on advertising cash. As long as economy keeps growing at 3%+ - metas revenues will just keep growing - with a manageable expense base they can turn on/off at will. If economy turns - different matter - but then all of Mag7 hurts.
$Alphabet(GOOG)$In terms of long-term memory and reasoning capabilities, Google performs better in some aspects. However, Google has indeed fallen short in some areas. It's worth noting that OpenAI's engineers and the initial training models were built using Google's resources.
$Meta Platforms, Inc.(META)$Deepseek is a wake-up call for AI investment in Big tech companies (not only Meta).Who know in the future, META can spend a fraction of the cost for AI development similar to Deepseek and this is a good for Meta stock. Meta doesn't need to spend more and more money on NVDA chips every year. This will translate to Meta's profit and its stock in the future.
$Alphabet(GOOG)$BlackRock is the worlds largest financial institution with $15 TRILLION in assets. Do they know how to research a stock? Do they know how to do their homework? They own $10's of billions of GOOG and you should too. BlackRock knows way more about GOOG then some anonymous.
$Meta Platforms, Inc.(META)$Meta's stock will likely fall below $600, but this decline isn't supported by fundamentals. Facebook and Instagram continue to generate massive profits, and the company's financial performance remains strong regardless of whether TikTok faces a ban. This situation is utterly absurd!
$Meta Platforms, Inc.(META)$Meta is undeniably a standout success story, whether or not TikTok faces a ban. The ongoing TikTok debate is merely a distraction, and I personally hope it gets resolved soon. It's starting to feel like a bit of a drag for medium-term investors, and I believe Meta's potential and growth should remain the focus. Meta's innovation and achievements continue to shine, and I’m optimistic about its long-term trajectory. Let’s shift the focus back to what truly matters! 🌟📈
$Alphabet(GOOG)$Google's stable stock price can be attributed to its consistently strong fundamentals. Except for two quarters in 2014 and one in 2019, Google achieved over 20% revenue growth for 50 consecutive quarters, all the way through Q4 of 2019—that's 12 and a half years!
$Alphabet(GOOG)$Some people pretend to understand, but large models are essentially just more intelligent search engines. The real future of artificial intelligence lies in Google's specialized smaller models, which are more focused and capable of performing tasks in a much more refined way.
$Meta Platforms, Inc.(META)$Despite implementing a 5% layoff, the stock still looks strong on the weekly chart, showing impressive performance over the past few weeks. It’s currently forming a solid base breakout pattern, which suggests it’s gearing up for its next upward move.