$Vistra Energy Corp.(VST)$ $Amazon.com(AMZN)$ and $Meta Platforms, Inc.(META)$ are the two biggest customers of Vistra, so that should keep it moving higher. Buying the dip and holding still makes sense from where I stand. AI power demand keeps growing, and the AI rout narrative doesn't really hold up.
$Meta Platforms, Inc.(META)$ looks to be turning up above the 699.84 invalidation level. The decline seems to have wrapped up wave Y / (4) near the recent low, closing out the corrective sequence from wave X. As long as 699.84 holds, there's room to keep recovering toward the 740–745 area as the next bullish leg develops.
Do you think $Meta Platforms, Inc.(META)$ will save the day and ease AI bubble jitters? I am thinking they will have good earnings. They are watching our WhatsApp conversations and now using AI to improve advertising performance.
$Meta Platforms, Inc.(META)$ NOV20 730C, still actionable. Zone: $704.36 to $714.30 Invalidation: close under $702.71 Objectives: $744, then $771 The math: up 4.9% to the first objective and 8.7% to the second, against 0.9% risk on the invalidation, better than 9 to 1 to the second. This swing setup feels like a solid house that got marked down during a rough week for the whole street. Meta fell 3.7 percent on Friday and closed at $709.33, yet buyers held the $702.71 low, and that hold gives a clean line to step aside if it breaks. Earnings come after the close on October 21, and the November 20 calls allow enough time for price to carry back toward $744 first and $771 next, the same highs buyers paid up for ea
The CEO said 2026 revenue would be $435-$465 million. The first two quarters combined for $91 million, so Q3 and Q4 should be explosive. $150 million minimum would back up the CEO's statement, and the stock would re-rate on proof they can execute. A lot of people doubt this because they think it's a new company, but it's actually 25 years old and has been doing this for years, just at shopping center and grocery store scale instead of data centers. They also have $650+ million in cash, and they don't even need to touch it since they have $528 million in deposits from $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and ANTHZZX.P that they draw against as revenue in stages of completion. The bi
You're starting to see the early and likely temporary distaste for the AI hardware buildout. At the same time, there are early signs of flows moving toward the application layer, where I think $Meta Platforms, Inc.(META)$ is set up to dramatically outperform and capture most of the mindshare.