Markets have META way wrong and this recent selloff is a huge opportunity. Wearables are a hit right now, as seen through the ramp up in production. Threads monetization will add even more cash to the CASH COW of social platforms they already have.
Very confident in Zuck talking about the Capex spend, calming investors. Their AI is NOT a flop, they will use it on the glasses, reality labs tech will be used in their glasses. Earnings will EPS will be a smash due to no tax hit. Excited to hear the earnings release, that might be the most telling. A few days ago was going to make a post predicting 800+ after earnings but that’s a calm prediction now. I do think there’s a road to 800+ in the next 3 weeks. Just my opinion, NFA.
Holding 11X META 620C’s 5/15/26 but might sell those and transition to METU or shares if there’s a run up to 700+ before earnings to avoid IV crush.
