Great stuff Jimmy, as always! Might be worth taking a look at ASML next. Their share price has tanked a bit recently in response to fear among sales to China and stagnating chip production for this year but these factors seem a little over done. They continue to produce some absolutely awesome machines and have benefitted from Intel’s (albeit flawed) pivot to becoming a chip manufacturer, and they may yet see benefits from TSM bolstering production state-side.
I think the (tiny) revenue pullback in 2022 has a different reason. They had a big spike in 2021 when we were stuck at home with money to spend. Advertising spend went up to capture that. In 2022, it reversed, but meta still held on to nearly all of the increased revenue
The COVID effect. Maybe the same can be said for massive ads spending for the election for this year. We might see ads spending slowdown next year especially if the economy condition deteriorates. $META rallied massively in 2023 because they cut a lot of labor costs (year of efficiency). The same cannot be said now as they are pouring billions into AI capex with no ROI in the near future. Sounds like their METAVERSE project wasting close to $35 billion every year .
As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Evelyn Infurna’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Evelyn Infurna. I am at $128k right now and LOVING that you have to bring this up here
She hooked me up with a late-stage fund that got me in on private shares of some hot companies before they hit the market or blew up. Those investments totally paid off when the companies went public and their stocks shot up. Now, I’m stoked because I’m heading into retirement with almost a million bucks in my portfolio.
Jimmy, Meta on a stock basis is an amazing stock. I think you should hold. On a personal level, I rather not earn money from this company so I do not have it in my portfolio. Even though I don't have it and don't plan on buying it, I still watched your video. I recommend for your next video to look at clean energy stocks, like Enphase. Their stocks are destroyed now but they have good fundamentals.
Jimmy, you're one of the only TH-camrs that show how the companies make money, not just how to value a balance sheet. Thank you so much for that. I always look forward to your videos. Long meta since 2021! (Avg. Cost $235)
I doubled my money about a year and a half ago I would say. I sold half my holding and now just hold the rest till the end of time maybe? It doesn't owe me anything anymore and any div. it gives is pure gravy! Once you have a better buy I would at least trim your initial book value on it and get your original money back. That's just me and how I manage my holdings. I'm very close at having 2 more just like it. But I am still only a few years into this game. Thanks for all you have taught me Jimmy.
Great stuff Jimmy, as always! Might be worth taking a look at ASML next. Their share price has tanked a bit recently in response to fear among sales to China and stagnating chip production for this year but these factors seem a little over done. They continue to produce some absolutely awesome machines and have benefitted from Intel’s (albeit flawed) pivot to becoming a chip manufacturer, and they may yet see benefits from TSM bolstering production state-side.
Thanks Jimmy, love these type of videos.
One of my biggest holdings, (behind Apple, Amazon, and Nvidia). Great company. Thanks for the analysis.
Good video. One of my favorite stocks to own. I really enjoy buying it on pullbacks and dips.
Thanks Jimmy / you help out a lot of people. We Appreciate you! More ideas for analysis after mag 7:
PLTR, O, microstrategy,
Pltr is overvalued. Saved him the time!
I think the (tiny) revenue pullback in 2022 has a different reason.
They had a big spike in 2021 when we were stuck at home with money to spend. Advertising spend went up to capture that. In 2022, it reversed, but meta still held on to nearly all of the increased revenue
That makes sense as well!!!!
The COVID effect. Maybe the same can be said for massive ads spending for the election for this year. We might see ads spending slowdown next year especially if the economy condition deteriorates. $META rallied massively in 2023 because they cut a lot of labor costs (year of efficiency). The same cannot be said now as they are pouring billions into AI capex with no ROI in the near future. Sounds like their METAVERSE project wasting close to $35 billion every year .
Great stock!!!!
As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Evelyn Infurna’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings, managed to grow a nest egg of around 127k to a decent 532k. Kudos to the journey ahead!
Use her name to quickly conduct an internet search.
Infurnaevely1 she’s verified
I went from no money to lnvest with to busting my A** off on Uber eats for four months to raise about $20k to start trading with Evelyn Infurna. I am at $128k right now and LOVING that you have to bring this up here
She's really good in studying the market and making a strategy and i am learning so much from her already...
She hooked me up with a late-stage fund that got me in on private shares of some hot companies before they hit the market or blew up. Those investments totally paid off when the companies went public and their stocks shot up. Now, I’m stoked because I’m heading into retirement with almost a million bucks in my portfolio.
Jimmy, Meta on a stock basis is an amazing stock. I think you should hold. On a personal level, I rather not earn money from this company so I do not have it in my portfolio. Even though I don't have it and don't plan on buying it, I still watched your video. I recommend for your next video to look at clean energy stocks, like Enphase. Their stocks are destroyed now but they have good fundamentals.
Final video? Did I miss Microsoft?
Yes, video was published 3 months ago
Ok it's not in the playlist either.... there are 6 vids in the magnificent 7 playlist lol
Jimmy, you're one of the only TH-camrs that show how the companies make money, not just how to value a balance sheet. Thank you so much for that. I always look forward to your videos. Long meta since 2021! (Avg. Cost $235)
I doubled my money about a year and a half ago I would say. I sold half my holding and now just hold the rest till the end of time maybe? It doesn't owe me anything anymore and any div. it gives is pure gravy! Once you have a better buy I would at least trim your initial book value on it and get your original money back. That's just me and how I manage my holdings. I'm very close at having 2 more just like it. But I am still only a few years into this game. Thanks for all you have taught me Jimmy.