Meta: Entry on Best Ideas List Amid Dip

about 1 month ago

"Stephanie Link, I love her. Totally agree with my friend Dan Ies. I'm putting Meta on the best ideas list. Stock down 19% in two weeks now trading at 19 times earnings per share. Cheapest of the Mag 7 with 25% TRD growth, 40% OM with AI monetization, 14% impression growth, PX ad 10%. Go and ask what AI does mean what that means. I have no idea. But she is a fundamental genius and she's telling you it's cheap and it was cheap back here of 521 when I loaded in. Did I start trimming this? No. I bought more at 660. My journal said be more patient. I was more patient. I said, 'Wait for it.' You can see I got an alert right there at 624. Did I buy? No. I didn't have confirmation. It's about the risk and reward. I want to see where this one starts to bounce back up."

The speaker highlights Meta as a top pick, noting that the stock has declined 19% over two weeks and is trading at 19 times earnings. The commentary praises the fundamentals, citing growth metrics and attractive valuation, while emphasizing a patient approach to buying on dips based on risk and reward analysis.

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