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Meta: The market is afraid of expensive AI. I see a company that could dominate the next era of the internet $META
When it comes to Meta today, many investors are mainly focused on one thing:
Huge AI spending.
And honestly, it’s not surprising. Meta expects its capital expenditures in 2026 to be roughly 125 to 145 billion USD. That’s a staggering number and the market naturally...
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Analysis of the stock $VST and why I added the company to my portfolio?
There are companies the market overvalues. And then there are companies the market ignores because their story is too complex to fit into a single headline—and that’s what I see in Vistra Corp.'s shares.
The stock lost a third of its value in nine months. Meanwhile, the company has just signed the largest...
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Vistra may be less well-known among retail investors, but I wouldn’t say the market “ignores” it. The stock has gained over 500% in the past three years, so it doesn’t really look like a forgotten gem the market is only now discovering.
And as for the bet on nuclear: yes, Vistra has a significant nuclear component, but it’s not a pure nuclear story. Nuclear accounts for roughly 15% of installed capacity. In terms of generation the nuclear share will be higher, but it’s still not a purely nuclear player.
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I’m still holding the company’s shares, and it’s a position I won’t be selling anytime soon. The company’s outlook and the moat it has give me another reason not to sell even at the current valuation. Apart from a few purchases at the beginning of the year and my ongoing monthly investments, I’m trying to accumulate capital and waiting to see how the market develops.
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Bill Ackman announced that in February he was buying $MSFT shares after a 15% drop, at a 21× forward P/E ratio. 📊
Azure is growing 40%, the AI business is making $37 billion annually and is up 123% year-over-year, while the sell-off was triggered by concerns over $190 billion in capex and fears of competition from $GOOG and $AMZN. 📈
Microsoft is now Pershing Square's fourth major...
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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊
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Meta unveiled a new AI model, Muse Spark, which aims to compete with top models like ChatGPT and Gemini. It focuses primarily on logical reasoning and image analysis. After the announcement, the stock rose by 6%. It’s great to see Meta finally launching its own model, and I’m glad I recently bought more shares.
Do you think Meta’s AI model can outperform ChatGPT? Do you own...
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Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Anyone could outperform anyone — the limits we see today might, within a year, become the bare minimum requirements for these models to run sensibly.
I own shares in Google / Meta / Microsoft, and none of them has to be the winner; at the same time, it’s fair to admit there doesn’t have to be only one winner here.
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Portfolio under review: March 2026 summary
March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
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I'm curious what target prices you have set for the new positions. Especially for $RR.L — I bought in at 107 GBP and in backtesting it showed over 1000% gains, but I don't see much room for further upside... $RR.L is now roughly only 15% below its ATH.
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Meta is considering laying off roughly 20% of its workforce. It would be the largest round of layoffs since 2022. Personally, I see this as positive because the company is trying to become more efficient and the stock could react by rising. $META has been in my portfolio for some time and in the past few weeks I've been adding to my position because the shares are at an...
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From a financial perspective it's probably a good move and a step forward; from a moral perspective it's a different matter.
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🚨 Zuckerberg faces a jury. Why do $META and $GOOGL face a potentially fatal hit to their business model?
This week in Los Angeles a legal battle is unfolding that everyone with Big Tech stocks—specifically Meta and Google—should watch closely. Mark Zuckerberg appeared before a jury on Wednesday in a trial that could become an absolute precedent for the entire social media sector...
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Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Let's be honest: social networks operate exactly as they're currently being accused of. It's just business. I don't agree with people spending so much time on them — right now it's really crazy. But let's be frank, I use them actively too. I don't see any reason why it should go that far. No one is forcing anyone to use Instagram, YouTube, or Facebook. It's each person's free choice, and ultimately it's up to each individual how long they spend on these networks. I do like age-based restrictions for the youngest users. Children are more easily manipulated, and that makes sense to me. For adults, in my opinion, it's up for discussion.
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Nvidia $NVDA and Meta $META are expanding a multi-year collaboration, and for me this is mainly confirmation of one thing: while the big players publicly talk about "capex fatigue", in reality they continue to massively lock in capacity for several generations ahead. Meta is set to take millions of GPUs (Blackwell + future Rubin), along with CPUs and networking from Nvidia, and...
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I'd welcome a bigger stock move than just 0.2%. I'll probably buy more $META shares.
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When to sell a portfolio winner? Hold like Buffett, or realize the gains?
Personally, I think that if an investor has a stock in their portfolio that serves as the main source of growth, they should hold it as long as possible—until its valuation becomes unreasonable (for example, like with $PLTR) and as long as growth doesn't slow or the company's fundamentals don't deteriorate...
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Like Buffett, but I trimmed AJG because it wasn't doing well and APH because it was doing well.
So just keep investing based on the “what if”...
I go by the numbers, and they show that Meta makes money very easily but just as easily throws it away — and not only on the metaverse mentioned above. What I mean is, you might be right or you might be wrong; you could even place a bet on it at a bookmaker.