META
Meta Platforms, Inc. Class A Common Stock
stock NASDAQ

META

AVGO, GOOGL, TSM, NVDA, META (leaving out BIB because it’s a trade)

I'm experimenting with low selling low delta covered calls as a way to generate income off of some of my growth holdings that don't pay a dividend (or a tiny one) like TSLA, NVDA, META. I think i can a generate a relatively safe 3-4% on premium from these covered calls but i do have to watch them daily and roll out as needed. That way i cam keep my growth holdings while still creating income. I am not retired now but trying to see if this is viable or I should sell the holdings in favor of traditional dividend stocks.

AVGO, META, QQQ, NVDA, GEV

QQQM, AMD, AAPL, META, GOOG

definitely not XRP, sell that. nothing is guaranteed. for all we know we can all die tomorrow and the stock market shuts down. but, some stocks im optimistic in are: UBER, NFLX, META, GOOGL, and TSM

I like MU, AMAT, SMCI and TSM. ASML is a good european company too, but it's got weird price action. All of these are fairly undervalued based on fundamentals and monopoly / conglomerate power.

But dont buy options, just buy shares... you're WAY late on the Semiconductor / AI Hype Train... Like probably 2-3 years late lol. Option Premiums are insanely overpriced.

***Re: P/E Ratios***
As of writing, TSM and SMCI: 26, so they might fit your criteria; that said: You shouldn't use PE ratio to assess company value anymore, since many publicly traded companies have figured out how to game those metric.
For larger companies, e.g. META and AMZN, they can hide their true PE behind corporate spending, R&D, etc. They could be WAY more profitable if they wanted to, but they choose not to. Of course if you can afford to hire the best finance folks, they will be the best at window dressing for Wall Street.

META, ASML, AMD, GOOGLE, Comfort Systems

Jokes on her. Zuckerberg just overheard you at the bar and now META wants to aquire you at an instant $120M valuation 🚀 

META RR AMD Google

I’m short MSFT, NVDA, NFLX, META, SPOT.
Long GOOGL.

AMZN META UBER HOOD

NVDA, BRKB, AMZN, META, MSFT

AMZN and GOOG for sure. Maybe META and NVDA too

AMD, SOFI, META, ELF, MU.

There was a viral video of Hasan Minhaj where he was asking a financial advisor why he would stick to the index if the winners had outperformed with a huge margin over the last decade. For example, GOOG, META, AAPL, AMZN, NVDA, etc.
I think the valuation relative to expectations back then was clearly undervalued —for example, [Apple had a P/E ratio of 13.](https://open.substack.com/pub/marketsantefficient/p/was-it-obvious-who-were-the-winners?r=3d1c5t&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false)
Would you have predicted the winners correctly?

COIN, PLTR, AMZN, NVDA, META

I'm not saying it's unheard of. I'm saying it's unlikely.
You referencing NVDA and META kinda validated it.

ASTS, RKLB, GOOG, UBER, META

Starting my US portfolio, I was balls deep into AAPL, META, TSLA, AMZN, you name it.
Now? I pulled out of those positions and went boglehead mode and I’m zen lol