Evidence

Which is just a tad below the 15 fair value PE, now we see that it's in value.

— FAST Graphs

when I see, you know, Nvidia now kind of grinding its way back higher as well, that that tells me that gives me a little bit more comfort.

— SpotGamma

yesterday, when we gapped down and we started to rally, I bought some of the IWM and the QQQ, personally. That's what I got into.

— EarningsBeats

yesterday, when we gapped down and we started to rally, I bought some of the IWM and the QQQ, personally. That's what I got into.

— EarningsBeats

I view Meta as a unique opportunity of an incredibly wide moat company that exists today trading at a very low valuation. So when this company goes down, I'm buying more. And I believe that even though it's in the red today, none of my buys have been a mistake. I believe every si

— Joseph Carlson

Meta is probably the company that has got the best return of investing in AI than all the companies I've been following because it really helped selling ads to all the advertisers and um they were able to better target the ad to the consumers using all the data from the users of

— The Investor's Podcast (We Study Billionaires), at 15:15

I think we're looking at another situation similar to, this time last year, maybe nine months ago, in mid 2025, where we said microns probably going to reach new all time highs. I think that is probably not, a crazy scenario to consider.

— Chip Stock Investor

Is Microsoft a good starting point for investing in cybersecurity? Yes. All the hyperscalers are where everybody should start their cybersecurity investing journey... Microsoft especially, with that claim, 37 billion in fiscal 2025 revenue. They're the biggest in the world.

— Chip Stock Investor

AMD has a more bullish look than Nvidia... it's in a stronger position than Nvidia. Nvidia is below its 200 day moving average. AMD is above. So, I think AMD has a more bullish setup to my mind than Nvidia.

— Cestrian Capital Research

I looked at the fundamentals and I said this is still a good company with a great business at its core. The value of the business has not dropped 60%. There's a mismatch here between what the market thinks about the company and what I think about the company. And I did buy Facebo

— Aswath Damodaran