Meta to Surpass Google in Global Advertising Revenue This Year #metastock #investing #stockmarket
Meta will surpass Google in global advertising revenue this year
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredMeta Platforms 6 →NVIDIA 5 →Netflix 4 →
Meta will surpass Google in global advertising revenue this year
Netflix hit a 52-week low but I won't be selling my shares and plan to keep holding
Nvidia is positioned for its next major rally.
Apple's new iOS 27 AI photo editing tools mean Adobe should be seriously worried — 'Apple Just Killed Adobe'.
A US cultural 'vibe shift' and momentum makes him incredibly bullish on the US stock market.
Apple's new Gemini-powered Siri in iOS 27 could lift Apple stock
Google stock will double in value as part of a collective $25T market cap for Nvidia, Google, and Amazon by 2030
Amazon stock will double in value as part of a collective $25T market cap for Nvidia, Google, and Amazon by 2030
Bullish on Tesla, citing an 18% stock run, FSD unlocked in Europe, and Cybercab rollout; not selling due to crash fears.
Creator is concerned about Meta's future due to stacking red flags — failed products, layoffs, toxic culture, and failing the 'Snap Test'
Anthropic will surpass Microsoft in enterprise software revenue and possibly replace Windows in a few years
Continues holding Qualcomm as a core high-conviction position.
Bullish on Prologis' 'anti-fragile' moat and its entry into AI/data centers with Nvidia.
Buying Meta's recent 15% dip as a high-conviction holding.
Bullish on Nvidia, described via the 'hockey stick chart' as a continuing holding through the AI boom.
Sell Apple — creator predicts Apple stock goes down after Q1 2026 earnings
Treats the 10% post-earnings drop as a buying opportunity; Ted Sarandos means Netflix wins for the next decade.
Amazon becoming the No. 2 grocer in the U.S. is hugely bullish for Amazon stock.
Nvidia, the current 'AI King', is about to be dethroned by Google as the most valuable company
Creator is doubling down on Google and believes Google will overtake Nvidia as the most valuable company
Tesla wins from the 2026 oil shock — positioned for explosive growth via utility-scale Megapack battery storage
Right now is historically the best time to buy stocks — after VIX above 30 periods end, stocks are higher at 3, 6 and 12 months
Meta consistently bounces back stronger after drawdowns; plans to buy this 8% drop
Apple is positioned for significant growth over the next 1-2 years, driven by the MacBook Neo ecosystem entry point and a Christmas catalyst.
NVIDIA's stock price is set to soar on sovereign AI demand ($30B of chips purchased by nations in FY2026); creator is buying the dip.
Wall Street is mispricing Meta; its Marketplace/commerce empire and GEM AI ad engine will let Meta double its revenue, supported by Bill Ackman's $2B stake.
Bullish on DoorDash after a $100M insider buy; holding the stock for the long haul as it builds local retail logistics infrastructure.
Netflix is cheap and undervalued; management's all-cash offer signals they believe the stock will be double its current price in two years.
Waymo is the 'Blackberry' of the self-driving industry and is doomed as Nvidia's Alpamayo platform arms legacy automakers.
Nvidia's Alpamayo 'Android' open platform strategy captures ~70% market share of the self-driving industry.
$2 trillion bull case for Tesla in 2026 driven by FSD licensing deals.
Google's lead over Microsoft will explode in 2026, including Siri being powered by Google.
Bearish thesis on Archer Aviation; would not own it in 2026.
Bearish thesis on PayPal; would not own it in 2026.
Bearish thesis on Uber; would not own it in 2026.
Avoiding MSFT — losing the tech talent war is a massive red flag Wall Street is ignoring.
DoorDash is a hidden gem with massive upside, held for the next decade on its secret 'Netflix strategy'.
Paramount is the 'drowning swimmer' with a weak balance sheet compared to Netflix.
Netflix is one of two long-term winners the creator poured liquidated capital into.
Tesla is the creator's #1 stock position, driven by Optimus.
Apple is 'done' — a structural ceiling caps its growth forever.
Meta's 20% dip is a buying opportunity; long-term upside in AI, AR glasses and social is massively underestimated — creator bought more.