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FAANG Stock RALLY!!! 🚀

Meta's stock is rallying as the company releases its first large language model, MetaMuse Spark, after significant investment. While the model is receiving good reviews and the app saw increased downloads, the company's ability to monetize this investment through its traditional ad business will be key, especially with increased compute costs. The stock is also navigating lawsuits related to its platforms.

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Tickers discussed in this post

TSLANeutralMedium ConvictionSignal-backedPrimary

Tesla's stock pulled back, but potential for cheaper EVs and the Terraab project offer long-term upside.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft benefits from cloud and AI, but is seen as slower to keep pace with competitors.

GOOGBullishMedium ConvictionSignal-backedSecondary

Google (Alphabet) had a solid week with strong performance, benefiting from surging demand for AI models from companies like Anthropic.

INTCBullishHigh ConvictionSignal-backedPrimary

Intel is a strong performer with significant year-to-date and past-year gains, driven by rumors of expansion into AI chip packaging services.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned as a competitor being boxed out by Nvidia's supply chain strategy.

AMDNeutralLow ConvictionResearch Only

AMD is mentioned as a competitor being boxed out by Nvidia's supply chain strategy.

NFLXBullishMedium ConvictionSignal-backedSecondary

Netflix is leading the charge for other stocks, having crossed a critical technical and psychological level.

AMZNBullishMedium ConvictionSignal-backedPrimary

Amazon saw a strong 13% rally on little news, with positive technicals and a move to reduce USPS reliance.

AAPLNeutralMedium ConvictionSignal-backedSecondary

Apple's foldable iPhone is likely coming soon, but lead times for Mac Minis and Studios are extended.

NVDANeutralLow ConvictionSignal-backedSecondary

Nvidia is mentioned as a critical partner for Coreweave, which is training AI models on their new architecture.

METABullishMedium ConvictionSignal-backedPrimary

Meta's stock is a buy as its new AI model and app performance show promise, despite monetization challenges.

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Tracked calls opened from this post

INTC
buy opened Apr 10, 2026
+73.02%