meta chart is a joke for a company that size. every time it takes a significant dip, they make some announcement that juices it for a while until the next cycle. Remember selling excess energy? Remember next big cloud business? They may do all of these things but it’s turned into a mag-7 roller coaster and Zuck knows how to get people to listen.
haven’t owned Apple in a while. Thinking of building a large position to hold for a long time. Apple owns the consumer and will jump all over this agent push. I would trust Apple agents tied to my handset rather than some app like Muse.
Pretty stark contrast between how the two operate. Meta takes big swings- Instagram, WhatsApp, Oculus, the metaverse, etc. Some home runs, some strikeouts. They also do a great job of copying what’s hot with stories (Snapchat), reels (TikTok), etc. I see it less as hyping or stock pumping than just evolving.
Apple takes much less risk, stays focused on the core business and also keeps rolling. They easily could have come out with an electric car, earlier streaming service or many other rumored side quests but they’ve stayed either disciplined or conservative.
