
Below is Dolphin Research's compilation of $Meta Platforms(META.US) FY25Q4 earnings call Trans. For our First Take on the print, see 'Meta: Pouring in hundreds of billions? Hypergrowth is what matters...
......$Trump Media & Tech(DJT.US)$Trump Media & Tech(DJT.US) — holding through volatility.
Sentiment-driven name with strong optionality. Any positive news or momentum shift could push price higher from thes...
We have been ‘trained’ to believe news move markets. Well the truth is they don’t. Many high level studies have confirmed this. AI spend at Meta was cheered whereas Microsoft was seen as spending too ...
Most optimistic about Meta, the last mile of social media combined with AI applications,
1. The most surprising earnings report is from the tech sector, especially Meta...
2. Will adjust the portfolio, in the end, the biggest beneficiary is still software.
3. Bullish on non-ferrous metals, ...




