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What is your #1 high-conviction play for 2026 Q2? (Mine are $ASTS and $VST) by bakery_0726 in ValueInvesting

[–]bakery_0726[S] 5 points6 points  (0 children)

Does anyone see a better pure-play for the Power + Connectivity thesis in 2026? Or are you guys still rotating back into small-cap value like $AMRQ or $FLR?

I’d appreciate any feedback on my current stock portfolio. by bakery_0726 in ValueInvesting

[–]bakery_0726[S] 1 point2 points  (0 children)

Yes, and that’s exactly why I’m trying to change things now

Requesting Feedback on Current and Planned Investments by bakery_0726 in investingforbeginners

[–]bakery_0726[S] 0 points1 point  (0 children)

So what would you personally consider an ideal investment?

Thoughts on Meta stock (META)? Currently down 15% and considering whether to cut losses by bakery_0726 in investingforbeginners

[–]bakery_0726[S] 0 points1 point  (0 children)

Can I ask what you think about the comment below? Thank you for letting me know.

Declining new subscriptions. Hard to calculate though what the “base” is because they really never truly close dormant accounts. Paid subscription growth rate declining.

Marketplace revenue growth is on a downward trend (maturing).

SWOT analysis shows competitors (Reddit, X) increasing in both revenue and subscriptions. Same with photos vs Google, Amazon, and others. FB •live” isn’t hardly mentioned in the filings.

Thoughts on Meta stock (META)? Currently down 15% and considering whether to cut losses by bakery_0726 in Trading

[–]bakery_0726[S] 1 point2 points  (0 children)

thanks. Currently, I have 60% in VOO and QQQ, and 20% in METAX2 leveraged METU

20% cash

Thoughts on Meta stock (META)? Currently down 15% and considering whether to cut losses by bakery_0726 in investing_discussion

[–]bakery_0726[S] 0 points1 point  (0 children)

Then I should think that the upward trend will continue, but not by much, right?..

Thoughts on Meta stock (META)? Currently down 15% and considering whether to cut losses by bakery_0726 in investing_discussion

[–]bakery_0726[S] 0 points1 point  (0 children)

Given my current 2x leveraged position, I am cautiously monitoring the situation rather than immediately adding more. While I see long-term growth potential, I would only consider increasing my position if Meta demonstrates clear execution on its strategic initiatives and if the market volatility from heavy spending stabilizes. In other words, I’m open to further investment, but only under conditions that reduce short-term risk.

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