Meta Platforms Stock (META)

For only the fourth time in the last decade, META's valuation is one standard deviation below its average P/E ratio.... I am generally in agreement with Morgan Stanley's buy recommendation on META (over the weekend): Long META S/M

I added to longs: * GOOGL $288.60 * META $588.70 * MSFT $369.33 Position: Long GOOGL (M), META (M), MSFT (M)

Here are today's things: * Bought and sold SPY/QQQ three times, all for profits. Net long the indices now. * Purchased more AMZN at $211.14, GOOGL at $290.71,0, META at $597.25, MSFT at $371.90. * Purchased more APO at ...

Here is a list of some 17 individual (quality) equities that I am currently long that I want to add to on weakness: Financials American Express AXP Morgan Stanley MS Goldman Sachs GS Citigroup C Wells Fargo WFC Bank of America BAC Private Equity Apollo APO ...

Here are today's things: * Bought SPY at $582.69 and sold at $584.76 * Bought QQQ at $650.11 and sold at $652.99 * Banks purchased: BAC at $47.47, C at $110.62 and WFC at $78.06. * Private equity purchased: APO at $106.39, BX at ...