BRK.B
Nasdaq Beater
$Meta Platforms(META.US)
I've been holding Meta stock for two years and just completely exited right before Little Gu entered the market.
One last time, I won't comment on it anymore in the future.
Meta didn't drop to 550 because it was wrongly sold off; it was completely rotten before institutions abandoned it.
Every single day in 2026, there was negative news about Meta. Go search for it yourself.
Meta's employee retention rate is the worst; firing people is like a battle royale game.
Meta's experts left on their own. A hundred billion can be spent on just one data labeling project.
The 'mountain king' Meta brought in produces nothing.
Meta flaunts its compensation packages; it has the most 'sisters' showing off their wealth.
Meta's main business isn't run properly; it can be sued for being addictive.
In 2026, Meta took the $400 million that should have been used for stock buybacks every day and burned it on AI. That's $400 million every day.
Meta's large model can be delayed at will. Others release a new generation every three months, but Meta announces a three-month delay for each generation, and then delays again when the deadline comes.
Meta's investments can have zero direct returns; they're consumption disguised as investment. Others can make money just by reselling second-hand graphics cards and memory.
Meta's last metaverse project cost $70 billion over 5 years. This time it's $130 billion in 1 year—a tenfold metaverse.
You'd better watch out.
Stock Live Account P169: Continue to deposit funds and stubbornly focus on US stocks.
Deposited another 6000+ HKD, really can't come up with any more money, feeling the pinch. At this moment, I'm lamenting how a hero can be short of breath and a lover can be long on affection. It's not that I'm not being bold now, it's not that I'm being humble, it's that I have no money in hand, I really can't afford to be bold. I was originally planning to come clean to my family a long time ago, but I feel they can't bear this pressure. As an ordinary person with little room for error, I can't be like Wang Sicong, who can calmly lose billions and still be fine. If I lose once, it's over. I can only reduce my operations, reduce my judgments, look at the macro picture and the overall trend, and then do things with high certainty. For example, I bottom-fished Pop Mart's warrants yesterday...
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