Feed Explorer$Meta Platforms(META.US) continue to buy the dip 💪 The logic behind the previous purchase hasn't changed
Gave up the opportunity on $LENOVO GROUP(00992.HK). The narrative is an AI side story, but its recent gains even surpassed the main theme, and while it hasn't filled the gap, the trend doesn't look good either, making it hard to participate.
Directly bought some $Meta Platforms(META.US). The dark cloud of Meta's massive capital expenditure has found a narrative outlet, recovering from computing power leasing. (Meta's internet business + AI option) * at a certain discount is also not expensive currently.
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