Bag Holder IQ

Wow $META has grown so much today it’s now my largest holding I really feel this is on path to $800

I wouldn’t interpret today’s strength as proof that $ETH is guaranteed to go higher. But the market’s inability to break it down decisively after this weeks events is promising . For me, the key levels now are approximately $2,400 support and $2,550–$2,600 resistance. A convincing move through the latter would materially change the near term picture; losing $2,400 would make the setup more fragile.

Fed hikes rates. Crypto bill gets rejected. Bitcoin and $ETH don’t collapse. So bullish So I added another 5 ETH. Now I’m at 5 $ETH with a $1,968 average. 10 ETH is already staked. I’m keeping the other 5 ETH liquid.Not trying to time the bottom. Just building the position while the long-term Ethereum thesis still makes sense. Are you adding now?

$SNAP at $5.50 makes the $100 question interesting. $100 would mean 18x from here and a $ 168B market cap. Sounds crazy? But Snap has 971M monthly users, 493M daily users, growing revenue and improving cash flow. If monetization catches up with even a fraction of $META, and Snap becomes an AI + commerce platform rather than just an ad business. $100 isn’t impossible but It’s just going to require MUCH better execution.

My $META buy zones 🟢 Buy zone <$ 600 Buy confidently 🟡 Fair value $600–700 Hold / small adds 🔴 Too expensive > $725 Stop buying ⭐ Exceptional <$550 Aggressive add Do you agree?

My 1 $ETH quietly powering the tokenization of everything https://t.co/4lBYn1JxW9

$META is now generating roughly $2.9M in annual revenue per employee. Think about that for a second. $228B in annual revenue from 80,000 employees. And revenue is still growing at a ridiculous pace. Now add AI. • AI improving ad targeting • AI increasing engagement • AI automating parts of the business • AI helping employees become more productive • Meta building its own AI ecosystem • WhatsApp and Threads still have huge monetization potential • Reality Labs could eventually become another platform Meta doesn’t need to double its workforce to double its revenue.If AI keeps pushing productivity higher, the operating leverage could be enormous. Everyone is watching how much Meta is spending on AI but I’m watching what that AI spending allows each employee to produce. $META might be one of the most efficient AI companies in the world.

I’m bullish on $ETH right now, but I wouldn’t expect a straight line up. ETH is around $2,460 now, after recovering sharply from the $1,500 area in June. Institutional demand has improved, and staking Ethereum ETFs are giving institutions a more attractive way to own ETH. My rough roadmap over next few months Base case: $2,800–$3,500 Bull case: $4,000–$5,000+ Bear case: $1,800–$2,100 12–18 months My base case: $4,000–$5,500 Strong bull market: $6,000–$8,000+ Really euphoric scenario: $10,000 isn’t impossible, but I wouldn’t build an investment plan around it

Can $ETH hold above $2500? If so $3k seems possible in September

Based on Wall Street's consensus cash-flow-per-share estimates for the forward year, here's how the Magnificent Seven rank from most (i.e., cheapest) to least attractive: 1 $Meta : 9 times estimated forward-year cash flow 2 $AMZN 11.2 3 $MSFT : 15.1 4 $GOOG : 15.9 5 $NVDA 16 6 $AAPL : 28.2 7 $TSLA 76 3.6 Billion people use a Meta Platforms $META owned product every day There is currently estimated to be around 8.3 Billion people on Earth Why are you not buying?