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by dkrich 500 days ago
This blog has taken an odd turn. It seems like he is invested in meta stock given the timing of this post and its focus on the stock market reaction to deepseek. That’s fine and I find no fault with it except that it’s hard to read the past few posts and not filter it through someone very bullish on meta no matter how the facts change.
1 comments
scarface_74 500 days ago
He says he has no investments in individual stocks. He’s been long term bullish on Meta’s financial performance for years.

Do you disagree with his analysis?

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dkrich 500 days ago
I don’t necessarily disagree, I think he has very thorough and detailed analyses of many topics and I’ve learned a ton reading his blog over the years.

Nevertheless he’s human and every human no matter how hard they try is prone to certain biases at various times.

So he’s not invested monetarily in meta stock. But he’s clearly spent time with the higher ups at meta and settled on a particularly bullish narrative as it pertains to their future. That in and of itself makes him vested in meta being the winner because he predicted it and wants to be proven right.

The reason I bring this up is as someone who has read this blog very consistently for a long time now this is the first time I’ve sensed a shift in the tone. And this post seemed to be fired off quickly about an hour before the market opened and it seemed like he was palpably nervous about tHe situation and trying to calm people’s nerves. That in and of itself feels like it’s squarely in the bullish camp and hoping for a particular outcome.

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scarface_74 500 days ago
He talks about it on his SharpTech podcast that he has access to every major tech CEO except for Apple. He’s had interviews with the CEOs of Meta, Microsoft, Netflix, Nvidia and an SVP of Google.

He’s been bullish on all of the BigTech companies except Google and he’s had to admit that he was wrong.

He has been bullish about Meta every time that their stock has dropped and even after everyone thought they were doomed after Apple introduced Ad tracking transparency and when big companies started leaving - two separate times

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