Underhill Project retweeted
you gotta pair it with ethereum:0x72e4f9f808c49a2a61de9c5896298920dc4eeea9
What do you think happens when #HarryPotterObamaSonic10Inu ethereum:0x72e4f9f808c49a2a61de9c5896298920dc4eeea9 goes back to 5 cents?
Suddenly everyone will notice that the coin who lived, did in fact live… and all time high will be imminent.
“The coin who lived” posting will run rampant like wildfire.
Underhill Project retweeted
I’m judging y’all so hard for not shilling ethereum:0x72e4f9f808c49a2a61de9c5896298920dc4eeea9 at $17M
I see people shilling other memes and it BLOWS MY MIND
We are FAR better than ALL of them!
We were just $8M a couple weeks ago, yet no one cares about our strength
Our return to ATH represents a 20x+, compared to a 2-4x for other major memes
I’m sorry, but if you aren’t telling your followers how obvious of a bid we are, you’re committing a heinous crime 🔴🔵🟡
Underhill Project retweeted
Meta lags during investment cycle and outperforms once ROIC recovers. The capex increasing 80% YoY is unsustainable and will eventually flatten most likely starting 2027. Their AI buildout will gradually come online boosting revenue and margins. Future capex becomes bullish, and fcf is maintained due to revenue and margins.
Basically, $META is an $800 stock trading at 580, with a realistic path to 1000 in the not so distant future.
$META ... the weird kid in the AI race.
Everyone sees a company that made ~$201B last year mostly from ads.
What they don't see is Meta quietly building a second business around AI-powered business services.
WhatsApp now has more than 3 billion monthly users. That's larger than the population of every country on earth except India, China and Texas.
And yet WhatsApp is barely monetized.
WhatsApp paid business messaging surpassed a $2 billion annual revenue run rate by the end of 2025. Sounds impressive until you realize that's only about 1% of Meta's total revenue.
That's the opportunity. The gap that will be filled.
Businesses already use WhatsApp to handle customer support, appointment reminders, marketing messages, and sales conversations. Now Meta is layering AI agents on top.
1 million businesses now, 1 gazillion businesses 10 years from now.
Robots may replace the workers you see, Meta replaces the workers you don't.
Customer support, book appointments, recommend products, and handle thousands of conversations at once.
The real bull case for Meta isn't "better ads."
It's turning WhatsApp into the operating system for small businesses around the world.
Ads are still the money printer.
AI business services are the next leg that are not priced in.
That's one aspect. Not to include that fact that the ad business becomes more refined with ai. Not to include the mass adoption of reality labs products.
🤖 Made with AI
$AMPG down sharply after earnings :/
Silver linings :
Margin increase from 7.8% Q2 2025 to 27.9%
51% revenue growth QoQ shows demand is accelerating
Cash cushion of $13M
Net losses increase probably due to sg&a and r&d hopefully signaling growth for next quarters.
$DGXX Michel what is this AI profile pic 😭 that’s why the share price dropped so much, bring back the leather jacket and we go straight back to $9
