Mike Moves
1.9K posts

Mike Moves
@MikeMoves_CCP
▫️Founder | SilverSpoon Ai ▫️ Investor | Carr Capital Partners ▫️ΑΦΑ ΔN ▫️Former Mainframe Systems Engineer at @Broadcom, @Fidelity, @McMasterCarr, and more
North Carolina เข้าร่วม Ağustos 2021
5.1K กำลังติดตาม852 ผู้ติดตาม
Mike Moves รีทวีตแล้ว

I see a lot of chatter about Hock Tan’s minor mix up on the call. Hock Tan is literally the best CEO that I have ever worked for. Broadcom is a well ran company that dominate in a lot of verticals beyond the AI headlines. He is NOT a leader to bet against. I don’t work at #AVGO anymore but I’m still very bullish on the company long term.
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@gurgavin No Hock Tan slander will be tolerated. He is the best CEO I have ever worked for.
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Mike Moves รีทวีตแล้ว

$META is starting to sell businesses access to Meta Business Agent, its AI customer-service agent for WhatsApp, Messenger, and Instagram, per Bloomberg.
Larger businesses will pay based on token usage, while smaller businesses will access it through Meta’s business subscription offerings.
Meta previously offered AI agents for customer interactions, but this is the first time it is charging businesses for the product.
The agent is mainly for customer chats now, with future plans for tasks like market research, product insights, and calendar management.

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Mike Moves รีทวีตแล้ว
Mike Moves รีทวีตแล้ว

I really don't get the investment case with $META. What is all their AI spend for, exactly? At Alphabet it's for Gemini, Google Cloud; at Amazon to serve customers at AWS? What is Meta doing?
Oguz Erkan@oguzerkan
$META now is $GOOG in 2024. $GOOG was sold down to 18x fwd earnings in 2024. It’s doubled since then. $META has also been sold down to 18x fwd earnings because the market doesn’t think it’ll be able to generate ROI on its AI capex. I think it’ll play out similarly to $GOOG.
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Mike Moves รีทวีตแล้ว

$TE agreed to acquire KORE Power for ~$32M, giving T1 Energy an entry point into battery storage and AI data center infrastructure.
The deal centers on KORE’s NRI division, which designs and operates utility-scale battery energy storage systems and has deployed ~1,100 projects globally.
T1 expects the acquisition to be EBITDA-positive in 2026 and contribute $15M-$20M of EBITDA in 2027.

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@marcuslemonis Chicago, Illinois (908 W North Ave in the Lincoln Park neighborhood)
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@semager Check screenshot. It’s how Robinhood refers to it outside of market hours.
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Mike Moves รีทวีตแล้ว
Mike Moves รีทวีตแล้ว

$META is a great risk/reward play at these levels. Every day I realize I don’t own enough of it.
Less than a year ago investors were panicking over a one-time tax charge and rising AI spend. Today the market is realizing those investments are strengthening an already dominant business.
$META is a sleeping giant, but as soon as a strong catalyst arrives, Meta will RUN!! The best opportunities await in the shadows while Wall Street is distracted by other names.
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