Full port into GOOG calls while it cools off before the next rip. Waymo is gonna take Ubers lunch once they expand.
Everyone not in sf/la/Austin doesn’t understand how much better Waymo is compared to uber rides.
I am in the same boat as you are with entry $676, though not as much committed to it in total.
I am hoping it will recover in a week or two. Otherwise, I am a META bag holder. :D
I have been through the wringer with SMCI earlier this year and learned my lesson to just hold it another week. So, no panic-selling this time. Good luck OP!
They are one of the only companies heavily pushing r&d at this point, they miss quite a bit but most of the tech companies have gutted their physical r&d departments. Meta will be ahead of the crowd in miniaturized compute products sooner or later because of the constant r&d in wearables. The only company at this size I can think of that fully explores the product stack in this way is apple.