Insights
ShayGoldman Sachs now sees $NBIS producing ~$30B of annual EBITDA by 2030 on ~$36B of revenue. That outlook is backed by ex
Carlo: bullish · HOLD over months · Shay: Goldman Sachs now sees $NBIS producing ~$3
The author reiterates their bullish stance on META, noting that the earnings gap filled without breaking market structure.
Jul 29 21:24thesisbullishThe trader highlights that META is testing a key smart money zone after hours and emphasizes the importance of holding the $480 level over the coming weeks to maintain the bullish
Jul 29 20:27thesisbullishThe author notes that META dropped 7% after hours back into the smart money zone, but reiterates that the overall structure remains bullish despite the drop.
Jul 29 19:02entry longbullishThe trader announces a new long position in META with a long-term bullish outlook heading into earnings. They highlight a discount range and macroeconomic structure, setting an 820