Initiating Meta Platforms with a Buy, My New Favorite AI Name (NASDAQ:META)

I’m a retired Wall Street PM specializing in TMT; My education is a BA in Finance and Economics and an MBA from Columbia, after which I started my career directly on Wall Street. Since starting my career, I’ve spent over two decades in the market navigating the tech landscape, focusing on de-risking the dot com bubble, credit default of ’08, and more recently the AI ​​boom. In a word, I would like my service to revolve around momentum. I channel years of experience at leading institutional buy-side firms and first-hand experience in the retail, biotech and technology sectors to provide data-driven insights to capture momentum. I delve into market trends, examine company fundamentals, and assess the disruptive potential of emerging technologies and growth opportunities. My service aims to act as a tool to maneuver the market landscape so you can know when the momentum is starting and just as importantly when it will end. My investment strategy is simple. I specialize in investing in the technology sector with an emphasis on risk management. I diversify within the sector, focusing on companies with solid foundations and innovative products; while I focus on European and US stocks, I also informally cover Asian names that I think have reasonable risk-reward profiles. My equity-focused approach aims to optimize returns in the technology landscape. I have built my fortune navigating the technology landscape and am looking to expand my industry knowledge to help advance the investment journey of retail guys. I strongly believe that the exponential growth of technology has reached a disruptive peak, with consumer demand for innovation increasing. This convergence presents a prime window of investment opportunity. The retail investor is becoming more and more curious and aware of these developments and I would like to add to the knowledge in the field, helping them to guide their investments. As a contributor to Seeking Alpha, my motivation is to share my knowledge, research and investment ideas with a wider audience of like-minded individuals.