Market Overview - The stock market is currently experiencing volatility due to President Trump's tariffs on imports, raising concerns about corporate profits and the economy [1] - A 90-day pause on the initial tariff plan has been announced to allow for negotiations, but market volatility may continue until solutions are reached [1] Investment Opportunities - Despite market challenges, it is suggested that now is a good time to invest in high-quality companies as valuations are down [2] - Long-term holding of shares in these companies could lead to significant financial gains [2] Artificial Intelligence Sector - Companies in the artificial intelligence (AI) sector present strong buying opportunities as their stock prices have dropped recently, yet they are well-positioned for long-term growth [3] Nvidia - Nvidia is highlighted as a leading player in the AI space, known for its high-performance graphics processing units (GPUs) [4] - The company launched its new Blackwell architecture, generating $11 billion in revenue during its first quarter of commercialization due to high demand [4][6] - Nvidia's commitment to annual GPU updates and its expansion into quantum computing positions it favorably for future growth [5][6] - Currently trading at 23 times forward earnings estimates, Nvidia stock is considered a good investment opportunity [7] Meta Platforms - Meta Platforms, known for its popular social media applications, is also making significant investments in AI, aiming to integrate this technology into its core business [8] - The development of its large language model, Llama, is a key initiative, which is being created in an open-source manner to leverage external knowledge and talent [9] - Meta plans to monetize its AI investments by enhancing user engagement on its platforms, which could lead to increased advertising revenue [10] - Meta shares are currently trading at 21 times forward earnings estimates, presenting a low price point for potential long-term gains [11]

Core Viewpoint - Market volatility presents an opportunity for long-term investors to acquire undervalued growth stocks, particularly in the context of companies like Meta Platforms and The Trade Desk Group 1: Meta Platforms - Meta Platforms is experiencing strong growth driven by investments in artificial intelligence (AI), trading at a reasonable 24 times earnings [2][4] - The company has over 700 million monthly active users engaging with its Meta AI assistant, with expectations to reach 1 billion by 2025 [3] - In the previous year, Meta earned $62 billion in net income on $164 billion in revenue, reflecting a 22% growth in the top line [4] - Analysts project a 16% annualized earnings growth for Meta in the coming years, suggesting potential returns for current investors [5] Group 2: The Trade Desk - The Trade Desk is a leading digital ad-buying platform benefiting from a growing digital advertising market valued at $800 billion [6] - Despite a recent revenue miss, the company's competitive position remains strong, presenting a buying opportunity for investors [6] - The Trade Desk's revenue grew 26% to $2.4 billion in 2024, with a profit margin of 16% [8] - The connected TV ad market, projected to reach $46 billion by 2026, represents a significant growth opportunity for The Trade Desk [8] - Analysts expect revenue growth of 18% this year, with the current share price around $50 seen as a bargain [9]

Core Viewpoint - Meta Platforms' stock has seen a significant selloff recently, but the company is well-positioned to leverage opportunities in AI due to its large user base and ongoing developments in the sector [1]. Group 1 - The drastic selloff of Meta Platforms' stock occurred over the past few weeks [1]. - The company is believed to have a strong position to capitalize on AI opportunities [1]. - Meta's large user base is a key asset in its strategy to engage with AI advancements [1].

Core Viewpoint - The market has misjudged Meta, with the stock declining nearly 30% over the past month, influenced by broader tech volatility and macroeconomic factors, while the core business remains strong [1]. Company Analysis - Meta's stock has experienced a significant drop of nearly 30% in the last month, which is attributed to external market conditions rather than internal business performance [1]. - The core business of Meta has not been adversely affected despite the stock price decline, indicating potential resilience and underlying strength [1]. Analyst Background - Motti Sapir, an economist and financial analyst with over 15 years of experience, focuses on market trends and data analysis, aiming to simplify complex financial concepts for investors [1]. - The approach taken by Motti Sapir emphasizes actionable insights and clear presentation of financial data, which can help investors make informed decisions [1].

Company Overview - Meta has expanded its board of directors by adding two new members, including Dina Powell McCormick, who served in President Trump's administration [1][4] - The addition of Powell McCormick indicates Meta's alignment with Republican interests following Trump's return to the White House [4] Board Member Background - Dina Powell McCormick was a deputy national security advisor under Trump from 2017 to 2018 and has a significant political background, having also served as assistant Secretary of State under Condoleezza Rice [2][3] - Powell McCormick is currently vice chair, president, and head of global client services at BDT & MSD Partners, a firm formed in 2023 [3] - Patrick Collison, co-founder and CEO of Stripe, was also elected to the board, bringing experience in supporting businesses and entrepreneurs [5] Recent Developments - Meta's board changes follow a shift away from fact-checking and the appointment of Dana White, a friend of Trump, to the board [4] - Mark Zuckerberg, Meta's co-founder and CEO, recently visited the White House and has made significant real estate investments in Washington [6] - Both Powell McCormick and Collison will officially become directors on April 15 [6]

以下文章来源于每日怡见 ，作者每日怡见 每日怡见 . 关注 国际、财经、社会 作者：每日怡见 来源：每日怡见（ID：sxjjzj77） 其中，美股 七巨头全都暴涨，苹果涨15.33%，重回全球市值第一；微软涨10.13%，英伟达涨 18.72%，亚马逊涨11.98%，谷歌C涨9.88%，Meta涨14.76%，特斯拉涨22.69%。 一夜之间，涨了几万亿美元。其夸张程度，简直令人咋舌。 巴菲特：投资学不存在了，劳资研究了一辈子，最后就得出一句话， 想要成为股神，首先你要成 为美国总统。 昨天凌晨，美国东部时间早上，懂王神秘兮兮的发了一条推文： 这是一个最好的时间点，快买！ 结果，美股暴涨。 截至收盘，道指狂飙近3000点，标普500指数涨超9%，纳指涨超12%。 而造成这一切的原因，都是因为懂王在发完推特不久之后，就宣布将会对75个国家和地区暂停90 天征收关税，只保留他们10%的基础关税。 大家还记得前两天吗？ 白宫国家经济委员会主任凯文·哈塞特跑出来说：总统正考虑对部分国家暂停征收90天关税。 但是这条消息还没出来半个小时，白宫就跑出来辟谣， 说刚刚那条是假消息。 懂王还跑出来一再强调自己不会改变政策。 ...

Meta Platforms (META -6.74%) is the parent company of social networks including Facebook, Instagram, Messenger, and WhatsApp, which serve more than 3.3 billion people every single day. The company is coming off of a spectacular year of earnings growth in 2024, and it's scheduled to report its financial results for the first quarter of 2025 (ended March 31) on April 30.Investors can expect to learn more about Meta's growing portfolio of artificial intelligence (AI) initiatives, which are powering brand-new f ...

Core Insights - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as the second quarter approaches [1]. Group 1 - The focus is on identifying investment opportunities in stocks that are currently undervalued [1]. - The article suggests that investors should consider joining platforms that provide insights on market mispricing [1].

Core Viewpoint - Meta Platforms' stock has decreased by 11% since early October, indicating a cautious market sentiment towards the company. However, the stock is currently viewed as attractively valued due to its strong revenue growth and operating leverage [1]. Financial Performance - The company has demonstrated stellar revenue growth, which is a key driver for its valuation despite the recent stock price decline [1]. Investment Opportunity - The current valuation of Meta Platforms presents a potential investment opportunity, especially in light of its operational efficiencies and revenue performance [1].

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his lin ...