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Meta: The Only Mega Cap I'm Buying, Price Target $630
TGTTarget(TGT) Seeking Alpha·2024-07-23 13:16
Derick Hudson Investment Thesis Meta Platforms, Inc. (NASDAQ:META) is my only mega-cap stock. The next biggest stocks I own are PDD (PDD) and Arista (ANET), with market caps of $200 billion and $100 billion, respectively. As an inflection investor, I have space to go anywhere. If I chose to invest in Meta, it's because I believe in Meta's prospects being as good as GigaCloud Technology (GCT) or LifeMD (LFMD) or Sezzle (SEZL). Without being a hero, I believe that Meta is capable of growing next year in t ...