Why I'm Loading Up On META Amid The CapEx Overreaction

Core Insights - The article emphasizes the importance of understanding market dynamics beyond traditional metrics like P/E ratios, focusing on demand and supply as the core of market behavior [1] - It highlights the significance of predicting human behavior in investment decisions, suggesting that market sentiment and momentum play crucial roles [1] - The author expresses a bullish outlook on specific companies and sectors, including AMD, PLTR, TSLA, broad US equities, and Bitcoin [1] Investment Philosophy - The investment strategy is split between low-cost funds and individual stocks, with a long-term holding perspective of at least 10 years [1] - The approach requires a blend of ingenuity, curiosity, and a willingness to go against prevailing market trends [1] - The author advocates for a deeper understanding of sectors, industries, and long-term growth trends rather than relying solely on numerical evaluations [1]