$Meta Platforms, Inc.(FB)$$Apple(AAPL)$$Peloton Interactive, Inc.(PTON)$$Teladoc Health Inc.(TDOC)$ $Snowflake(SNOW)$ It can’t be an earnings blowout because of the supply chain. I’m thinking oculus sales will help offset iOS issues with apple. The other issue is the stock is down on politics which never seems to change but if there is an earnings miss there will not be a crushed stock price. Facebook will be a safe haven value stock for a lot of heavyweight investors. They drool over our balance sheet and low pe. But with the covid maybe more eyeballs with more time looking at Facebook. I am more sold on this long term then anything out there. What am I gonna but peloton or teledoc or snowflake. No way. Long and strong
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