Meta的增长依然强劲，但近期成本扩张值得关注，以判断这是趋势还是暂时现象。
逐段跳播
例如，Meta股票、Netflix、ServiceNow、Salesforce都接近其200日移动平均线。
Meta Stock for example, Netflix, Service Now, Salesforce are close to their 200 day moving average.
实际上，在我们的课程会员直播中，有人问过我这个问题。有人说：“Kevin，你喜欢Meta，你喜欢Netflix？我甚至喜欢Google的广告业务，尽管我没有持有Google，对吧？”然后问：“Kevin，那Tradeesk呢？”
I actually was asked exactly that in our uh course member live stream. Somebody's like, "Kevin, you like Meta, you like Netflix? I even like the advertising part of Google even though I'm not exposed to Google, right?" like Kevin, what about Tradeesk?
现在，Meta仍在疯狂增长。不过，公平地说，他们上个季度的成本比前几个季度扩张得更多。所以，这会让你想知道，这是一个趋势吗？还是一次性的？你知道，所以这些不同公司在基本面上有一些值得关注的地方，但Tradeesk的数字很糟糕。
Now, uh Meta is still growing like crazy. Now, their costs in fairness in the last quarter have expanded uh more than they have in prior quarters. And so, it makes you wonder like is that a trend? Is it one time? You know, so there are things to pay attention to fundamentally at these various different companies, but the tradeus numbers are bad.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 9 条判断，这里只列相邻的几条。