BUYING ON THE DIP: Financial expert talks big tech stocks

Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

1. 01 META NASDAQ COMPRAR +21,27%
   Entrada $539,03 30 jul 2026

   Atual $653,69 09 set 2026

   Resultado +$114,66

   vs. índice +18,5% SPY +2,8% no mesmo período

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   Contexto da transcrição original

   …N IN SHOW BUSINESS. LET'S GET TO THE MARKETS.. WE'VE GOT A RALLY GOING WHICH IS HANDY. ADAM JOHNSON JOINING ME NOW. MATTER IS FALLING AFTER REPORTING A 90 ONE% DROP IN FREE CASH FLOW. I KNOW YOU OWN META. ARE YOU BUYING ON THE DIP? ADAM:YOU HAVE TO. IT IS TRADING AT 15 TIMES EARNINGS. MATTER IS AT 15. 3 QUARTERS OF THE VALUE OF THE S&P, STILL GROWING 35%. METATA-COULD COMPLETELY CHANGE THE CASH FLOW SITUATION, SPENDING LESS ON AI. ASHLEY: GET OUT OF THE META-VERSE. GRIFF:A COUPLE…

   YOU HAVE TO.

   Ir

   Contexto extraído por IA “I know you own Meta. Are you buying on the dip? Adam: You have to.”

2. 02 META NASDAQ COMPRAR +21,27%
   Entrada $539,03 30 jul 2026

   Atual $653,69 09 set 2026

   Resultado +$114,66

   vs. índice +18,5% SPY +2,8% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …15. 3 QUARTERS OF THE VALUE OF THE S&P, STILL GROWING 35%. METATA-COULD COMPLETELY CHANGE THE CASH FLOW SITUATION, SPENDING LESS ON AI. ASHLEY: GET OUT OF THE META-VERSE. GRIFF:A COUPLE CLIENTS THAT ARE YOU OUT OF YOUR MIND? I SAID NO. YOU NEED TO BUY IT DOWN HERE AT 85. LITERALLY AT THIS POINT ZUCKERBERG SAID I'M GOING TO STOP SENDING ON THE META VERSE. BY DEFINITION EARNINGS DOUBLE BECAUSE ALL THE MONEY BEING SPENT WENT INTO EARNINGS AND STOCK WAS TRADING CHEAPER. I THINK I MAY SEE SOMETHING SIMILA…

   YOU NEED TO BUY IT DOWN HERE AT 85.

   Ir

   Contexto extraído por IA “Griff: A couple clients that are you out of your mind? I said no. You need to buy it down here at 85.”

3. 03 MSFT NASDAQ COMPRAR +8,99%
   Entrada $451,10 30 jul 2026

   Atual $491,65 09 set 2026

   Resultado +$40,55

   vs. índice +6,2% SPY +2,8% no mesmo período

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   Contexto da transcrição original

   …NGS AND STOCK WAS TRADING CHEAPER. I THINK I MAY SEE SOMETHING SIMILAR THIS TIME. ASHLEY: MICROSOFT, GREAT EARNINGS, RECORD CLOUD GROWTH WHICH ARE YOU A BUYER 13% OR 14%? ADAM:I'VE GOT SEVERAL STOCKS UP 20% TODAY BUT THEY FELL 50% AND I BOUGHT MICROSOFT YESTERDAY AS WELL. CAN'T TAKE CREDIT FOR BEING LUCKY. I JUST BOUGHT IT. CAN'T TAKE CREDIT FOR BEING SMART, ONLY LUCKY. HERE IS THE THING ABOUT MICROSOFT. THE AZURE CLOUD BUSINESS IS WHAT EVERYBODY LOOKS AT. THAT'S THE ONE METRIC. IT IS GROWING AT 43%. TW…

   I BOUGHT MICROSOFT YESTERDAY AS WELL.

   Ir

   Contexto extraído por IA “I’ve got several stocks up 20% today but they fell 50% and I bought Microsoft yesterday as well.”

4. 04 MSFT NASDAQ COMPRAR +8,99%
   Entrada $451,10 30 jul 2026

   Atual $491,65 09 set 2026

   Resultado +$40,55

   vs. índice +6,2% SPY +2,8% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …HIS TIME. ASHLEY: MICROSOFT, GREAT EARNINGS, RECORD CLOUD GROWTH WHICH ARE YOU A BUYER 13% OR 14%? ADAM:I'VE GOT SEVERAL STOCKS UP 20% TODAY BUT THEY FELL 50% AND I BOUGHT MICROSOFT YESTERDAY AS WELL. CAN'T TAKE CREDIT FOR BEING LUCKY. I JUST BOUGHT IT. CAN'T TAKE CREDIT FOR BEING SMART, ONLY LUCKY. HERE IS THE THING ABOUT MICROSOFT. THE AZURE CLOUD BUSINESS IS WHAT EVERYBODY LOOKS AT. THAT'S THE ONE METRIC. IT IS GROWING AT 43%. TWO QUARTERS AGO IT WENT TO 39. THEY ARE ONLY DOING 39%.…

   I JUST BOUGHT IT.

   Ir

   Contexto extraído por IA “Can’t take credit for being lucky. I just bought it.”