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Broker call● Neutral for Indian equities
Meta's 'powerful breakout' sets up a unique trading strategy, says Mike Khouw
The brief
- Mike Khouw said Meta’s hardware funnel and options premiums set up a potential breakout into 2027
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years