Meta Platforms, Inc. (META-Q)

NVDA is pricier, but higher growth prospects. 33x forward PE, 17x forward price to sales. 57% long-term growth forecast, very strong. 
META is 20x forward PE, 5.9x forward price to sales. Cheaper than NVDA, but growth rate only 24%, which is still great. Bit more of a "value" play.

Both screen well, but NVDA is a touch better.

Room to run. Epic turnaround. Earnings estimates continue to move higher. Move in stock price completely justified by fundamentals. Goes through bad news cycles when stock gets extremely cheap. Not a bad idea to take profits and diversify into other names.

CEO turned the situation around from last year. Successfully taking on the competition. Metaverse could be a huge future opportunity, both risk and reward. He's reduced its weight in his portfolio, but sticking with it.

Layoffs tightened efficiencies. Debates will continue on privacy headwinds. He hasn't trimmed. Still likes it. Price target of $276.50, one of the more conservative targets out there.

On fire since late last year. Broken above the 200-day MA, which is rounding upwards. Only 18x forward earnings, price to sales is pretty cheap. Willing to pull back spending on the metaverse, which has helped the stock. Technically, looks positive, though he's uncertain if the trendline can continue.

Avoid. Prefers GOOG, as it has better access to online advertising, lots of hidden value, very undervalued. With META, some privacy features may impact ability to attract advertisers. Less durable than GOOG.