Buying More META Before Earnings

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Just added 3% to META making it 18% of the portfolio.

Just added 3% to META making it 18% of the portfolio. Tied for my largest position.

$META is very cheap heading into earnings. Expecting a beat and raise…. And CAPEX guidance being less than feared.

Could see a strong rally after earnings.

Will include an earnings review in our end of week review.

Current portfolio:

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