Meta (META), The Trade Desk (TTD), and CoreWeave (CWVR) have been moving sharply while the broader tech sector digests volatility — but is this rotation real, or are investors chasing short-term swings?

We analyze the recent performance of momentum of Meta, CoreWeave (crwv stock), and The Trade Desk (ttd stock), addressing whether they still present compelling opportunities or increasing risks. This market analysis dives into financial snapshots and debt-to-equity ratios, crucial for understanding these ai stocks. We explore if these AI growth stocks are still worth owning or if the risk-reward is shifting.

In this episode of Facts Not Forecast, we break down:

🔹 Recent price trends in META, TTD, and CoreWeave

🔹 What’s driving—or slowing—the fundamentals

🔹 Ad revenue cycles, AI demand, cloud compute growth

🔹 How to think about entry zones, allocation, and risk

🔹 Whether these stocks are still opportunities or potential traps

We answer the core portfolio question:

Are these momentum names still good buys? Or do they carry structural risk that warrants caution?

00:00 Tech Alpha Triad

01:45 Game of Chickens

04:10 Meta's High Octane

05:50 TTD Valuation Compression

07:25 CRWV Rocket

08:36 Investor Filter

11:12 Investment Strategy

13:40 Final Takeaway

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#META #TTD #CoreWeave #AIStocks #TechStocks #MomentumStocks #Investing #StockMarket #LongTermInvesting #PortfolioStrategy #FactsNotForecast

YouTube Channel:youtube.com/@FactsNotForecast

In the AI gold rush, while many focused on NVIDIA and AMD, Micron Technology has been quietly powering the most advanced AI servers with its HBM3E memory. This makes mu stock a compelling opportunity, as its fundamentals have strengthened underneath. We believe Micron is one of the most misunderstood and potentially mispriced underrated stocks in the semiconductors sector.

Since our October 27th Micron episode, Micron stock has continued climbing while its fundamentals strengthened, driven by accelerating demand for high-bandwidth memory inside Nvidia H200 and AMD MI300 AI servers.

In this episode of Facts Not Forecast, we break down:

• How Micron stock has moved since our last Micron video

• Why Micron’s HBM3E memory is now one of the tightest bottlenecks in AI infrastructure

• Micron revenue, EPS growth trajectory, and margin recovery

• Micron free cash flow, debt profile, and balance-sheet strength

• Whether Micron still offers upside — or if investors should begin managing profits

• How Micron fits into a long-term AI portfolio allocationMicron is no longer behaving like a purely cyclical memory stock — it is becoming part of the structural backbone of the AI economy.

📊 We analyze Micron valuation, earnings momentum, and portfolio risk-reward to answer the real investor question:Is Micron still early — or already expensive?

00:00 Intro

00:44 AI Boom

01:35 MU Stock Performance

02:59 Strategic Shift to HBM

05:05 Micron Revenue & Earnings

08:50 Balance Sheet

11:13 Analysts Forecast

12:10 Risks & Rewards

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#Micron #MUStock #AIStocks #SemiconductorStocks #HBM3E #AIInfrastructure #Nvidia #AMD #AIHardware #LongTermInvesting #FactsNotForecast #StockMarketInsights

YouTube Channel:youtube.com/@FactsNotForecast

Silver is no longer just a precious metal — it is quietly becoming financial infrastructure.

This episode discusses the reclassification of silver from a simple commodity to a strategic industrial material, highlighting its critical role in advancements like safer, faster charging, and higher density batteries. We explore the "demand collision" driven by electric vehicles and AI, analyzing the "arithmetic of scarcity" leading to a structural silver supply deficit. This makes silver a compelling investment opportunity within the precious metals market.

In this episode of Facts Not Forecast, we break down:

• Why silver demand is structurally repricing

• How Samsung’s new silver battery technology is reshaping energy storage

• Why Toyota, Hyundai, BMW, Volkswagen, and Honda are aggressively positioning around solid-state batteries

• How battery giants like Samsung SDI, LG Energy Solution, Panasonic, and CATL are building the next profit layer

• The hidden silver refiners, processors, and rare-metal suppliers where real multibagger potential forms

• Where long-term investors should look as lithium enters its replacement phaseThis is not a prediction.

This is how financial infrastructure resets are formed.

00:00 Silver's Reclassification

01:00 Silver Supply Chain

02:44 Collision of Demand

04:30 SSB Advantages

06:38 Samsung SDI

08:36 Strategic Partnership

09:54 The Multi-bagger Supply Chain

10:48 Follow the Capital

11:52 Investment Framework

Companies & themes discussed:Samsung SDI, Toyota, Hyundai, BMW, Panasonic, LG Energy Solution, CATL, FRESNILLO, PAN American Silver, AMES Goldsmith, SOLID Power, Metso, StoneX, solid state batteries, silver demand, EV battery stocks, next generation batteries, energy storage stocks, rare earth stocks, multibagger stocks, infrastructure metals.

🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.

👇 Share your thoughts in the comments — which stock do you want us to cover next?

#SilverStocks #SolidStateBatteries #BatteryStocks #EVStocks #EnergyInfrastructure #FutureEnergy #MultibaggerStocks #RareEarthStocks #StockMarketPodcast #Investing #FinancialInfrastructure #NextGenBatteries

YouTube Channel:youtube.com/@FactsNotForecast🎙️ Spotify:https://open.spotify.com/show/6ylVZ9rLNn7RE43fGuCMgr