
Posted November 08, 2025
By Davis Wilson
META down 20%... PLTR up 160%... Now What?
Here are answers to this week’s pressing questions.
Meta recently sank after earnings upon announcing that they plan to increase their spending on AI by a significant amount. Do you see this dip as a good entry price? Or would you want it to dip further before getting in on the growth? – Sam
Great question, Sam. Yes! I see this dip as a buying opportunity.
Meta’s earnings were stellar, but everyone got spooked by the AI spending headlines. The company beat across the board, guidance ticked higher, and yet the stock is down 20%.
That’s classic overreaction.
Zuckerberg has a track record of making big bets that pay off – mobile, Reels, and now AI. So yes, I see this reaction as a buying opportunity.
Earnings are strong. Growth is intact. Don’t bet against Zuck.
Having read your assessment of Palantir (PLTR), I’m left wondering if we should keep the shares we might already own? In my case currently up 160% – Steve
Steve, I’ll be honest… I’ve consistently been wrong on Palantir as an investment.
I even told readers not to buy at $30 because of valuation concerns. It’s now $170.
Is it finally time to start following my PLTR advice? Probably not. But I’ll give it to you anyway.
Why sell now? You’re up 160% and the market is just in a mid-cycle pullback.
Is AI hype over? Is the excitement around Palantir gone? My answer to both is no.
PLTR seems temporarily out of favor. But give it a few days. Things could shift quickly.
Where can I get a course in Crypto Currency 101? – Sid
Sid, if you’re looking to get started in crypto, a great place to begin is with James Altucher’s Crypto Investing 101 Guide, which we just un-paywalled for you and others.
It’s a clear, no-nonsense introduction to the world of digital currencies.
I hope this helps!
How do I best position myself with gold? – Henry
Thanks for the question, Henry. I recommend investors allocate about 5% of their portfolio to gold.
You can do this through gold ETFs like GLD, which closely track gold’s price and are easy to buy and sell.
Or you can buy gold miners like NEM, GOLD, or AEM, which often outperform when gold prices rise but can be more volatile since you’re investing in companies instead of the metal.
ETFs offer steady exposure, while miners give you more upside if gold takes off.
I was wondering what you think of the small modular reactor space now that many of the leading stocks have pulled back. What do you think of the 1-5 year outlook? I have been watching OKLO and am attracted to its multiple potential revenue streams in the nuclear space. – Tom
Thanks, Tom. This question could easily turn into a full article.
In short, I think this is where the current stock market bubble lives.
Oklo is a $15 billion company with zero revenue and won’t generate any for years. Its competitors aren’t much different. The big challenge is scaling this technology fast enough to meet today’s AI-driven energy demand. And that’s just not realistic yet.
Can small reactors eventually solve the U.S. energy shortage? Absolutely. But it will take time.
In the meantime, expect volatility. The best time to buy these names will be during market pullbacks or energy sector selloffs, not while hype is driving valuations.
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