Original Insight Roundup

🧠 Mega-Cap Tech

• $META looks mispriced: forward P/E is 17x while expected EPS CAGR over the next 3–5 years is about 20%. That growth/valuation gap in a mega-cap tech name sets up a long-term entry window. 1

• $META dip-buy plan is clear: add more if it drops to 600. The core discipline is to separate long-term investing from short-term trading, instead of over-trading the chart. 2

🧩 Advanced Packaging / AI Supply Chain

• $ASX ASE Technology has a stronger setup as advanced packaging and testing demand keeps ramping. The thesis: existing customer demand remains solid, while TSMC overflow orders could add upside. Position was opened around 30, and management already flagged 2030 capacity planning on the 4/29/2026 earnings call. 3