Siiiuuu! Even the Fed Can't Stop These Stocks: Ronaldo's Take on Wall Street's Top Picks

The Fed's Got Me Feeling Some Type of Way

The U.S. Federal Reserve is doing its thing talking about keeping interest rates steady. They're saying there's 'uncertainty.' Uncertainty? In my world uncertainty is whether I'll score a hat trick or just two goals. But seriously tariff wars shaking things up? That's a foul! Even with all this drama there are always winners. That's where I come in. It's like I always say 'Your love makes me strong your hate makes me unstoppable.' Let's find some unstoppable stocks!

Meta: Showing Everyone Who's Boss!

First up Meta Platforms – the guys behind Facebook and Instagram. They crushed it in Q1 2025! Mark Zuckerberg is saying they're ready for anything. JPMorgan analyst Doug Anmuth a guy who clearly knows his stuff says Meta is his top pick and raised the price target. They're betting big on AI and they're right to do so. Meta is all about making money from AI. Remember without risk there is no reward. And Meta? They're taking risks and scoring goals!

AI is the Future Even Wall Street Knows It

Anmuth is loving Meta’s AI enhancements. This guy knows ball! He says their AI is making them serious money. More spending on AI? He's okay with it because Meta delivers results. It's like when I spend on my personal chefs and recovery team right? You gotta invest to be the best! Meta's got a scaled advertiser base a platform that performs and they’re ready for anything. Remember what I always say? 'I'm living a dream I never want to wake up from!' And Meta? They are living the dream too.

Amazon: Always Delivering

Next we've got Amazon. Anmuth also likes this giant. Despite some 'soft guidance' for Q2 Amazon is still a buy. Tariffs are like annoying defenders but Amazon finds ways to score anyway. AWS is a beast and even though Microsoft's Azure is putting up a fight Amazon is not slowing down. 'I don't have to show anything to anyone. There is nothing to prove,' and Amazon is too busy proving it every quarter.

AWS: Scoring Goals While Everyone Else Is Still Warming Up

Even though AWS revenue growth slowed a bit their operating margin hit an all time high. That's like scoring a goal from midfield! Amazon is focused on selection low prices and fast delivery. They believe they'll emerge from this 'uncertain macro period' even stronger. It's like when I face tough defenders I just dribble right past them. Amazon? They dribble past the competition.

Roku: Streaming to Victory

Finally we have Roku. They make streaming devices and they're making moves. They lowered their full year revenue outlook but they're still a buy according to Wedbush Securities analyst Alicia Reese. They're buying Frndly TV for $185 million. Smart move! Reese thinks Roku is well positioned in the connected TV industry because of their diversified platform revenue. They're growing internationally and improving their ad capabilities. Roku is all about that balanced approach like me balancing my training with my endorsements. It's all about staying on top of your game! Roku's 'balanced approach' is like my free kick technique precise and deadly!