Here's Your Burrito Blueprint for Buying the Dip

A scary guidance slash spooked the crowd, yet the long-term kitchen still has levers like menu mix, digital throughput, and disciplined unit growth.

Start tiny on this Halloween selloff, then add only if comps stabilize, restaurant-level margins reheat, and new formats prove they can scare up traffic without torching costs.

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Meta Platforms | META

Price: $648.49

Core ads grew well and engagement remains monstrous, but a one-time tax hit sank the headline and the stock took a broomstick ride lower.

Under the mask, guidance held up and AI infrastructure spending continues to ramp.

The big question is investment intensity.

More capex for data centers and custom hardware hurts near-term optics, yet it powers discovery tools and ad yield that make the cash machine harder to kill.

Hardware losses are tuition if they unlock better ads, messaging monetization, and creator tools.

Treat pullbacks as a chance to stage in.

Watch revenue growth versus opex creep, ad price versus impressions, and traction for new AI features. If monetization keeps compounding, the scare fades.

Why this matters for you: A temporary markdown on a scaled ads platform can set up better long-run returns if AI spend translates into lasting pricing power.

eBay | EBAY

Price: $81.29

Results beat on EPS and revenue, with full-year guidance tweaked up, nothing spooky there.

The market’s yelp is about how durable that momentum is after a big YTD run and a lighter pre-market tape.

The engine is take-rate discipline, refurbished hard goods, and focused verticals where trust and authenticity matter.

Cost control plus buybacks can let earnings outrun sales in a not-so-boomy macro.

Keep your checklist simple. Watch active buyer trends, GMV on focus categories, and proof that seller tools and authentication keep churn at bay.

If those hold, dips can be candy.

Why this matters for you: Fee-based marketplaces with fat cash conversion can quietly compound while flashier names steal the headlines.

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Carvana | CVNA

Price: $306.55

Revenue cleared the bar, but profit and margins missed, and nerves around subprime loans crept out of the crypt.

After a huge run, even a small stumble invites pitchforks and message-board witchcraft.

The bull case is still operating leverage from reconditioning and logistics, plus lower SG&A per unit as volumes scale.

The bear case is credit quality and funding costs if delinquencies keep rising, especially into a cooling labor market.

Treat it as high-beta. Track GPU, unit growth, funding spreads, and any disclosures on loan performance.

If margins rebuild without sketchy financing tricks, the spell can resume; if not, don’t be the one handing out full-size bars at every door.

Why this matters for you: Momentum stories can levitate until credit turns—position size like it can bite.

Alphabet | GOOGL

Price: $281.31

Crossed the $100B quarterly revenue line with Cloud accelerating and a massive AI backlog to boot.

That supports higher capex in 2025 and beyond, the lifeblood for chips, data centers, and edge build-out.

Search and YouTube remain sturdy pillars, while Cloud’s backlog is the map from promises to usage.

The risk is capex efficiency and pricing battles, but scale plus product velocity tilts the odds toward sustained operating leverage.

On pullbacks, lean in if backlog converts, YouTube ad momentum holds, and revenue per capex dollar improves.

If the pipes get built and immediately filled, earnings can chase down the spend.

Why this matters for you: Owning the roads and the traffic of AI can compound for many Octobers to come, even if the market gets jumpy.

Chipotle Mexican Grill | CMG

Price: $31.69

The trick was guidance, not the Q itself. Comps stayed soft and management lowered the outlook again, signaling pressure on even higher-income diners through early 2026.

That’s a real chill, especially with margin slipping a point year on year.

The treat is control over the menu and the line.

Price, limited-time offers, and throughput fixes can revive average check, while digital and loyalty still give the brand a cauldron of repeat guests to stir.

If traffic steadies, incremental flow-through can snap back faster than bears expect.

Think of today as a reset, not a requiem. We want proof on comp stabilization, store-level margin back toward mid-20s, and evidence that new formats or dayparts lift volumes.

Start with a nibble after the fright and let verified improvements earn your adds.

Why this matters for you: Quality chains can stumble on guidance and still compound if unit economics heal, so buy the fear only when the KPIs stop screaming.

Stat of the Day: 3.75–4.00%

The Fed trimmed the policy rate by 25 bps again, then told markets not to count their pumpkins before they’re carved.

Cuts are helpful for credit, autos, and small business, but savings yields will feel a draft. Expect more fog than fireworks until the data ghouls return.

Final Take

Today’s basket mixes a spooked restaurant leader, a discounted ad titan, a cash-rich marketplace, a high-beta auto portal, and a cloud-and-search powerhouse.

The playbook stays classic horror-proof: buy red days, size to your sleep level, and let real progress, comps stabilizing, margin repair, backlog conversion, and clean unit economics, earn each add. 

In a market up big since spring, don’t get bewitched by price alone. Follow your checklist, keep dry powder by the door, and remember, as discipline is the sweetest treat.