META

"You're talking about Google, Meta, Amazon, Microsoft, and let's throw Oracle in for good measure."

"جوجل، وميتا"

"সম্প্রতি, একটি জুরি মেটা এবং ইউটিউবকে তাদের আসক্তি সৃষ্টিকারী প্ল্যাটফর্ম ডিজাইন এবং প্রচারের ভূমিকার জন্য লক্ষ লক্ষ ডলার জরিমানা করার নির্দেশ দিয়েছে।"

"Meta was down 13,000 plus."

"We've seen a Meta go up 30% or so in a matter of what, a week, a week and a half."

"We've seen that with Meta. We've seen that with Microsoft. We've seen that with Google."

"Recently, a jury ordered Meta and YouTube to pay millions for their role in designing and promoting addictive platforms."

"the perception of course is getting better with Meta."

"We'll talk about some more announcements from Meta"

"We also had Meta that came out with Muse... That's the agent part disruption right here."

"just like it changed with Meta over the last month."

"Meta Meta is moving very very quickly right now with the roll out of Muse."

"Meta that's up 2.2%"

"Then came Meta"

"Speaking of Meta and Muse, they just keep releasing new products and services. They just release Muse for small uh business, which makes sense, right? They want to grow the adoption of Muse. They have the cash to back everything up. They have the distribution."

"Meta, Microsoft, Apple, Netflix, Nvidia, Netflix has been a dog. I think you can get it cheaply. I think Meta is really undervalued."

"So you can basically say Meta and Google and Amazon and Microsoft and OpenAI and Anthropic and these companies uh they're basically paying for the share buyback for Nvidia to do essentially right so it all ends up in a big share buyback, right?"

"like you look at Meta and Google and Amazon and Microsoft and all these companies these companies are basically spending every dollar that comes in right on Nvidia chips right out the other side, right?"

"If AMD and Meta are down huge, the whole public account's going down huge."

"Meta was down big. That was a 30 plus,000 move down, right?"

"مؤخراً، أمرت هيئة محلفين شركتي ميتا ويوتيوب بدفع الملايين لدورهما في تصميم وترويج منصات تسبب الإدمان."

"এই চারটি কোম্পানি— অ্যামাজন, মাইক্রোসফট, গুগল এবং মেটা— এই বছর এআই খাতে প্রায় ৭২৫ বিলিয়ন ডলার খরচ করার পরিকল্পনা করছে, যা গত বছরের তুলনায় ৭৭ শতাংশ বেশি।"

"মেটার মিউস ৮ ই সেপ্টেম্বর যাত্রা শুরু করে এবং মাত্র ৫ দিনে প্রায় ৭ লাখ ৩০ হাজার বার ডাউনলোড হয়েছে।"

"মার্ক জাকারবার্গ মিউজকে মেটার কেন্দ্রে পরিণত করার পরের দিনই সেখানে আসেন।"

"মেটা"

"ومن الواضح أن أسهمنا في شركة ميتا ستواصل صعودها."

"মেটার কথা বলতে গেলে, মেটার শেয়ারের দাম অবশেষে বেশ দ্রুত বেড়েছে বলে আমার মনে হয়।"

"Last one is Meta. Meta, I've been talking about it a lot, and I did a video on Meta like 2 days ago, so I'm not going to talk about Meta too much. Meta, I would also put it in the weight category."

"إذا كنت مهتماً بما هو أفضل، مثل نتفليكس أو غيرها، ميتا، فيسيرف، فقد قدمنا مقطع فيديو دولياً مثيراً للاهتمام حول أربعة أسهم واعدة، بنسب مكرر ربحية تبلغ 10 وعوائد 5%، لا بنسب مكرر ربحية تبلغ 50 وعوائد 2%."

"One of them is Meta. Everyone loves Meta right now. They did not love Meta 31 days ago."

"لقد تحدثنا عن ارتفاع سهم "ميتا" الصاروخي عائداً إلى نطاق 550 إلى 560. لقد كنا نشتري هذا السهم. إنه مرتفع الآن بنسبة 9%خلال اليوم فقط"

"Meta is trading for like 1.1."

"تبدو شركة برودكوم مثيرة للاهتمام للغاية، لأنني أعني، حتى شركة ميتا، أليس كذلك؟ إنهم يعملون مع ميتا على شريحة الذكاء الاصطناعي الخاصة بهم. تشهد ميتا طفرة هائلة في الأخبار. هذا لا يعني أنهم سيُنهون تلك الشريحة الآن، لكن ميتا تقول إنهم يُنتجون شريحة كل ستة أشهر تقريبًا."

"But how many billions and hundreds of billions of dollars can they generate from this purchase commitment? Now, no one's counting that. They just count the debt. They say, "Oh, high off-balance sheet off-balance sheet risk. Meta is not a buy." That's what they were saying at 500."

"Dying meta is finally going up and I'm already seeing people selling the stock asking me when would you sell meta? Meta is up 40% on the months. The stock is getting overvalued. When would you sell meta? And that's exactly what I'm going to answer in today's video. I own meta in my portfolio"

"This is $1,045 per share. This is why my initial target was $1,000. So if Meta gets to $1,000 per share or near $1,000, I will most likely be trimming my position. Maybe I'm not going to sell it at all because I'm a longer term investor, but I'm most likely going to be trimming my position."

"that's a game-changer for meta. It's going to make the product much, much stickier and it's a real testament that the CapEx that meta is spending of about $200 is not metaverse 2.0. It's a real product."

"3.6 billion people using a Meta product every single day. This is 50% of the entire world population that they could access them through Meta Pay."

"But am I trimming or selling Meta at 24 times earnings just because it's up 40% on the market? I don't think so. I'm willing to ride it up up and down."

"Meta is trading at 24 times. The stock never went above 33 times earnings. Maybe this time is different, and maybe because of all the things I told you with news and all of that. But I think if Meta starts to get above 30 times earnings, there would there would be better alternatives"

"So, my thesis is that yes, the stock is up 40% on the months. Yes, it looks like the stock is extended, but it's also important to know why did this happen and what kind of potential could Meta generate from news, and I think the potential revenues and disruption that news could cost is massive for Meta."

"I believe news is an absolute game-changer for meta and the business model of meta."

"Not selling at 24 times earnings with such a game-changing product. Now, if Meta goes back to 30 times, sign me up. I'll be selling the stock tomorrow. But at 24 times, I am not selling Meta."

"So if Meta gets over 30 times forward earnings, I would likely start to trimming the stock. But I am not selling the stock at 24 times earnings with news and everything around it."

"Meta could decide to take over tomorrow. If you enable Meta Pay in Instagram or Meta Pay on WhatsApp, that's a game-changer, guys. Not even just for news, but the potential of Meta Pay it could add hundreds of millions of dollars, billions of dollars, in my opinion, in revenues for a company like Meta."

"For me to start selling Meta, I would really have to be selling it above 30 times earnings."

"Meta's got $420 billion of off-balance sheet financing, but they only show 140 on their balance sheet. Now, don't get me wrong, I still love what Meta's doing, and you know, I've got exposure to Meta, I've got exposure to Microsoft on this list. Those are the two I've got exposure to today."

"ميتا"

"um wow meta actually just shot up a lot. So, like I was bearish the event and I actually am hoping people exit Meta, but I love the stock and I secretly want this stock to dump."

"Now switching to a previous very much hated stock Meta not so hated anymore right now that the stock is up. Hint this is the exact thing that will happen with SoFi eventually."

"First up, Meta is up 3.6% the day after Meta Connect."

"وميت ا بلاتفورمز"

"including Microsoft, Amazon, Google, and Meta"

"تخطط ميتا لإنفاق ما يصل إلى 145 مليار دولار هذا العام لبناء الذكاء الاصطناعي، ويشمل ذلك مراكز البيانات والرقائق والطاقة وكل ما يلزم."

"ولكن إليكم الإحصائية الأكثر إثارة للدهشة على الإطلاق. عرضت ميتا إعلانات أكثر بنسبة 14%وفرضت رسومًا أعلى بنسبة 12%لكل إعلان في نفس الوقت تمامًا."

"لا يزال "تيك توك" يقاتل من أجل تلك الساعات نفسها. وكذلك " يوتيوب". والآن هناك منافس جديد. بدأ الناس في قضاء وقت حقيقي داخل تطبيقات الذكاء الاصطناعي مثل "ChatGPT". وقت اعتادوا قضاءه في التصفح."

"بدأت "ميتا" عام 2026 عند مستوى 650 تقريبًا. وفي أواخر يناير، قفز السهم إلى 737 دولارًا بفضل أرباح رائعة. ثم في مارس، انهار إلى حوالي 525."

"قسم " رياليتي لابز"، المسؤول عن نظارات الواقع الافتراضي والميتافيرس، لا يزال يخسر أكثر من 40 مليار دولار كل ربع سنة."

"بالنسبة لأكبر خطر حقيقي يواجه "ميتا"، فهو ليس منافساً، بل هو التنظيم. في أغسطس، وافقت "ميتا" على دفع ما يصل إلى 18 مليار دولار على مدى 10 سنوات لتسوية مطالبات من كل ولاية تقريباً حول كيفية تأثير تطبيقاتها على الأطفال."

"يتوقع المحللون، الذين أنصح دائماً بالحذر عند التعامل مع تقديراتهم ، نمو الأرباح من 31 دولاراً للسهم إلى 52 دولاراً للسهم خلال السنوات الأربع القادمة. هذا نمو كبير جداً. صحيح أن المسار غير مستقر ويشهد تذبذبات، لكنه يظل نمواً جيداً للشركة."

"أثبت "شات جي بي تي" أن الناس يريدون الذكاء الاصطناعي، لكن "ميتا" تمتلك شيئاً لا تملكه "أوبن أيه آي". مليارات الأشخاص يستخدمون "واتساب" و " إنستغرام" و "فيسبوك" بالفعل كل يوم. يمكن لـ "ميوز" أن يعيش داخل " واتساب" مباشرة."

"أعتقد أن شركة "ميتا" أفضل. لماذا؟ إنها ضخمة، وتمتلك قدرة على الاستمرار، ولديها عوائد عالية على رأس المال. لذا، بالنسبة لي، يجب أن أضع مكرراً أعلى من متوسط 15 أو 16. لقد وضعت 18، و 22، و 26."

"لدى "ميوز" خطط مدفوعة بحوالي 20 و 100 دولار شهرياً. توقف وفكر في ذلك للحظة. عاشت "ميتا" بالكامل تقريباً على الإعلانات طوال تاريخها."

"بحلول أوائل سبتمبر، كان السهم عالقًا عند حوالي 578. ثم جاء "ميوز". تم إطلاقه في 8 سبتمبر، وانطلق كالصواريخ، ومنذ ذلك الحين ارتفع سهم "ميتا" عائدًا إلى حوالي 741."

"أطلقت " ميتا" للتو منتج ذكاء اصطناعي جديدًا تمامًا يسمى "ميوز". قفز التطبيق ليصبح الأول في أمريكا، وانفجر السهم بارتفاع يقارب 30%هذا الشهر وحده"

"لقد حقق سهم "ميتا" بالفعل ثروة طائلة للمستثمرين"

"لذا، السؤال الحقيقي ليس ما إذا كانت الأخبار ذكية، بل ما إذا كان الناس سيثقون في "ميتا"، وهو سؤال طُرح في الماضي."

"Meta continues to kind of be hot, at least in the short term. That went up another 7,500 here today."

"এখন, যখন আপনারা দেখেন যে মাইক্রোসফট, মেটা বা ওপেনএআই এআই পরিকাঠামোর জন্য প্রচুর, এমনকি বিপুল পরিমাণ অর্থ ব্যয় করছে, তখন তারা আসলে কী কিনছে?"

"Remember the agreement, the strategic partnership with Meta. Meta could potentially buy around 9% or own 9% of AMD."

"Maybe buying even more meta right now or keep cash."

"It's already attracting a lot of interest. It's even outpacing Chat GPT in its early mobile launch days. This is this is mind-blowing, guys. And Meta was able to do it. And this is amazing for Meta. And you might be asking that yes, this is amazing for Meta and Meta is going to benefit, but what does that have to do with Qualcomm?"

"there's also a major major trend that's coming up around Meta launching the personal agent muse. Not a lot of people are paying attention to the trend. It could be really really big."

"This is Mark Zuckerberg from their investors day. He said, 'Meter meta and Qualcomm have been partners for a long time. We first started on the Quest headset. We brought Llama to Snapdragon so people could run AI right on their phones. Today, Snapdragon is powering our AI glasses, too. Now, we're bringing the partnership to data centers with our latest model, Muse, Spark. We're delivering AI to billions of people every day across our apps. He said, 'This is why our work with Qualcomm is so criti"

"But we are here to talk if Meta has more room to run after a big move like yesterday or should you start looking to trim the stock because in just one month guys one single month Meta Stock is up almost 40%."

"So, for me, why would I even consider doing something like selling Meta at this stage?"

"Instead, I want you guys to be able to be confident in buying a stock like Meta at $530 or so"

"And how do I know that? Because I review every single earnings call and every single earnings release for Meta. And you can see the numbers are all accelerating across the board."

"Meta had a massive move up yesterday."

"When massive companies like Microsoft, Alphabet, and Meta turn on their industrial pumps to build data centers, they suck up all the pressure in the pipes."

"এর মধ্যে ওপেন এআই থেকে ছয় গিগাওয়াট, মেটা থেকে ছয় এবং অ্যানথ্রোপিক থেকে দুই গিগাওয়াট, যার প্রথম চালান এইমাত্র শিপিং শুরু হয়েছে।"

"এরপর রয়েছে মেটা (Meta)। এটি ২৪ শে ফেব্রুয়ারি স্বাক্ষরিত হয়েছে, ৬ গিগাওয়াট পর্যন্ত কাস্টম MI450 ভিত্তিক জিপিইউ (GPUs), ষষ্ঠ প্রজন্মের এপিক ভেনিস সিপিইউ (Epic Venice CPUs) এবং হেলিয়াস র‍্যাক, যা মেটা ও AMD যৌথভাবে তৈরি করেছে।"

"Meta stock fell 64% in 2022."

"Uh meta stock of about $80,000 here today."

"Okay so Meta incredible run, right? Incredible run in the stock. Up huge here today. Uh something to keep in mind with Meta is this stock is still down $40 plus from its all-time highs."

"Looking at Meta, a bit similar, although here the return on invested capital is expected to continue to go down a little bit and free cash flow to only recover late 2028 at the start of 2029."

"Switching to Meta. Meta is now up 15% year to date. Of course, there is no draw down at the moment. It's up 15% year to date. It's a company worth now $1.9 trillion. Is it expensive? No. In my opinion, still undervalued."

"Meta is up 11%. AMD is a trillion company as of right now. So congrats to all shareholders by the way for Meta."

"Meta, Google and Amazon under 100"

"Can't have a video without me talking about Meta. Meta continues to have a lot of momentum. Still undervalued in my opinion. Muse is just the start."

"If you look at some of the most successful companies today like Tesla, Amazon, Meta and Google, this is exactly the strategy that these companies pursued in the early 2000s."

"the hyperscalers, Amazon, Microsoft, Google, and Meta platforms are on track to spend well over a trillion dollars on AI infrastructure"

"Meta was a million dollar plus stock."

"Meta when I started buying Meta stock especially heavy in 2018 uh 2022 right Zuckerberg already been proven I already did several acquisitions already been a public company CEO for a long time and look at the money we made in Meta right"

"a long before I found my AMD, my Meta, my Palanteer, my ELF, my Tesla, like life-changing stocks like those, right?"

"I talked about Meta has been doing well."

"If Meta goes back under 600, easy."

"A Meta, a Google, a Microsoft, an Amazon, even an Nvidia, these types of names. If they get even cheaper than where they are right now, yeah, I think that's that's a gift from the market. Because whatever's happening right now, 12 months down the line, probably already forgotten about this."

"I did a big buy of Meta back in 2022. It was like the, you know, I think October, right around Halloween 2022, a meta. I think it was like 93 bucks or something like that."

"২০২২ সালে এনভিডিয়া, মেটা এবং প্যালানটির-এর প্রত্যেকের শেয়ারের মূল্য দুই-তৃতীয়াংশ বা তার বেশি কমে গিয়েছিল, আর যারা সেই পতনের সময় কিনেছিল তারা সবাই ধনী হয়েছে।"

"Obviously, Meta when it was down at 80."

"Google was up, Microsoft, Meta, cybersecurity names were up, actually, double digits, 15%, 14% this year."

"Meta is not going anywhere in the very very short term just because the capex numbers are so out of control and people are still confused on if they're ever going to get this payback in regards to this capex spend. Right? So Meta is just stuck longterm. It's a,000 to $2,000 stock."

"you look at Meta. Meta's up almost $20,000 here today."

"إذا ارتفعت الأسعار، كيف ستتعامل شركات مثل أبل وميتا وجوجل ومايكروسوفت؟ ستكون بخير. ستكون بخير تمامًا. لماذا؟"

"One name that of course has been undervalued for quite a while. And finally, we are seeing the name move, that's Meta. closed out the way close to $650. We're finally getting a little bit more momentum, right, with the launch of Muse, their own AI agent platform. This is just the start. This still at $650. This is a name that should be over $800 easily."

"We called out Meta as being under the radar just a month ago or so and we bought shares at 549, I believe, and 532 were the two big buys that I made right there in my group. So, we got a nice 20-plus percent gain in a mega-cap company in just over by identifying under the radar stocks."

"Now, last but not least is Meta. Okay, although I gave you RDW, you got one that's a longer term hold. And if you can get into this in the $600 level and or the $400 level, check out Meta. It's currently sitting at 64758. It was up nearly 5% on the week. Okay, if you can catch this in route to $1,000, okay guys, it's going to change your life."

"And the first stock that we need to talk about and has a lot of updates coming out is Meta. So, let me show you what has been happening with Meta and why the stock is up roughly 19% from its lows just over the past month."

"The plays I got for you guys that should be on your radar. Meta coach put 50,000 into that one. Okay. And I did that a couple days ago and guess what? It took off yesterday and today, I think."

"وبالمناسبة، بيع خيارات البيع، سواء كان لشركة جوجل أو ميتا أو أمازون، إذا نظرت إلى الأسعار الحالية، وربما سأعرض بعض اللقطات على الشاشة لشهر سبتمبر أو ديسمبر 2027، فستحصل على مبلغ جيد من المال."

"وكان ذلك محقاً، تماماً كما لم أستطع أو لا أستطيع التزام الصمت بشأن ميتا هذا العام."

"لدي بعض الأخبار عن نيبوس، بالانتير، ميتا، جوجل ، أمازون، وأشياء أخرى كثيرة، سمّها ما شئت."

"وأخيرًا هنا، هناك Meta Muse وهذا شيء تحدثنا عنه. لقد تحدثنا عن حقيقة أن ميتا كانت مرتاحة جدًا مع Muse Spark."

"ميتا لفترة من الوقت، كان بإمكانك رؤية أن الإيرادات لكل موظف انخفضت ثم في عام 2022، انخفضت بشكل كبير."

"ميتا، على سبيل المثال، في تداول ما قبل السوق الآن، مرتفعة بنسبة 5%ولا تزال رخيصة بشكل سخيف وبأقل من قيمتها الحقيقية."

"maybe eyewear as we know it will change maybe meta that is partnering with will win who knows"

"But that to me isn't even the biggest bull case in regards to Meta because there still is a chance that um AI fails, right? Or it just isn't all it's cracked up to be."

"The stock today is Meta, and it has been easy easy money for almost a decade now, okay? And I'll prove it to you guys completely with charts, everything else, all right? So, don't worry about it. We will talk about it. But, you have to know why do I think the stock is going to be easy money?"

"I would buy this stock even if they weren't involved in AI at all. They just said, "Nah, we don't We think it's a fad. I I don't want to make a Metaverse 2.0 mistake again, so I'm staying completely away from it." This is business is still a buy at these prices due to the growth that you're seeing without all of these things being monetized."

"But, why do I think Meta is easy money right now? What are those fundamentals?"

"I'm assuming you have fundamentals and absolutely Meta has fundamentals. So, take a look at this chart right here. This right here is simply taking a look at what, you know, valuation Meta's traded at over time. And you can see right there we're trading at one of the cheapest times in Meta's history."

"But that's not the situation here with Meta which leads me to point number four, which is they have so much untapped monetization."

"So, absolutely this stock is a buy all the way around. I think the stock easily easily is, you know, a $750, $800 stock in regards to what Meta should be at right now. But, nonetheless, Wall Street wants to get dumb. I'll happily continue to buy the stock. I know it's been on my list all year long."

"In fact, Vistra has recently signed 20-year power purchase agreements with both Meta and Amazon."

"I just think that there is more attractive stuff out there in the market today like Meta. I think Meta is offering a lot more value and could produce significantly more returns over the long term from its current price. And when I compare Vistra versus Meta, at least in my own portfolio, I think that Meta just fits in a lot better."

"Once Microsoft, Meta, Google, and Amazon finish building out their AI data centers, they shift from building mode to maintenance mode."

"And on top of that, their biggest potential customers, Google, Amazon, and Meta, they're building their own chips inhouse."

"Bull case number two, Google, Meta, Microsoft, they are all building AI chat tools."

"Microsoft, Meta, Oracle, these companies are desperate for a second chip supplier so they're not completely dependent on Nvidia."

"كلاهما تعملان خارج المنصات الكبرى المغلقة: جوجل، ميتا، أمازون بدرجات متفاوتة"

"Finally, Meta started to move back up back above $600. We actually have a close here at $616. also did reclaim a crucial crucial point here."

"ولكن حتى يحدث ذلك، تظل جوجل وميتا المنصتين الوحيدتين اللتين تبنيان نماذج رائدة يمكننا الاستثمار فيهما مباشرة."

"سأختار سهم لست من أكبر المعجبين به على المدى القصير لأن أرقام نفقاتهم الرأسمالية خارجة عن السيطرة، لكنني لا أزال من أشد المعجبين بهذه الشركة في السنوات الخمس القادمة، وسيكون ذلك هو ميتا."

"و Meta بنسبة 2.4%"

"وبالنسبة لـ "ميتا", MTIA"

"إعلانات ضخمة من Meta"

"وموضوع جديد عن Meta"

"أو Meta"

"لتأمين صفقات أوبن أيه آي وميتا، قدمت إيه إم دي لكل منهما صفقة خاصة لشراء كميات ضخمة من أسهمها بسعر زهيد للغاية"

"ميتا أيضاً تبني شريحتها الخاصة"

"أما خدمات الاتصالات فأنا أحتفظ بالكثير منها، والتي تشمل ميتا وجوجل ونتفليكس. هذه هي أكبر ثلاث شركات في قطاع خدمات الاتصالات. ومع ذلك، فإن سهم ميتا منخفض لهذا العام."

"أكبر تسع شركات سحابية في العالم، بما في ذلك أمازون، ومايكروسوفت، وجوجل، وميتا، وأوراكل"

"Uh Meta stock up $14,000 here today in the public account."

"Mark Zuckerberg on X also announced that Muse code is now out of beta and people can go and start using it. This is Meta's coding model and it puts Meta in direct competition with Anthropics Claude and OpenAI's Chat GPT coding models."

"Moving on to the next screenshot, Meta also launched a new audio model which transcribes voice and it is right at the frontier. It is literally the leading voicetoext model right now."

"Moving on to the next screenshot. This one shows us where Meta's new Muse image generating model sits in terms of performance versus price. basically quality versus price."

"And in my opinion, Meta's stock price is not factoring in any of this future revenue potential because it's already discounted relative to the existing business with Meta trading around an 18 forward price to earnings ratio."

"The main takeaway here is that for some reason on social media, I am now seeing so many posts saying that Meta is going to overtake Google in terms of advertising revenue this year."

"This sounds like another really big legal overhang with another one of the hyperscalers like what just happened with Meta."

"So now let's move on to the Meta discussion because, as I said, there has been a lot of updates coming out with Meta that I want to share with you."

"Moving on to the next screenshot. This one comes from an industry expert in the advertising space. And here they said that they believe business agents will become part of the overall advertising spend too."

"Ultimately I believe that Meta is doing a great job continuing to attract advertising dollars and for a while now they have been growing and attracting the most advertising dollars out of Amazon, Google and Meta."

"Here you can see all of the holdings within QMVP, with the top ones being Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta."

"Moving on to the next screenshot. This one is a chart that I found that is circulating on X right now and it's Meta's revenue per employee. And you can see that this metric has doubled since the first quarter of 2023."

"They also have Meta announcing a strategic partnership with Qualcomm to bring this technology, as well. And this is what Mark Zuckerberg said."

"Which then moves me to this Mark Zuckerberg tweeting on X is the signal you need to get when you are maybe thinking about selling Meta or thinking about giving up on this name."

"Google, and then Meta, still the ugly duckling here. Meta continues to execute. Meta actually came out with some great news."

"And it's the same with a meta. Meta to the core is a very good business. The stock might not reflect it."

"Meta down about 8%."

"Microsoft alone has multi-billion dollar contracts with all three Neoclouds. and Meta Platforms signed a $21 billion contract with Cororeweave and has a contract with Nebius that's worth up to $27 billion."

"That growth is mostly driven by multi-year, multi-billion dollar contracts with massive companies like OpenAI, Nvidia, Microsoft, and Meta Platforms. In fact, Meta alone signed another $21 billion deal with Cororeweave back in March."

"We all know the hypers scale companies Microsoft, Amazon, Google and Meta Platforms."

"Nebus has $37.5 billion worth of contracted work on their books, including a $17.4 4 billion deal with Microsoft and a contract with Meta worth up to 27 billion."

"Now, Vistra has also been signing a lot of what you would call a PPA, which is a power purchase agreement. They signed a 20-year power purchase agreement with Meta, which is mainly again on a nuclear plant, and that will give them an above average, you could say, per watt of power on how much they're charging for it."

"Meta Meta is still trying to get back to $600. We're not even managing to stay above $580, $585. But as I said in plenty videos, this is an undervalued name and the moment sentiment switches here, we are going to see this stock go higher and higher. But as of right now, it is undervalued."

"Then we have AMD, Google, Rocket Lab, Meta number six. Maybe Meta was seven before, but Meta is six right now."

"And then, as you know, I had to buy more meta. So, I increased that position by 5.5%, three extra shares at 569. They settled. Overhang is done. And so, yeah, it's now 5.6% of my portfolio, but it is here in this one. Quite a big position. It's basically 30 close to $33,000. I do think that Meta is going to be one of those positions where yes, maybe maybe 18 months from now, we might see the same return as a Google, right?"

"is there a bigger problem there? Let's talk about that as well. But, let's start right here with the first point that you got to understand if you own big tech. And that is the headline is always worse than the reality of what's going on."

"It's a one-time charge and they move on. I don't know how they're actually going to expense it. They got 10 years to expense it which of course seems crazy at the time but that's what they got to do it in regards to expensing it. But nonetheless, they make that in operating cash flow in just simply one quarter. A lot more. Three times more. Almost All right, I guess almost double. Excuse me. My math is a little bit off there. But almost double what they need in order to pay this sucker off that "

"But in regards to Meta, it's an opportunity for sure with this company. Look at the business. Look at how they're performing."

"I've been busy buying Meta all year long. It's come on and off my watch list now for years, really."

"So, for me this is absolutely an opportunity. I'm going to continue to add to this stock. If Wall Street wants to continue to be dumb, again, what To me, Meta is one of the easiest money stocks in the stock market."

"meta was up"

"Now, the other one I'm going to talk about today is uh Meta. Meta, I talked about the stock many times and I would still keep Meta in the buy category."

"Meta. Meta is a $576,000 position. That one's up $478,000. And then uh that doesn't even account for all the profits I took in Meta last year, which I took quite a bit of profits in Meta last year."

"This specifically removes that large $1.4 trillion scary headline risk and that has now been reduced to $18 billion in settlement fees over the next decade which is obviously a massive win for Meta."

"In today's video, we are going to be discussing Meta's large settlement that it just had, what it means for the business and the share price"

"If the KGM verdict is repeated across all 2400 of these remaining cases, then Meta's total fine could be $14.4 billion. So Meta could still have tens of billions of dollars of legal risk that it needs to deal with."

"So, just like last time, I created a quick presentation on everything that you need to know. And what I did is I read the Meta announcement."

"Meta settled for 12.7 billion which goes directly to their participating states over the next decade. Then there is an additional $5.3 billion that is being withheld"

"Meta also announced that it will post a $10 billion legal charge against its earnings in the third quarter, but guidance remains largely unchanged."

"Meta's business has done $130 billion in trailing 12 months operating cash flow. So, it can more than handle these payments."

"I am pretty surprised that the stock isn't up more after this news as it's removed an overhanging potentially large risk from the business. So, what did I do? Well, I have bought more shares and I have continued to increase my Meta position quite significantly"

"I believe that it's very bullish for Meta to have one of its own frontier models that is also significantly cheaper to operate."

"Meta's forward price to earnings ratio is still sitting around 18.6. So, this business is still trading for under a 20 forward price to earnings ratio despite it being one of the highest quality businesses in the world in my opinion"

"I continue to believe that Meta is one of the best buys in the market today. And I have been consistently and aggressively been building out my position again under $600 per share."

"I believe that this is continuing to show that Meta's capex and investments in AI are starting to really pay off and I believe that these models are going to start producing more revenue for the business over time as well."

"If it was Entropic or OpenAI or a Google or a Meta or whatever, you write it."

"One is called Netflix. The other one of course is called a meta. Now the difference between a meta and a Netflix is of course one valuation wise and uh the growth story."

"Now, if we go and have a look at my favorite one here, which of course is Meta. Stock is still down 11.6% year to date and over the past 12 months, it's actually down 23.1%. Meta is very cheap. Meta is undervalued. Meta is cheaper than a Netflix. It's growing faster than a Netflix in my eyes. It is an obvious buy right now."

"If they grow a little bit faster on AI, you can make a six time return on meta stock. ...Therefore, I am pushing it a little bit more to the right 10 11% return."

"Microsoft, Google, Amazon, and Meta are on track to spend a combined $700 billion or more on capex in 2026. And every single one of them has said the exact same thing. The risk of underinvesting in AI is bigger than the risk of overinvesting."

"Meta"

"Meta Platforms"

"And that is the reason why I am not buying Google or Microsoft and instead I am buying Amazon and Meta."

"now I'm not going to talk about Meta or Google or Amazon or Microsoft where the core business is already a very very good one I'm talking about those that do sell intelligence right and open AI Okay, an Antropic, maybe even Meta because Meta doesn't have right now a cloud business, but it does have a very very profitable core business."

"Now if we go and have a look at capex for Google, Meta, Microsoft, Amazon, SpaceX, Cororeeve, Nebus, Oracle."

"তিনি তার বিদ্যমান কিছু হোল্ডিং যেমন মাইক্রোসফট, উবার এবং মেটাতেও বিনিয়োগ বাড়িয়েছেন।"

"Meta P ratio of 20, you have something perhaps stronger long-term."

"you know, Meta in the 80s."

"The usual ugly duckling is of course Meta Meta platform. We couldn't we couldn't stay close to $600 per share."

"the four largest hyperscalers, Amazon, Microsoft, Google, and Meta, are deploying a staggering $725 billion in combined capital expenditure."

"Microsoft, Google, Amazon, Meta, the four richest companies in the history of companies. All of them are running out of it."

"Well, it goes to hyperscalers, Microsoft, Google, Amazon, Meta, the companies building AI data centers."

"Meta and AVGO, them your two stocks that's going to 1,000. We up out of here."

"Meta's price to operating cash flow is now down to 10.8. Basically, the only time that it got lower was when it got all the way down to 4.4 in 2022. I personally believe that this was an anomaly in the market. Meta never deserved to be this freaking cheap in 2022. And yes, I was buying shares in this dip."

"The real risk is if Meta is forced to change its algorithms or restrict people under the age of 18 which could be a headwind on long-term daily active user growth."

"These former cases are showing that Meta is losing the warm-up rounds before their big bell weather trials that they are now entering."

"Meta Stock has been crashing over the past week because its trials have officially started and people are calling these bellweather trials where the outcome is uncertain and a lot of people are saying that this could seriously impact Meta's business."

"I believe that right now is a very nice entry point into Meta. And I have been consistently scaling up my Meta position in the market as well"

"Meta also has over $90 billion of cash on its balance sheet, and it generates over $130 billion in operating cash flow per year. So even if the fines are in the tens of billions, then they are manageable and will not impact the long-term fundamentals of the business."

"Meta's legal issues do impact profits in the short term. We have seen it before in the past and we have even seen it in the most recent quarter again with billions of dollars in legal fees. And if Meta does end up having to pay, you know, tens of billions of dollars in fines or settlements from all of these trials, then that is going to be a very real expense against earnings and free cash flow in the short term, which is going to weigh down the company's profits."

"Meta's operating cash flows are still growing by about 27% year-over-year. This is an incredible growth rate at a $130 billion scale."

"Ultimately why I am choosing to continue holding on to the stock. First off, let's simply go and take a look at Meta's revenue. And here we can see that revenue is continuing to grow very well. And if we turn on this percent change right here, we can see that Meta's growth rates have actually been accelerating for the past about 18 months."

"Meta's real losses in the earlier trials that it has lost have also been smaller than expected with the KGM verdict being only $6 million, not billions of dollars."

"The $1.4 trillion headlines are not realistic, and they're just for shock value. Meta could eat fines even in the tens of billions of dollars range quite easily just with their existing cash position."

"this is around the lowest that Meta's price to operating cash flow has ever gotten. For example, in the stock market crash of 2020, Meta bottomed at an 11.5 price to operating cash flow. This means that Meta is cheaper on an operating cash flow basis today than the stock market crash of 2020."

"even while Meta is ramping up capex so much, it has still produced $41 billion in trailing 12 months free cash flow. So this is an incredibly profitable business that is growing very quickly."

"Meta could face tens of billions of dollars in fines across the 29 states suing them, but the number most likely will not be over $1 trillion. That is kind of just silly."

"As I said earlier, these lawsuits will also be going on for quite some time, so expect them to remain in the headlines and potentially weigh down the stock for the foreseeable future."

"super investors are also buying Meta and Meta was the second most bought stock in the second quarter of 2026, right behind Microsoft with 14 super investors increasing their Meta position or starting a position in Meta altogether. So, it seems like the net sentiment on Meta is very bullish from the super investors now."

"I believe that Meta is one of the best most highest quality businesses in the world that is going to get through this. They have the resources to get through it. and three years from now, it's going to be a much larger business and a much more profitable business as well."

"I believe that Meta's business is going to grow through this. I think it's going to be extremely noisy in the short term. It's causing the stock to see weakness. It's causing Meta's multiples to compress dramatically. But I believe that ultimately these are shortterm issues."

"miners are not Meta's core revenue and profit generator. So, even if this group is totally turned off, it doesn't impact Meta's business materially or its long-term fundamentals in my opinion. However, removing or restricting miners could shut off future users from their app if they never end up joining the apps once they become adults. And to me, that is the real long-term risk here."

"This negative press releases and headlines that we're seeing is probably going to weigh down the stock for quite some time."

"Long-term, in my opinion, it doesn't seem detrimental to Meta's business or its fundamentals. However, in the short term, this is providing a lot of uncertainty and scary headlines which could weigh down the stock until more certainty eventually comes and these trials are over and dealt with."

"if Meta can continue to grow its operating cash flows in line with analyst estimates, then it's trading at only 8.1 times next year's operating cash flow. This is for one of the most profitable, highest quality businesses in the world. That's still growing almost 30% per year."

"for me as a long-term investor, I am viewing these short-term negative news, negative sentiment, negative headwinds, increased legal fees, slightly declining profits as an entry point for a long-term investment because I do not think that this is going to permanently impact the fundamentals of the business."

"This is the main negative catalyst towards the share price and why it has been selling off over the past week because Meta is now back in the headlines and there is that $1.4 trillion of damages headline circulating as well."

"I'm not going to spend that much time to talk about it because I did talk about it in a specific video two days ago. If you missed that, that will be in the top right corner. That's of course Meta. As I've said in the previous video, as long as this company is trading at these undervalued levels and the company's execution does not deteriorate, if the business does not deteriorate, I will keep adding more shares under $600."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia"

"Stock number one, Meta, the company behind Facebook, Instagram, WhatsApp, and Messenger. So, why has the market gotten nervous here? Well, it's simple. Meta is spending absolutely mindboggling amounts of money on AI. Wall Street hates that type of uncertainty. The bull case is powerful. Meta owns one of the strongest collections of apps on the entire planet."

"Now, this stock is Meta and with Meta today, I'm going to do something entirely different."

"Meta the business, Meta the stock. As you know, I own it. I'm very bullish on it. I think it's extremely undervalued."

"I've been buying three shares here, three shares there of Meta. As long as it is under $600, and it is severely undervalued, and nothing really drastically changes with the business, I'll continue to accumulate because this is going, in my opinion, to crush the market."

"I do believe that it's just another 2022 type of scenario. And if we go back to 2022, Meta was down 76.2% from the peak. Of course, there was a different story there, but it's also about increasing investments."

"Do I think that Meta could experience the same thing might not double over a year but I do think we can go up by over 50% over the next 12 months just because of a sentiment shift in this name."

"I believe Meta is extremely extremely undervalued."

"I do believe that a base case although a base case where I do have my 26.5% growth for this year and 20% for next year and a bit margin does improve to 43%. I do think that this is a realistic scenario and they might even they might even beat that."

"meta another one of his AI guy bets. We discussed this in a video. We'll put all the links to the videos in the description below. He sees as growing earnings 20% over per year over the next few years. If we put 20% in our table here is meta then yes I put 8% growth on a terminal pay ratio of 20 and that is still gives you a good intrinsic value compared to the stock price which makes meta cheap on a very conservative rate. If we go to Billman's 20% and then 10% on a P ratio, then Meta stock cou"

"Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure."

"Meta got hit hard today."

"Look at Meta's free cash flow at this point in time, right? It topped a long time ago and is clearly trending down, right? Free cash flow per share from Meta. Same exact thing. But I want to give you even a more real illustration because what we're focusing on here is trilling 12 month. If you look on a quarterly basis, it's really ugly. Look at the free cash flow of Meta. Oh my gosh, do we have a problem. Oh my gosh."

"Second thing we're going to talk about in this video is Meta. Meta is a stock that is very divisive and there's not a lot of people that can really give it to you both sides. I'm here to do that here today. As somebody that's been a meta shareholder on and off for the longest time, like pretty much since the company went IPO, I want to give you a perspective on the stock here today that I think is going to be very important and talk about the bearish points with the stock, the bullish points wit"

"Meta is a capex problem."

"I'm not bullish about Meta in the short term. If it runs, I I think it's a rangebound stock, and I've said this many times. I think it's a rangebound stock. I think every, you know, nice bounce you get in the stock where it's like, oh, Meta is coming back. It just gets sold off. And I think that will continue to be the situation. But I'm willing to hold my money in a stock that is dead money shortterm for the long-term upside there, right?"

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"and Meta's free cash flows are down by 91%."

"Of course, as we've seen with Meta, recommendation systems are getting better and better. You will need more compute."

"We've seen that with a Meta, we've seen that with a Trade Desk, with Unity, with Vector and some other players out there."

"how they compare with a Trade Desk or a Meta or a Unity."

"When I see a Meta trading at the current valuation that it's trading at, yes, even with all of the negative headlines around that name right now, I much rather own this than another advertising player."

"As for Meta, of course, there is a bit more similarity here with that so called black box AI auction, but Meta is just much, much bigger."

"and yes, he does own Meta, but Meta is not a 10% position, it's just around 9.2% or so."

"Then we have 5.7 in Micron, then we have Cerebras, Meta calls, A lab, etc. etc."

"7.7 in Meta"

"then we have Meta at 5.74%."

"and Meta also a cut of 20%."

"Meta Platform, 14 buyers, 14 sellers."

"If you remember, during the bear market of 2022, we were buying Meta as it was falling. I even got lucky, and I bought Meta on the lowest price by chance at $88 a share."

"الشركات ذات الخندق الاقتصادي الواسع؟ يمكنك رؤية شركات مثل كوبارت، وميتا، وزويتيس، وسيرفيس ناو ، وفيكو، وهانيويل. هذه الشركات مقيمة بأقل من قيمتها بكثير في الوقت الحالي."

"Scale AI and Meta paid around $14 billion for roughly just half of it."

"Again, going back to the most, I guess, no-brainer name right now, extremely undervalued, and that's Meta. Meta is struggling to go above $600 and to stay there. We need to close a week out at $600 or more. Right now, we're at $589. We need to try and get above 600, stay there for a while, and then I do believe the stock will start to move more towards 650, eventually 700. I do think that when they will announce their next big model, which is going to be Watermelon, things are going to move. as "

"And then Meta ticker symbol MEA. I keep bringing this one back in a fold because Coach personally has a $1,000 uh price target on this, okay?"

"And one of our members, a guy named John, use a stock analyzer on Meta. He did the work. He made his assumptions. He bought at a price that made sense to him. And he's up over 200% of that position. You remember when Meta was being killed by everybody, but in our community, people loved it and a guy like John profited from it."

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"Amazon, Google, Microsoft, and Meta are each planning to spend well over a hundred billion dollars in a single year."

"Meta can't catch a bit. I did buy more meta today. Why is that? It's under $600. It's disrespected. It's extremely extremely attractive at these prices."

"Meta actually has the highest operating cash flow margin sitting at 57%."

"If you have been watching my channel for some time, then you probably already know that I own Amazon and Meta, which is kind of a giveaway as to which ones I think are looking the most attractive in the market today."

"97.5% of Meta's revenue comes from its advertising business. And this is what I meant earlier on in the video when I said that Meta's business is the most risky in my opinion."

"And as we saw with Meta with it having nearly 98% of its revenue coming just from advertising, I believe that that is why it has always sold for a discount relative to its other hyperscaler peers. And I think that it's justified and it will continue to trade at a forever discount."

"I get a 22.8% an 8% compounded annual growth rate to Meta share price over the next 3 years, a fair value of 827 bucks, and a future share price of roughly $1,100. So, even with some pretty modest growth, and a relatively low price multiple, I think that Meta share price could produce some stellar returns over the next few years as well."

"Meta's operating margin has declined down to 39%. And it has been consistently declining for the past year."

"Meta's operating cash flow growth rates did decelerate slightly in the most recent quarter, whereas Amazon, Google, and Microsoft all saw their operating cash flows actually accelerate in the most recent quarter. This means that Meta is kind of the standout of the most recent quarter, especially since its revenue growth rate was actually the highest out of the group, which does suggest that Meta's margins are also seeing compression."

"Meta is trading significantly below both of its average and median historical price multiples."

"Meta has been adding the most net revenue for the past three quarters. And over the past couple of quarters, Meta has really been the strongest company in terms of adding advertising revenue."

"Meta is trading for the lowest price to operating cash flow by far sitting at a forward price to operating cash flow of only 8.6."

"since 2019, Meta has grown its revenue the most at 243%."

"شركة "ميتا بلاتفورمز" التي تمتلك فيسبوك وإنستغرام وواتساب، مقومة بأقل من قيمتها بنسبة 34%."

"إذا نظرت إلى شركات أخرى مثل ميتا، أعتقد أن ميتا لا تزال عند مستوى جذاب للغاية، أليس كذلك؟"

"Meta up $16,000 here today."

"Meta. Meta is an honorable mention here. Honorable mention. I am not bullish on the short term of Meta. You know, I've been consistent on that since the beginning of this year. Once I got those capex numbers, I was like, uhoh, no bueno. They took those capex numbers so insane. Zuckerberg took them up so high, I was like, I am not bullish on this stock in the short term, right? But I'm very bullish on Meta over the long term. I believe Meta long-term is a $1,000, $2,000 stock"

"Meta"

"Meta is up 1.5% still under $600. Makes absolutely no sense."

"As for Meta, one of my most bullish positions pressured by heavy AI capex viewed as one of AI's clearest beneficiaries, ad growth is at its fastest pace since 2021 with over 20% earnings growth expected from here. Could not agree more."

"I own Meta"

"the Meta"

"As I said from the start, I own Meta"

"لن نتحدث عن ميتا"

"Microsoft is, Oracle is, Alphabet is, Meta, everyone is spending their cash flows."

"Okay? And then Meta ticker symbol MEA. I keep bringing this one back in a fold because Coach personally has a $1,000 uh price target on this, okay?"

"And that's actually what Meta is working on. I got to talk about that in a video this week. But Meta wants to become the company that lowers the cost of AI so that small businesses and individuals can also benefit from the technology and how powerful it is."

"And just based off everything that I continue to see in earnings and fundamentals, you know, from Amazon, Meta, Microsoft, Google, with their cloud businesses exploding with all of the private equity firms earnings also accelerating with the chips business is accelerating."

"If you don't believe me, just just look right at what happened with Meta, Palanteer, all the other stocks that we were lo even JP Morgan, Goldman Sachs"

"All right, so the next stock that I'm looking to buy is Meta. And you guys know I've been bullish on it forever."

"These things happen across the board with the best of the best companies out there. Amazon, Apple, Nvidia, Meta, Google, you name it."

"And even a Meta, even a Google, even those names, if those names are down quite a lot and you panic and you sell, it's a mistake because those are some of the best businesses on the planet."

"اتفقت AMD و Meta على إنشاء مركز بيانات بقدرة 6 جيجاوات بقيمة 6 مليارات دولار."

"This is nothing new, and Amazon, Google, Netflix, Microsoft, and Meta have all gone through this."

"We then have Google, Rocket Lab, Meta, Oscar."

"Meta. I was one of the few people in 2022, and you can go look at our videos talking about Meta. I actually got lucky and my last purchase of Meta was actually the lowest price on November 4th, 2022 at 83 or $85 a share, but it skyrocketed 200 and I sold it too fast, saying it went up too fast. It'll probably pull back. Whoops."

"Think about Meta. I told you back when this was 400, get it because it's going to go through 500 and we're already knocking on the door of 600, okay?"

"In 2023, that was Meta Platforms. The stock created on short-term worries, and that was a great buying opportunity for investors."

"Now, as for Meta, we did have some positive news come out with regards to Meta's own models. Muse Spark 1.1, actually 1.2 and Muse Code. Now, the stock is trying to go back at $600 per share. You know my thoughts on Meta. It's extremely undervalued."

"We have some news with regards to Google Alphabet, Meta, Mercad, Libé, Axon, Uber, they all reported their quarterly figures."

"Everybody's always talking about MATA, Amazon, you know, Tesla doesn't get talked about as much nowadays."

"But the stock that I think is primed for a big run is Meta. Look guys, it's just uh one of those things. The Magnificent 7 is waking up and running once again."

"Meta"

"They also have two contracts, one with a meta and one with Microsoft for their data center business, which they're entering in 2027."

"companies like Meta, Amazon and probably Oracle will do extremely well."

"Fair case number two, that free cash flow has fallen off a cliff. Meta went from generating 8.5 billion in free cash flow last year in the same quarter to 784 million, a drop of order over 90%."

"All right, so let's start with the first stock, and it's a name everybody knows, Meta. Meta recently reported earnings and the stock dropped 10% right after."

"And bare case number three, the guidance. Even though revenue grew that monster 28%, the outlook for next quarter came in light. Metag guided for about 62.5 billion at the midpoint and Wall Street wanted closer to 63 billion."

"After that drop, Meta is trading at roughly 17 to 19 times forward earnings. That's low, especially for a company that just grew revenue 28% year-over-year."

"Meta is not just spending money on AI for fun. They are building out a whole new business around it."

"Barecase number one, the spending. Meta raised the floor of its capital expenditure guidance to between 130 and 145 billion. That is an enormous number."

"Meta was up $33,000 for us in the public count here today. 6% move. Amazing."

"You either got to hold MATA or Google McDougall. Meta or Google McDougall. And so for me, I hold both, but Meta is a big position for me, right?"

"Meta. Meta is one that I want on your radar. Okay. Meta and Google. That rounds out my five. Okay. Meta and Google. All right. So, if Meta can get back above, I want to say 545ish, you need to know it's running back to 600. Okay? And do not sleep on that. I still told you guys it's $1,000 play."

"And Meta is up 6%. Close to $590 per share."

"Meta Score business is easily absorbing its massive infrastructure spend."

"I've added more to a SoFi, to a Meta, to a Reddit, right?"

"Up next is a name that I bought more shares of actually last week. So, yeah, forgive me for the title, but I just had to put Meta back into this video."

"on the other hand, Meta a little bit less but let's discuss the risk and reward of investing in these companies today."

"Meta where will we find all these profits from AI? For now it's not working and then somebody will make it cheaper."

"this 800 billion in contractual purchase commitments for Alphabet, Meta, Microsoft, Amazon a little bit less Oracle also there but not yet commenced."

"who is again the kid that nobody wants to play with and therefore he needs to compete but he simply can't. The market doesn't like it."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia out of those three."

"I did increase my Meta position by another 6.2%."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"He started this fund, got LPs from Stripe, Meta, uh Jane Street."

"But as for a Meta and Reddit, Meta for me is such a misunderstood name right now because on the one hand, the market is looking at the name and say, "Oh, you should become a neo cloud." On the other hand, if they did become a neo cloud, the market would say, "Ah, you're over investing." So, they cannot win at the moment despite the business winning. Uh the business is definitely winning. The core business is doing extremely well. Ads are up, ads impression pricing is up. I mean, even the agents "

"But the hyperscalers, unlike Meta, can already show the growth in cloud. And so, that's why you're seeing here a huge difference. All of them are spending a lot, but three out of the four have a cloud business. So, they can say, "Look, we are spending a lot. Look, look, the cloud the cloud business is growing, actually accelerating here for all three." And Meta can say, "Look, we're spending a lot, but look at our core business.""

"I do want to talk more about Meta and the other hyperscalers."

"As for Meta, different story. With Meta still struggling here, right now, it is a bit in no man's land, although it's at the same price it was near the bottom at, I believe, in March. Now, with Meta, as you know, and we'll talk a little bit more about Meta when we talk about the hyperscalers, the old AI story here, with Meta, it's just, right now, company is doing very well."

"Meta is down about 14% year-to-date. The company did miss on earnings, $6.18 versus $7.22 of earnings per share. It was largely due to one-time expenses. They put in $2.4 billion in charges related to legal matters and about a $1.1 billion cost cost whenever they were trying to, you know, fire some employees, I believe last year. They had to incur some cost in general, but I believe the earnings report was very solid. The company is growing 28% in revenue."

"But Meta Platforms doesn't have that problem since it's already a trillion dollar tech giant with massive margins."

"And don't forget that Meta actually has $35 billion committed to Coreweave and up to $27 billion in additional contracts with Nebius."

"Earlier this month, Bloomberg reported that Meta is planning their own cloud business called MetaMP compute to rent out any extra AI infrastructure that they build to outside companies."

"نمو في الدخل التشغيلي بنسبة 350%. هذا الملف المالي فريد من نوعه حقاً. قد تكون شركة استثنائية لا مثيل لها. إذن، إنفيديا رخيصة، على الرغم من أنها ربما تكون واحدة من أفضل الشركات في العالم. بالانتير مسعرة للكمال، لكنها قد تكون الأقرب لتحقيق ذلك. الآن، هناك خطر واحد حقيقي بالفعل."

"بعضكم يسألني عن شركة Meta. ما رأيي في Meta؟ أعلنت Meta مؤخراً عن أرباحها. أعتقد أن الأرباح كانت جيدة جداً، لكن السهم انخفض بنسبة 9%، هل تعلم؟ إذن هل هي فرصة أم شيء يجب الابتعاد عنه؟ حسناً، دعونا نلقي نظرة فاحصة . إذا نقرنا على Meta، يمكننا رؤية كيف يتم تصنيف السهم بسرعة كبيرة باستخدام هذا الشيء المسمى Oracle IQ."

"بالنسبة لي، تُعد شركة ميتا واحدة من أكثر الفرص التي أثق بها في السوق اليوم. تنويه، أنا أمتلك بالفعل الكثير من أسهم ميتا"

"ميتا مقومة بأقل من قيمتها بنسبة 40%."

"خدمات الاتصالات، Meta ، تُركت في الخلف"

"ميتا مقومة بأقل من قيمتها"

"ميتا"

"go back to Meta. What was it for Meta the first few years in the market there?"

"The company already has contracts with Meta and Microsoft to supply their data centers with those chips that'll be coming out next year in 2027 and in early 2028. And during the investor day, this is Mark Zuckerberg from Meta"

"And so all in all when you compare a Microsoft and a meta it's quite clear that right now for a Microsoft things are looking better right they are growing they're still profitable etc etc for a meta it's still a we are investing very much in the business the business is still doing well yes as you can see from a profitability standpoint they took a hit from a free cash flow standpoint they are taking a hit right now as well which is as expected because if if it turns out to be the correct move."

"But with meta as I said before the core business is already doing much much better and this is why for them it makes sense to continue to invest more."

"There's a million weekly active customers on Meta's new WhatsApp Messenger business AI agents."

"And they said that Meta at Stack, which is Latis, then GM, and then Andromeda, is now feeding a single family of models into both organic ranking and ad targeting."

"Meta had a good quarter."

"Google, Meta, Microsoft, they're still expecting to grow capex in 27."

"Now a meta, yeah, Meta is cheap. Meta right now is getting zero love. Meta is down 18.3% year to date."

"Meta on the other hand well Meta is down close to 10% today not participating in this huge rebound."

"Meta, yeah, Meta, the stock's reaction right now, in my opinion, does not reflect reality."

"a Microsoft is up, why a Meta is down and the message that both of these companies have sent to investors and the market."

"Meta. Is it time? Is this a golden opportunity to buy or is this like uh not yet?"

"Meta's getting hit. 53555. That stock's getting hit. That's an ouchie. Five core subjects we're into."

"Meta. Meta. Oh boy. All right. Meta."

"As promised, this is going to be my Meta second quarter 2026 earnings analysis video."

"I mean, Meta is currently growing its operating cash flows well above 20%, and a 14 price to operating cash flow is well below Meta's long-term median."

"Now, at the time of recording this video, Meta stock is down roughly 11% in after hours trading."

"So ultimately, I do think that Meta stock is looking very undervalued here, and could produce some pretty strong returns even with some pretty conservative estimates."

"So Meta's headcount could drop below 70,000 in the third quarter, which I think is interesting because this would be an almost 10% decline to their headcount and their employee base at the same time as revenue is almost growing by 30% year over year."

"So in my opinion, Meta has the cash flows to handle all of these payments and obligations."

"A 16 price to earnings ratio for one of the highest quality businesses in the world that is still growing its revenues by about 25% per year. Just on that basis alone, I think that Meta is looking pretty dang cheap."

"This next screenshot shows us that the $183 billion commitment number is not included on the balance sheet is because these are for leased assets that don't even exist yet. These assets will come online over the next decade, and as they do, and as Meta starts to lease them, then they will go on the balance sheet as liabilities."

"I see a lot of things to like within Meta. Everything pretty much except the the stock chart."

"This is very just huge from Meta where you have this product and it only cost 20."

"I'm going to talk about it and give you my opinion on Meta. Now, they did miss on earnings per share."

"I'm seeing a massive reaceleration in growth for Meta, and they can decide to boost this profitability anytime."

"Any kind of a company that has a product that has a website that has any kind of service to sell, they have to advertise on Meta or else they would be missing out on 3.6 billion people."

"And that was my opinion on Meta."

"Meta has also guided 62.5 billion for Q3 and the analysts were expecting 63.15 billion. So I mean no big deal really."

"Meta just reported earnings. The stock is down 9% in the after hours."

"I think 18 times earnings is low for such a company that's growing 27% in revenues especially if you take into consideration Meta's aspirations to enter the cloud business."

"28% is massive for a company like Meta, over $3 trillion, and it's been growing 20% revenues for the last pretty much seven or eight quarters."

"This is I believe an amazing advantage that's not priced in the valuation of Meta."

"I think Meta is undervalued. I don't think that was their best quarter ever. I'm just being honest, but I don't think it was as bad as it looks on the surface."

"There's another live stream going on later today with Jose talking about Meta and Microsoft earnings"

"which is why I bought the dip on Meta."

"Like if I did not own, let's say, Microsoft and and and and the meta, I would maybe be buying Google over here, but I'm personally not trying to be in the big seven."

"Same here with Meta. We did go all the way to $669. We're now back under $600. We'll see if we could end the week back above $600."

"And we've seen that with a meta, right? Meta at $600. Does it make sense?"

"Tomorrow, very exciting day. We have SoFi, Meta, Microsoft, Robin Hood."

"Now, tomorrow, Wednesday and Thursday, we have of course Meta, Microsoft, Apple, Amazon. They will report their quarterly figures."

"go watch our full breakdown of Meta right now."

"But at the end of the day, Meta's going to come out, they're going to say they're going to spend even more."

"The bulls say that Zuckerberg is essentially building Meta into a competitor to AWS and Azure, except Meta is doing it with infrastructure that's already paid for."

"While the stock was falling, the business has very much still kept winning."

"Bill Aman, one of the most successful hedge fund managers alive, has made Meta roughly 11% of his entire portfolio."

"Bare case number three, the legal and regulatory threats are massive and the stock seems to barely be pricing them in."

"Meta is pouring billions into a bet on the future of computing, headsets, glasses, virtual environments, and right now that bet is losing massive amounts of money."

"Meta is such a great company, why is the stock down 11% over the past year while the rest of big tech has been absolutely ripping?"

"Now, that's a great thing if you're big on Mark Zuckerberg, but when the stock was at $88 a share and people were calling for his head, that wasn't a great thing."

"Even after everything, the stock is still cheap relative to how fast it's growing and some very smart money agrees."

"So right now the votes are against Meta."

"If you own Meta, I need you to listen up because earnings dropped this Wednesday."

"The stock went down, but the company kept going up."

"Meta is competing for attention against Tik Tok, YouTube, and every other platform fighting for eyeballs on short form video."

"Bearcase number one, the AI spending is enormous and nobody knows if it's going to pay off."

"Meta raised its 2026 capital expenditure guidance to go from 125 billion to $145 billion."

"The forward PE is at around 21 times earnings. That is well below Meta's own historical average."

"Meta hasn't bought back its own stock since the third quarter of 2025."

"That's exactly why Meta's operating margins frequently push above 40%."

"What is the price of Meta, guys? $1.6 trillion."

"What PE and what price of free cash flow would I assign to Meta 10 years from now?"

"Mark Zuckerberg still owns 13 and a half% of Meta's total stock"

"Aman has publicly called Meta stupidly cheap and a durable compounder."

"I bought Meta at $88 a share as my low point, which is the low point by luck on November 4th of 2022."

"Meta is quietly becoming a cloud company and Wall Street hasn't fully priced it in."

"Meta is now actively leasing out its spare AI computing power to other companies."

"But on Wednesday, SoFi reports Microsoft and Meta and Robin Hood will report after the market closed."

"Meta number seven."

"You have Microsoft, Mistral, Nvidia, Palanteer, Perplexity, Meta, Crowd Strike, Service Now, etc., etc."

"Now if we have a look at what the market is expecting Meta to report because I do think that Meta is one of the most interesting ones to report this week purely because of the commentary around their business."

"As for the rest, we have Microsoft Meta, Robin Hood, ARM, Qualcomm, Lamb Research, all report Wednesday after the market closed."

"Why we do have a Microsoft, an Nvidia, a Meta, a Google that is growing much faster than Apple?"

"And in a market where you can get a Microsoft, you can get a Meta at the current valuation."

"For higher beta velocity, you look at names like Western Digital, Nvidia, Meta, or Taiwan Semiconductor."

"And I will be doing Meta, Microsoft, and Amazon for sure next week."

"And I believe could cause the market to give Google and Amazon and Meta and all of them a massive re-rating in their multiples."

"You could have just bought Google or just bought Meta"

"I'll go straight into Meta because I also believe that Meta is one of those names that yeah, pick this up right now. It's already cheap enough."

"We see Meta down 3.3%."

"Meta,"

"Meta good numbers."

"with free cash flow we've seen that before with even with an Amazon we've seen that with a meta with the flip of the switch free cash flow flips to positive"

"people who bought Meta back in November of 22 when it had crashed more than 70% and the whole world said Mark Zuckerberg had lost his mind."

"What does this mean for other [89s] hyperscaler stocks like Amazon, like [92s] Meta, and those sorts of companies?"

"What this means for Amazon [448s] stock, Meta Stock, stocks like that."

"And so, you know, what does [1082s] this mean for Amazon stock, Meta Stock? [1084s] I think they're going to all be in kind [1086s] of the same boat."

"it probably means when I say probably [800s] like a 90% probability, Meta, Amazon, [803s] Microsoft are going to have to do the [804s] same. They're going to have to up their [806s] capex outlooks."

"ميتا"

"Meta cannot stop building"

"Whether OpenAI, Google, Meta, or an unknown startup wins the AI software race, they all require the exact same physical infrastructure to function."

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১।"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"এই মুহূর্তে মেটা, গুগল, মাইক্রোসফট, এনভিডিয়া, অ্যামাজন, অ্যাপল—এই কোম্পানিগুলো সবাই খুব ভালো প্রবৃদ্ধি করছে।"

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"Meta outsources or gives away its AI capacity to unprofitable companies that are giving it to you for free."

"That is also why I chose to invest in Amazon and Meta because Amazon is an infrastructure layer that benefits from the increased adoption of artificial intelligence and Meta is using it inhouse to make its recommendation systems better."

"So heading into earning season, I think that Amazon, Google, Meta, Microsoft are all going to have fantastic earnings reports"

"And this gives me confidence in my Amazon and Meta positions, especially heading into earning season because Larry Frink is the CEO of the largest asset management company in the world."

"And I think all you have to do is take a look at Meta's financials. Take a look at Microsoft's financials. These companies are investing a significant amount of money. Yes, but their revenue growths are all accelerating."

"He recently bought Microsoft, Meta, and Amazon. And his point was very simple. You should not punish a great company for reinvesting in itself to earn bigger profits later."

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"So let's start off with Meta, the company behind Facebook, Instagram, and WhatsApp. Meta is one of the very biggest AI spenders of the whole group, and it's one of the stocks that Bill Aman just bought."

"first of all yes valuation wise you're basically paying what you would be paying for a meta purely from a PE standpoint from a price to free cash flow of course this one is way cheaper there's less about oh data center built out AI chips etc etc it's purely company that's growing steady steally top and bottom lines."

"I think from optics standpoint it's going to be great stock will pop and go even higher but right now I still think that most of the compute goes for their own internal use because well it makes the recommendation system much better it makes the advertising much better time spent on the meta family of apps increases and so that's how they're making of course all of the money."

"Zuckerberg has said building an AI cloud is definitely on the table with companies approaching a meta almost every week for access to AI models or spare compute which is funny because we have another headline that came out today. Metaine talks to lease computing power to entropic in potential 10 billion uh deal."

"We of course have some news regarding Meta, regarding Netflix, the earnings, Nebus as well."

"The backlog includes multi-billion dollar long-term delivery contracts with blue chip investment grade tech hyperscalers, of course, Microsoft and Meta."

"There were names like a meta for example even in Google talked about that names that are and were attractive before."

"Meta being down 2.6% 6%."

"I can just put all of my money in names like a Meta, like a Nebus, like a Sofi."

"Moving on to Meta. Meta still extremely undervalued in my opinion."

"I think this is Meta also trying to say that look we are still going to spend a hell of a lot of money in building data centers but if someone is willing to pay us a huge premium to use X% of our compute then okay then I think it's a good deal because this will then fund the buildout of our next data center or or parts of it."

"But for myself, I don't think that Netflix stock is the most attractive stock in the market right now, especially when both Meta and Microsoft are still trading for under 20 times forward earnings."

"However, as I said, I do not think that it is more attractive than Meta, Microsoft, and Amazon right now. And I have chosen to purchase Meta and Amazon in my portfolio instead."

"So, while Meta, Microsoft, and even Amazon are, in my opinion, very cheap in the market right now, I don't see any reason why I would own Netflix over those businesses when I think they're much higher quality, growing faster, and offering better prices."

"And again, I believe that both Microsoft and Meta are much higher quality businesses than Netflix."

"Same with Meta at $80."

"Meta is 51s basically flat right now."

"Reddit 596s average revenue per user compared to a 598s meta, for example, still very early 601s days."

"Amazon, Meta, Nvidia, Oracle, the biggest companies in the world have been borrowing hundreds of billions of dollars to fund the AI boom."

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"Six companies, Amazon, Meta, Nvidia, Oracle, Alphabet, and SpaceX have borrowed more money than ever in history"

"The [1131s] magnificent seven, Apple, Microsoft, [1133s] Nvidia, Amazon, Alphabet, Meta, Tesla [1136s] make up onethird of the stock market."

"Which let's let's take it to Meta. Let's do the other big big tech stock that I love, Meta. Where do I rank a Meta? I also rank Meta a nine at this point in time."

"Moving on to the rest here, Meta, and then we'll look at Netflix and what the market is looking for. So, Meta for me, as you know, it's it's now quite a big position. It's a huge position in my retirement portfolio. In this one, it's still 5.4% of the portfolio, up 20.8%. I do think that I think 12 18 months from now, we're going to see this being up around 100%. That's just my prediction."

"Now with Meta, what has happened? Well, what has happened is two things. One, reports indicate that Meta plans to double its compute capacity in 2027, this does not suggest a year-over-year doubling of capex as much of the spend will be incurred beforehand."

"As for Meta, it's been a couple of weeks where Meta was actually here in the red warning, no support, nothing, right? 550, 582. And then finally this week of course we're going to talk about that $669. So so above here the weekly 100 the daily 50 here as well. This is very good momentum with regards to meta. If you now say oh it has gone up too quickly then I guess look at 635 640 although even here at $670 it is very much undervalued. This is a $900 stock today in my opinion."

"Google, Rocket Lab, Meta is number six, Oscar Health, DLO, Rubric, Micron, Robin Hood, Uber, New Axon, Shift 4 is still here and it's actually holding around $50."

"All right? So, stock number 10 is Meta. You guys know I love Meta. Of course, it went on a discount last month."

"For Meta, it's putting up a $2 billion 400 MW gas plant right at their campus, and it's completely off the grid with Meta paying Williams for that power on a long-term contract."

"The massive hyperscalers like Meta and Microsoft are spending billions on this exact infrastructure right now."

"Every major tech company right now literally on the planet, think Microsoft, think Google, Amazon, Meta, Apple, they're all in a spending war."

"Meta and Microsoft specifically still trade below 20 times forward earnings, which is below the S&P 500. And I believe that they are some of the best businesses in the world. And this chart really backs up why Amazon and Meta have been some of my largest buys over the past year and why Amazon has become the second largest position in my portfolio at around 10% now."

"It's just that in this game right now, just like we've seen with Meta, unless you come out with some fancy schmancy model and benchmarks and market the, you know what, out of it, the market will not care. Right? Uh Meta today is at $630."

"And actually, we have I think yesterday read a sort of a report that said that maybe Meta is going to do the same thing for cloud."

"You are hearing this from Meta. You're hearing this from Microsoft. Heck, we've been hearing this from Palantir for a long, long time."

"But, I don't own it, so I don't need to open up a position right now. I'd rather just continue to invest in Meta because I do think that Meta is more of a no-brainer and more undervalued than Microsoft."

"So, as you can see bright green for meta back at $631, which is a key level of four the name."

"We're talking a lot about meta, about Google. By the way, meta today was up 4.7% new spark 1.1 came out. Zuck started tweeting again, so all is good. Still extremely undervalued though."

"Meta stock is down 18% over the last year, much worse than the market where AI Nvidias and things like that are booming. Don't get confused, the P/E ratio of Facebook Meta is not 21, it is 17 because they have had an earnings adjustment three quarters ago. So, 17 compared to the market's 30 makes Meta stock look very cheap. It isn't as cheap as it was in 2022, but the same pattern is evolving there."

"Microsoft Meta but they hugely betting on AI."

"ومن الأمثلة الجيدة على ذلك شركة ميتا بلاتفورمز، التي تمتلك فيسبوك وإنستغرام وغيرها. نعلم أن شركة ميتا تعمل في مجال تطوير الذكاء الاصطناعي، لكن هذا ليس نشاطها الوحيد."

"a lot of stocks are down 2% like Meta, JP Morgan, Bank of America, Birkshshire Hathaway, Tesla,"

"Meta and Microsoft's forward pees are actually below the S&P 500 right now."

"And I do think that, again, once we see the sentiment flip because Meta is showing the market that, look, we are monetizing AI, not just from our core business, but in subscription ways, maybe in the cloud deals, whatever."

"If Meta strikes a similar deal, its excess compute becomes a high-margin revenue line the market isn't modeling at all, which then leads me to the most interesting part because it's was was actually announced yesterday and that's the new image model."

"Here, Meta has started to heat up. Look at this move here today. 3 plus% $20,000 plus up in the public count on Meta here today."

"Number three, we're going to talk about is Meta Stock ready to roll again?"

"Good example is even Meta. Meta went IPO, you know, Meta, one of the greatest companies ever clearly, right?"

"Companies like Microsoft, Amazon, Google, and Meta Platforms are committing to record levels of spending on AI infrastructure."

"Meta Platforms announced a multi-generation supply agreement for Qualcomm C1000 and Microsoft Azure will deploy them too."

"That's why Nvidia, Meta, and Amazon wrote big checks directly to these suppliers."

"Corning's ticker symbol is GLW. And they lined up a separate deal with Meta Platforms worth up to $6 billion, a deal with Nvidia worth up to 3.2 billion, and a third multi-billion dollar supply agreement with Amazon."

"Just last week, Bloomberg reported that Meta Platforms is developing their own cloud business, currently called Meta Compute. Their plan is to sell their excess AI processing power to outside customers. The announcement sent Meta's stock up 9% in a single day"

"Meta and Microsoft also just signed supply agreements with Qualcomm."

"in 2022 or Nvidia during that same exact time frame where they were so ridiculously undervalued, it was just silly and stupid."

"Meta Facebook that has also been highly requested for me to analyze. And if we look at the company, the markets are doing great but Meta is down 18 almost 19%."

"So there is a lot of profitability there for Meta and that profitability has been reflected in the huge stock price run up from 2023."

"If it doesn't work like Meta, they will scrap it, lose 200, 300 billion and that's it."

"Mark was all about Meta Metaverse. He even changed the company name from Facebook to Meta only to see him lose 80 billion as he stopped doing that."

"We are now on Meta. Earnings per share as we said 33."

"the bear case for Facebook the capex the continuous capex over the year meta's first sequential drop from Q 2025 to Q1 2026"

"the day the report came out, Meta was up 89%. the last day of the trading wheel which was Thursday, Meta was down 4.9%."

"A stock that well was on the right track when the report came out is Meta. So Meta was above $600 per share, which is important because we need the stock to close the week above $600 per share."

"Now, as for Meta, Meta again to me is one of those no-brainers in the market right now and and as we've seen this week, headlines can change the sentiment quite quickly around the name."

"For Meta to get the same $80 billion, they'd have to dilute around 5 to 6%. So, you're talking about a substantial level of dilution. And even diluting any amount when the stock is this cheap does not seem like a smart move."

"When we look at Metas, it's right now at a 19. Meta is at a way, way lower valuation, which means that when you dilute shareholders, you're doing it at a much more substantial cost than when Google's doing this."

"As he highlights here, Google, Meta, Microsoft, and Amazon are becoming more capex heavy."

"But I do not like it for Meta. And I hope that they don't end up doing this for a couple of reasons."