META

"Meta is a capex problem."

"Meta got hit hard today."

"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"

"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?"

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

"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."

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

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

"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."

"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."

"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."

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

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

"Meta Platform, 14 buyers, 14 sellers."

"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."

"and Meta also a cut of 20%."

"then we have Meta at 5.74%."

"7.7 in Meta"

"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."

"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?"

"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."

"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."

"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."

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

"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."

"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."

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

"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."

"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."

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

"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."

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

"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"

"the Meta"

"I own Meta"

"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."

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

"Meta"

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

"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 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."

"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."

"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."

"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."

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

"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."

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

"Meta"

"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."

"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."

"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."

"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."

"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."

"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%."

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

"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."

"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."

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

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

"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."

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

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

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

"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."

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

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

"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.""

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

"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."

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

"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."

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

"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 "

"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."

"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."

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

"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"

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

"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."

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

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

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

"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."

"Meta had a good quarter."

"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."

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

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

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

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

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

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

"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."

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

"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 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."

"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."

"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."

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

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

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

"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."

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

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

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

"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."

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

"And that was my opinion on Meta."

"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."

"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."

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

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

"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."

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

"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."

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

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

"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?"

"So right now the votes are against Meta."

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

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

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

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

"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."

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

"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."

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

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

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

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

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

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

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

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

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

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

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

"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 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."

"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."

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

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

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

"Meta number seven."

"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."

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

"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."

"Meta,"

"We see Meta down 3.3%."

"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"

"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."

"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."

"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."

"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."

"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."

"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."

"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."

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

"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."

"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."

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

"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."

"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."

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

"Meta being down 2.6% 6%."

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

"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."

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

"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."

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

"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."

"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."

"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."

"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."

"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."

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

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

"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."

"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."

"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."

"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."

"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."

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

"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."

"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."

"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."

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

"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?"

"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"

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

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

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

"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%."

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

"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."

"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."

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

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

"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."

"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."

"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%."

"because one for Meta, Meta is still [153s] extremely undervalued."

"these tech companies Microsoft but especially Meta caught a bid. Meta was up yesterday 8.81%."

"This, of course, leads me to the DCF [945s] here for Meta, $66 approximately."

"I said [1070s] Google was a no-brainer in 2025 for [1073s] quite a long time. Yes, I can't stay [1075s] quiet about Meta. I couldn't stay quiet [1076s] about Google either."

"They're now hyping a group called Mangoes. Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX. We did a whole video on it recently."

"Meta [35s] stocks up 50,000 plus dollars for us [37s] here today."

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"You know, if Meta really if Zuckerberg [826s] really wants to go after this and his [829s] spend looks like he wants to go after [831s] this, then you got to ask yourself like [833s] what does this mean for AWS growth in [834s] future years, right?"

"own AMD heavy and then also own [1216s] Meta, Amazon and Google and you're [1218s] covered all around because basically [1220s] whichever way this plays out and today [1221s] is a great example."

"Meta here today. Bloomberg [257s] was the first to report this. Meta is [260s] planning a cloud business to sell AI [262s] computing power."

"today. AMD, [1237s] no bueno, [1239s] Meta flying, Google flying, Amazon [1241s] flying, public count, new all-time highs [1244s] today, right?"

"Meta, Amazon, Google, [1257s] those stocks move higher."

"And the chip spenders are [1135s] companies like Amazon, Meta, Google, [1137s] Microsoft, those sorts of companies, [1139s] right?"

"it's higher than most software companies like Meta Platforms."

"Companies like the ones building data centers that run Chat GPT, Google Gemini, Microsoft Copilot, and Meta's AI infrastructure."

"Tesla, Meta, Micron. That's all AI."

"Look at Meta up $12,000 here today."

"Meta was up 2.2%."

"I got big news regarding Micron, AMD, Meta, Google, those sorts of stocks here today, okay?"

"MU, AMD, Google, Meta, all this stuff."

"So, let's call it about 174P on Meta. Right now, when you look at where many stocks in the market trade at, they're kind of in that 18 to 26 range."

"They're going to pass it along to Meta, Google, Amazon, all those sorts of companies, right?"

"Now why are they they doing that? That's because, you know what, why is Meta not commanding a higher Ford P? mainly because they're spending so much money right now and people are very concerned about that."

"We're looking at Meta Stock, right? Meta stock has a forward P just under 17."

"You think Meta couldn't figure out how to get in the memory chip business if they want?"

"then you could be looking at a situation where Google, Meta, Microsoft, Amazon, those companies are kind of seen as winners in this environment because you know these are the companies that are having to spend fortunes of money on memory specifically high bandwidth memory right so the big spenders could be seen as winners and you look at a day like today with all this kind of a lot of negative headlines in regards to micron and the stocks that saw huge benefits today is Google was up like 5% Ama"

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%."

"And it's not just Microsoft, it's also Amazon, Meta, and many others."

"Some of the biggest names like Meta, Microsoft, and Amazon have actually been lagging and by a wide margin."

"As for Meta, again, stock still under pressure here. Company still has a lot of headlines every single day."

"So, next up is Meta. Hey, I can pretty much say the same thing about Meta that I just did with Amazon."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"But while Google builds custom chips for themselves, Broadcom builds them for everybody else, including Google, Meta, OpenAI, and Anthropic, making them one of Nvidia's biggest direct competitors."

"Let's start with Meta Platforms. Meta currently trades at around 20 times earnings, which is the lowest multiple in the entire Magnificent 7."

"Meta is down again"

"I guess it still makes a lot of sense to pick up names like Amazon, like Nvidia, like Google, like Microsoft, like Meta, and the list goes on and on and on."

"Meta is at $1.39 trillion in market cap right now. So Micron surpassed Meta."

"We're going to pick, in this case, we're going to pick two of the biggest or some of the biggest companies on the planet in Microsoft and Meta."

"Can plug into Google ads into OpenAI, even into meta advertising. All of those platforms are accessible on Zeta."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."

"Two, we're talk about meta stock in this video. I thought I'd dedicate a portion of this video just to talk about meta stock and is that stock broken? And kind of what are my thoughts on Meta?"

"Meta was $700 plus at this time last year. And that stock just continues to flounder at $500 something dollars. Now, at this point in time, look at even the great Nvidia."

"So when I compare Netflix in [904s] the market today versus Meta or Amazon, [907s] I think the latter stocks are looking [909s] much more attractive and that is really [911s] why I am not buying Netflix here."

"Just yesterday, Meta [657s] announced that it's launching Instagram [659s] on TV."

"But given where a lot of other [618s] stocks are in the market like Amazon, [620s] Meta, Microsoft, Brookfield Asset [622s] Management, Marcato, Libre, I simply [624s] think that those stocks are offering [626s] much more value here and those [628s] businesses are also growing much [630s] quicker."

"Sure as heck glad we didn't go chasing McDonald's and other stocks like that and instead decided to chase the Metas and the Palantirs and those stocks, uh, you know, down at those lows because obviously we made a fortune on the back end of all that good stuff."

"With regards to to a meta, of course, meta is still still being put under pressure. I do think a lot of the momentum will change when we get the next earnings report"

"I can talk about Meta every single day of the week."

"Meta, Amazon, Microsoft, and Nvidia."

"Because at 25 PE, Netflix [423s] would be more expensive than Meta, more [425s] expensive than Microsoft, as expensive [428s] as a company like Google."

"So guys, Meta is another company that everybody looks at. I'm going to pull up my stock analyzer tool, and I'm going to do my 15% assumptions in here."

"Meta, 500."

"SoFi, Google Alphabet, Rocket Lab, Oscar, Meta, Cash Position, Micron, which is crazy to say that yes, I've taken profits along the way, but I'm still up 1,153% on the remaining shares here, DLOC, Rubric, Robin Hood, Uber, New Holdings, Netflix, Reddit, Shift 4, Axon, and then these two positions here."

"And of course, if Meta continues to drop, then I guess then I guess we'll take that."

"As for Meta, clearly you can see right here, broken weekly support."

"two weeks ago I did add to Reddit, to Netflix, to Uber, to Meta."

"Meta I've been adding cuz it's cheap, but you could make the point that okay, this is maybe trying to catch a falling live maybe."

"Let's talk about Rocket Lab, Axon, SoFi, Marcado, Libé, Meta, Uber, New Holdings, and Netflix."

"Paul, do you realize you could buy Birkshar Hathaway and Meta for the same price as SpaceX? And I was like, oh my gosh. Now, do I think SpaceX will grow faster than Birkshshire Hathway and Meta? I do. But I think Birkshshire and Meta at current prices is a far better long-term return than SpaceX at current valuations."

"Now, moving on to the second stock that I am actively buying in the market and it has become a larger position in my portfolio at almost 5% now. This one is Meta."

"Meta, Tesla, Birkshshire Hathway, and JP Morgan rounding out the top 10."

"Then you have Meta, Walmart, Google and Broadcom."

"Fifth and final stock, Meta, the company behind Facebook, Instagram, and WhatsApp. Here's a number that's even hard to picture. Three and a half billion people use Meta's apps every single day. Guys, that's almost half the planet. And the business is booming."

"Okay, so Meta fell over [18s] 5%."

"generating 97 close to 98 billion as we've seen also the growth rates. So, it is a more valuable company than a Meta again. Could it work out? Sure. But if I had to choose, I think the choice is quite easy."

"Google, Microsoft, Meta, SpaceX, entropic, open eye, everyone is chasing, everyone is going public."

"there were rumors that Met is going to raise capital"

"It's Google, it's Meta, it's Microsoft."

"then Meta"

"So, Meta $1.44 trillion company"

"Meta down 18"

"where is meta in this whole AI story"

"pushing Meta Stock down"

"we will have to start with the most obvious one, which of course is Meta"

"what has happened before when Meta stock crashed"

"So, we'll start off with Meta"

"we can see the same thing with Meta"

"We have Meta here at number eight"

"6.6% increase to Meta. So, another three shares there. That's why Meta is now here number eight."

"or even buy a Meta or a Google or an Amazon or a Microsoft or an Nvidia, which are all trading in my opinion at very attractive valuations."

"Meta, as you know, don't mind adding there."

"but let's jump into the number 10, which is Meta. This stock actually fell three spots, and I honestly, I can't figure out why. I mean, it's it's cheaper now than it was, you know, just a few months ago whenever it was moving up the list lower and lower and lower. Here it is. It fell down three spots. You guys know my thoughts on Meta. Great business. I absolutely believe it's going to be one of the big winners in the AI race."

"Amazon, it's negative. Meta, it's almost negative."

"magnificent seven stocks, like Amazon and Meta and Google and and Apple and many of them, are one of the best companies in the world that you could own in your portfolio."

"investors are comparing Meta to Micron and they're feeling bad that Meta is underperforming Micron instead of taking advantage of those amazing opportunities on one of the best companies you could own in the entire stock market."

"But, if we look at Meta, again, it's trading at 17 times earnings. I mean, I can't believe it, guys."

"For 17 times earnings, I think that's a pretty good deal, you know?"

"The stock is trading at 20 times earnings. 20 times earnings is very cheap for a semiconductor like Meta, especially if I compare it with other stocks like AMD, which I believe is overvalued, like Marvell, which I believe is overvalued, and even Silvress."

"Like Google is raising equity, Meta is looking to raise equity to fund AI CapEx because they spent 100% of free cash flow, they took on the debt, there's nothing else to do but to raise cash, and investors are pressuring those stocks."

"Now, even though Meta is cheaper on a PE basis, I believe Microsoft is cheaper than Meta."

"So only imagine the multiple of meta or maybe Microsoft if they decide to follow the Apple playbook then the Wall Street would reward them."

"And even Meta is looking to crack down on skyrocketing AI cost by imposing limits on employee usages."

"Because Meta is an amazing company because they have access to 3.3 billion people."

"Now I always get the question that what is going to cause Adobe to go up and I get the same question with Meta because Meta is trading at 17 times or the stock is not going up."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"I should also mention Meta Platforms since they reported 56.3 billion in revenue, which is up 33% year-over-year."

"Broadcom co-designs custom chips based on the specific architecture, the specific applications, and the specific data center that they'll go in. Set another way, Broadcom's AI business is about designing applicationspecific integrated circuits or AS6 for companies like Google, Meta, Apple, and Open AI."

"Microsoft, Google, Meta."

"Broadcom has locked up the biggest AI [540s] customers, Meta, Google, and Open AI [544s] with multi-year deals running through [546s] 2028."

"Amazon, Microsoft, Google, Meta, OpenAI, [274s] they're tired of paying enormous prices [276s] for Nvidia's chips."

"Meta down another 1.3."

"I don't think they're smarter than whoever is working at Meta or Amazon or Google or Open or Entropic, etc., etc., etc., or Jensen, right?"

"I personally own Meta and [385s] Amazon. I do not own Microsoft right [387s] now. But I do understand why that stock [390s] is looking very cheap and also why [391s] investors are buying into it. So now let [394s] me show you a quick reason why I believe [396s] that Meta, Microsoft, and Amazon are [399s] looking compelling in the stock market [400s] today. So let's start off by taking a [402s] quick look at Meta, which is now selling [404s] for only $584."

"Number [396s] three is Meta. Now, let's think about [399s] this here for just a second. I know it's [400s] controversial. I know everybody, you [402s] know, has various takes on this. But, [404s] Zuck Bottom line is, Zuckerberg is still [407s] young. He will probably still be the CEO [410s] whenever I die, because I'm I'm older [412s] than he is. So, he's probably still [414s] going to be there in the end, and it's [416s] not like he's not continued to push Meta [417s] to new heights, new height"

"We do have one green, barely green, and that's Meta. Meta to me, again, under $600 at $600 is a no-brainer. Because with Meta right now, the story is more about narrative than what the actual company does."

"You also have Threads from Meta, which is a stock that I own, but Threads isn't doing really well. The traffic is down like 50% over the last year, and and I don't know anyone that uses Threads to be honest."

"Southwest, Nike, Builders First Source, Uber, Lululemon, American Express, Sprouts Farmers Market, Meta, Intuit, and PayPal."

"By revenue, it's not even in the top 200. And that's just the beginning. SpaceX has three classes of stock. Class A is what the public gets, which comes with one vote per share. Class B is what Elon Musk and insiders get to keep, 10 votes per share. There will actually also be class C shares, but they haven't been issued yet, and they come with zero votes. So Elon Musk owns 42% of the shares, but controls 85% of the votes. He's the company's CEO, CTO, and chairman of the board. That means the on"

"2022 when I was buying up shares like crazy and a lot of you guys were too uh in Meta and you know basically under 100 bucks or so."

"And everybody talking about Meta's dead, Meta's over, you know, Meta's going nowhere. It's dead money, you're wasting your money, all types of things like that."

"I do own Meta, of course, so that's already advertising, social media, and most importantly right now AI, which we'll focus in a bit."

"Meta, I'll touch on Meta in a bit."

"Shares of Meta dropped more than 5% after the Financial Times, that was on Friday, Financial Times reported that the company could potentially raise tens of billions of dollars in a stock offering to fund its AI investments."

"One of the names that well did not participate in this whole bull run, but definitely will participate in the downturn is of course Meta. I am still very bullish on Meta."

"Meta is down 5 and a half%"

"the index would have been forced to sell other companies like Amazon, Meta, and Invaria for them to include SpaceX, but that's not going to happen."

"a Meta. Meta is still in the same range here, 600, 620 or so. still very very cheap. I do think it's a very big opportunity. Yes, it's still a name that I'll continue to accumulate because the riskreward here just makes a lot of sense."

"Quickly moving to the most obvious one here and that's of course Meta. You might say, why not just focus on Meta instead of maybe adding also Reddit? Well, very good point. Very good point. Reddit is just maybe more of a also disconnected type of story. But Meta in my opinion at even at this size, it just I don't know, valuation just doesn't make any sense to me."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"Meta signed a separate 20-year contract for the entire 1.1 gawatt output of the Clinton Illinois plant."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"We'll talk about Microsoft Meta and I'll touch on Broadcom, Crowdstrike, and Palo Alto's earnings report as well."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"Right now, Meta Stock has started to move here, right? The stock was up over 4% here today. Up $524,000 on this particular stock."

"Meta125 to $145 billion in capex for the year. $25 billion bond sales here as well."

"With regards to Meta, it is in the whole AI story yet not participating in this whole bull rally, but eventually I do think it will just like Google did mid last year."

"Meta is doing approximately the same but it doesn't make sense for them and so we're not rewarding that company."

"If you look at a Meta, we definitely do not see the same reward."

"To me it's just a matter of time until the market recognizes that what they are doing with Meta stock right now does not make any sense."

"As for Meta, you can see that we're back here around $600 per share, which has been a sort of a support area for the past couple of weeks."

"This is why I think Meta is still in a very very good position."

"No, Meta Meta is down 4% today. Why? I don't know."

"And so, as for Meta, why is Meta down today? I don't know. I don't know. And like I said before, I don't really care because if I can accumulate more shares of Meta at around $600 per share, $1.33 trillion, while we're getting into a SpaceX IPO, that's going to be closer to 2 trillion. While a lot of companies are trading at super high premium, super high multiples, you can get this great business for very cheap."

"Meta 4.8%. I still think Meta is extremely undervalued and I do think that over a past, that's again my opinion, over the next 12 months or so, we should be closer to $1,000 per share."

"Let's move on to the final stock on this list, and it's going to be Meta. Hey, look. I know it's not everybody's favorite. I understand that completely. I understand. A lot of folks don't like Zuck."

"Here's what happened after Meta's IPO."

"With a giant 51.3 billion AI server backlog and tight enterprise partnerships alongside software giants like Meta, OpenAI, Palanteer, and Hugging Face, they have secured a front row seat to the infrastructure rollout."

"Then Mark Zuckerberg basically said, "Yeah, we could do that at any point and they get asked literally daily if they can sell compute to their customers because everyone needs compute right now.""

"All right, let's now move on and discuss Meta because they just had their AGM yesterday and they also had some pretty large announcements that caused the stock to see an initial spike."

"Now, I think that this is actually very bullish for Meta's business, because it's no longer a user acquisition story, Meta's overall cash flows and revenue growth."

"I think that Meta's advertising business is very attractive."

"And I think that Meta is very slept on in the stock market right now."

"So by Meta continuing to diversify their revenue streams and their cash flow streams, I think that they could see some multiple expansion especially if these subscriptions turn out to be successful and a significant amount of people end up paying for them."

"Which actually leads me nicely to the next conversation that I want to have, which is actually surrounding a conversation that I had in my Discord recently that it's arguable that Meta's business is seeing the most tangible benefits from their capex spend because their their growth is accelerating and that growth is coming"

"versus Meta or Microsoft or other amazing highquality companies"

"Now, the main question I get on Amazon is why I chose Amazon. Why isn't it Meta?"

"Meta"

"Meta,"

"You can see that one, two, two names. One is [358s] Google, the other one here is Amazon. [361s] Only two names are beating the Q's and [364s] the S&P, right? Because the the EQs are [366s] up 17% S&P 9.1%. [370s] That's it. And I'm talking here about [371s] the hyperscalers and the big tech [374s] company that is meta that technically [376s] speaking if Zuck decides two quarters [379s] down the line to say actually we've [380s] reached an agreement with I don't know [382s] Entropic or whatever "

"But I I see the sentiment [470s] around an Nvidia Meta and Microsoft [472s] like, "Oh, this it doesn't make any [474s] sense. Why are these stocks not going [475s] up?""

"Meta's trading at an, you know, eight or nine, you know, PE and we got McDonald's over there at 50 and you're telling me McDonald's has anywhere near the growth that Meta's putting up or near the cash flow or anything."

"First move, Meta. And [27s] I want to start by telling you what Meta [29s] actually is, because I think a lot of [30s] people use it every day without thinking [33s] about how the business works."

"Now, guys, one of the biggest lessons I ever [157s] learned was on Meta. I was smart enough [160s] to be buying Meta as it fell. I was [162s] smart enough to ignore the noise, but it [163s] didn't matter because I sold Meta too [165s] quick."

"So, let's pull up Meta [204s] and just try to determine what do we [205s] think this the company is worth right [206s] now."

"Here is the last assumptions I made [417s] about Meta. I did 7, 12, and 17% revenue [421s] growth for the next 10 years."

"Then we have Micron 6.56%, cash position, Meta, Oscar Health, Dlo, Rubric."

"every time I try to look at another name, I just end up with the same answer, and that's just buy more meta."

"Microsoft, Apple, [676s] Google, Amazon, Meta are genuinely [678s] profitable businesses with real earnings [680s] and high returns on capital."

"So I've seen it with meta. Meta is showing efficiency. The market likes it sometimes when they show efficiency"

"Met up $2,300."

"Um I I'm not expecting uh Google or Meta type of money printing, right?"

"This is something we've seen from Meta, we've seen from Amazon, we've seen from Microsoft, and even Intuit with 17% of the workforce."

"Bigger than Meta, bigger than Google, bigger than anything ever seen."