META

"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."

"Honestly, he's more prepared for a lot of these questions than even Zuckerberg. My beautiful Zuckerberg. Okay. Termine is honestly more prepared for questions than Zuck. Like, I listen to Zuck sometimes on conference calls and I'm like, gosh, man. Do you even know how to answer questions? Like, like he'll give some kind of like not clear answers, which is why also Meta is not a thousand plus dollar stock like it should be, right? And why it's, you know, just the crapper, you know, it's $600 righ"

"Meta [241s] Platforms went public in May of 2012 as [244s] Facebook, one of the most anticipated [246s] IPOs of all time."

"Based on [1160s] everything we saw with Palanteer, Meta [1162s] Platforms, and ARM, that could be a [1165s] great opportunity to get rich without [1168s] getting lucky."

"Meta. Hey, I like seeing this one on here because we're getting a discount on Meta right now, really for the same reason why we should be getting a discount on all of the Magnificent 7 right now. Uh capex spend. Uh, obviously I know there's some legal things, but there's always legal things with Meta. That's nothing new there. But this is another great company, great stock. Great to see it on this list and us buying it here as retail investors."

"Meta is on the list because the stock is down 23% from its recent high of $796 back in March. While the price was getting cut, the business was doing the opposite. Revenue grew 33% year-over-year, and operating margins expanded over 800 basis points in that same window."

"Meta had pretty much cut the Reality Labs budget and delayed the next mixed reality headset, pivoting hard into those Ray-Ban AI glasses. And that bet sold more than 7 million frames in 2025. AI glasses are the actual wedge into the next consumer device category, and they're betting hard on it."

"For their size, Meta's PEG ratio it sits at 0.93. So, for context, at the end of the day, the stock pulled back 23% while every fundamental is just getting better."

"What did all the companies do? Meta 3 to five, five and a half, Google 3 to six, Microsoft 3 to six, Amazon four to five, not that much."

"Meta 27.2"

"Meta"

"Well, [250s] we see that he bought Meta"

"Meta, Alphabet"

"and Meta as well."

"He added to Meta"

"Number one, similar to Meta, even though Meta hasn't taken off yet, the the valuation is superb, the company is superb, the leadership is superb, the cash flow is superb"

"Meta,"

"Same exact thing with Google, same exact thing with Meta, you name it."

"Now, let's talk about the first stock and that one would be Meta. All right, let's talk about Meta right here."

"you're getting an easy money stock kind of like we got with Google last year. You could be looking at the exact same situation with Meta in short order here and it won't take much to fall down to those levels either."

"Now, the third most bought stock by amongst, you could say, the popular investors or super investors was Meta. Meta has been extremely weak this year. It's down 5% relative to, again, an S&P 500 that's up eight and the Nasdaq's up like 12%."

"We have [302s] Meta here still fluctuating around $616 [305s] per share. To me, as you know, Meta is [308s] the Google of 2025, completely [310s] misunderstood. I think it's a great [311s] opportunity for most long-term [314s] investors."

"I think I can find a hell of a lot more [467s] value in names like Meta"

"Let's go ahead and take a look at Apple, Meta, Amazon. Oh my gosh, Apple the slowest of the bunch. 12% revenue growth expected for current year. Meta 27 12%."

"I thought they already delivered a drone to Meta or was that"

"I think Meta came out and said that they're going to have the useful life of of some of their own chips going up to seven years now because of the increasing memory costs."

"to add yes to more for me to more SoFi to more meta to more DLO Robin Hood even Netflix and maybe new"

"Another name that gets zero love despite it being quite a big player in this AI space, but then again it doesn't have an AWS, a Google cloud or an Azure. It's one that is spending quite a lot of money on GPUs, on data centers, but it's also one that is already seeing quite a lot of positive returns on its core business. And that's Meta. Meta is still down 7.4% year to date."

"The hyperscalers, Microsoft, Amazon, Google, Meta, and Oracle are spending over $700 billion on AI infrastructure this year."

"Hood, Palantir, Meta, and Netflix. Them are your four sleepers, okay? Everybody write the four sleepers, Hood, Palantir, Meta, and Netflix, okay?"

"If you try to play Netflix, Meta, you know what I'm saying, any of those type of plays, okay?"

"We have Meta. Meta's down 20% from its all-time highs, right? They just had 33% revenue growth last quarter and it's still down 20% from all-time highs."

"Meta Platforms recently [317s] committed to 6 GW of AMD's Instinct GPUs [321s] with 1 gawatt for fully customized [323s] MI450s built exclusively for Meta's [326s] workloads."

"Now, Meta only gets those shares [352s] if AMD stock hits $600, which would be [355s] around a trillion valuation. But today, [358s] AMD already trades over $450."

"Meta [728s] just committed to building six gawatts [730s] in data center infrastructure using [733s] AMD's chips."

"Meta. They [1060s] own Facebook. They own Instagram. They [1062s] own WhatsApp. Over three and a half [1064s] billion people use one of their apps or [1067s] so or pieces of equipment every single [1070s] day."

"Okay, well uh meta ain't ran yet."

"Companies like Meta, Amazon, and Google, they are spending insane amounts of money, billion, hundreds of billions of dollars on AI infrastructure, data center, chips, power, all of it."

"As long as Meta stays around $600, to me is an easy ad."

"No, because probably I'm taking that money and I'm putting it to maybe Meta, maybe SoFi, maybe some other name out there."

"year-to-date a Microsoft is down. A Meta is down. SoFi is down. Financials are down."

"Uh with meta recently slipping again. It could get cheap enough for me to start gobbling up shares again that will print easy money in the end."

"Zuck was ruining Meta and the stock fell all the way down to 80 in 2022 and it had a PE of nine. Okay, that is bankruptcy pricing. Okay? That's what it was priced at, which means it was easy easy money to be made on the back end. So, we bought and we bought and we bought despite the narrative being the exact opposite everywhere all around, all right?"

"Now, Meta seems to die every few years. I've been buying shares for years now, and each time it dips, I look dumb because, of course, it dips and sometimes really, really hard. But, of course, in the end, you see it ends up looking quote-unquote genius in the end, where everyone questioned why I was buying and I looked dumb in the short term."

"It is now up 277% [60s] for us, uh which is only getting beat [62s] out by Meta, which is at 524%"

"But, overall, [523s] even look at a stock like Meta. Meta's [525s] down probably what? 20% from all-time [528s] highs, 15, 20% somewhere in there [529s] roughly."

"You look at Microsoft, Meta, even OpenAI, these are all software executives."

"In today's video, I want to go through [1s] Meta's Q1 2026 earnings results because, [5s] as I'm sure we all know, the stock [7s] dropped roughly 10% after it reported [9s] its earnings"

"But overall, I still think that [185s] these were very strong results, and it's [187s] pretty incredible to see that Meta is [188s] growing their revenue by 33% on 56.3 [193s] billion of revenue generated."

"And I think [394s] that this shows that Meta's overall [397s] advertising business is improving and [400s] generating more revenue across the [401s] world."

"So now let's get into some [634s] of the negatives that I found in this [636s] quarter. And the first one is that [638s] Meta's daily active people on their [640s] family of apps declined quarter over [642s] quarter."

"However, the capex is also going to [840s] improving the advertising business and [842s] that is clearly paying off in my [845s] opinion. The business is accelerating. [847s] Revenue is growing 33%. Meta is taking [850s] market share and growing faster than its [852s] competitors and cash flows are also [854s] growing."

"Now, this is actually one of the main [135s] bare arguments that I have seen online [137s] is that Meta's costs and expenses are [140s] growing at a faster rate than revenue, [142s] which is causing their income from [143s] operations to not grow at the same rate [146s] and their operating margin to decline [147s] slightly. However, in my opinion, 30% [150s] operating income growth is still very [153s] very strong."

"Then lastly, they [296s] say, "We continue to monitor active [298s] legal and regulatory matters, including [300s] headwinds in the EU and the US that [303s] could significantly impact our business [304s] and financial results."

"And in this chart, we can [557s] clearly see that Meta is the company [559s] that is growing the fastest. And Meta is [561s] about to overtake Google as the largest [564s] online advertising platform."

"This means [603s] that Meta is taking more market share of [606s] online advertising spend and in a big [609s] way. More and more advertising dollars [612s] are flowing into Meta's business, which [615s] suggests that Meta is providing [616s] advertisers with the highest return on [619s] ad spend."

"And I think that this is why the market doesn't [823s] believe all the capex spend that Meta is [825s] doing because it honestly sounds like [827s] Mark Zuckerberg is going down another [829s] speculative bet phase like he did with [831s] the metaverse."

"But ultimately, I think that the [1155s] stock looks undervalued even on my [1158s] personal pessimistic DCF and scenario, [1161s] which is really the core reason why I [1163s] continue to buy into the stock into this [1165s] weakness and into the negative [1167s] sentiment."

"So, I want to show you the good [109s] and the bad, why the stock dropped and [111s] also why I have added some more shares [114s] on this drop and increased my position [116s] to Meta."

"Now, this [257s] is another one of the negatives from [259s] this earnings report because Meta [261s] increased their capex guidance by $10 [263s] billion this year, but they're saying [265s] that it was mostly due to increased [267s] prices for hardware."

"This shows that Meta is [433s] having one of the best starts to the [435s] year in over a decade."

"The [687s] other really bearish news that is being [689s] spread around is simply how much capex [691s] Meta is doing now. Their capex came in [693s] at $19.8 8 billion for the quarter [696s] versus 13.7 billion last year, which is [699s] a growth of almost 50%."

"So even in my pretty [1000s] conservative DCF, at least in my [1002s] opinion, it still shows me that Meta [1004s] stock is looking undervalued in the [1006s] market today and could produce some [1008s] pretty stellar results going forward."

"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."

"Meta came out with their earnings up $570,000."

"I said before Meta spend is getting out of hand, hitting multiple line items. And that's exactly what we're seeing. Said I said it's going to get worse before it gets better here with Meta, too."

"Meta"

"Meta recently signed an agreement with AWS to power Aentic AI on Amazon's Graviton chips."

"it's really Amazon, Microsoft, and Meta. Those are the companies that I think are looking the cheapest and offering the most value to get exposure to the growth of artificial intelligence."

"Meta Platforms, the social media and digital advertising machine increasingly leaning into AI-driven ad targeting."

"Meta 17.3%"

"Meta two,"

"Meta two."

"Meta is fourth at 30.1%"

"Meta follows at 24.8%"

"Meta is fourth at 22.9%."

"Meta 39.2%,"

"Meta four,"

"Apple and Meta sit right behind them at four each."

"Meta earns third."

"Meta scored four."

"Meta's up 182%."

"But in [596s] regards to applying that [597s] application over a large, large scale, [599s] that right there is where companies like [600s] Meta and Google and Apple and others are [601s] going to really dominate in regards to [603s] that."

"I [438s] think data driven businesses like you [440s] look at Meta for example you look at [441s] Tesla companies that have all this [442s] internal data that you can use to train [444s] their models. I think they're going to [445s] be the long term winners because they [447s] don't need to buy that data right"

"So when I look at like a meta [524s] think about it they have tons and tons [526s] of personalized data. That's the reason [527s] why their ads are the best in the [528s] business right there with Google. That's [530s] the reason why Google is so well as [531s] well."

"deepening relationships with major customers such as Meta Platforms, OpenAI, and a robust product roadmap that includes next generation data center solutions with the anticipated launch of the MI450 series and Helios ahead."

"As many of [18s] you know, I do own Amazon and Meta's [20s] stocks and these are stocks that I have [22s] been saying are looking cheap for [24s] months. And surprisingly, even though [25s] they just rallied over 20%, both of [27s] them, I do still think that they are [29s] selling below fair value."

"All right, let's now move on and [1127s] discuss Meta's new model, which is Muse [1130s] Spark, because the stock has been [1132s] rallying pretty aggressively since they [1134s] announced this new model."

"And I also [1474s] think that it is going to co"