META

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I like buying the stocks of the companies I'm already a consumer of

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Buy it now

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We're going to buy this thing

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what I'll be doing is likely looking to add more shares. ... Probably the next stock I'll add when I buy a stock, when I add a stock, it's likely going to be Meta Platforms.

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However, overall, I still think this is a very attractive stock to buy.

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if you're bullish on AI, you're bullish on Meta and you want to buy a great company at a fair price relative to what they earn, whether you're looking at operating cash flow or earnings per share, Meta Stock today looks like a great business at a fair price and you have a little bit of a margin of safety.

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Those have all been great times to buy Meta Stock.

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but is this actually a buying opportunity for long-term investors.

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So, let's get to the top five stocks to buy that have sold off. And to help find these companies, I set up a screener... The first stock I'm going to bring up today is Meta Platforms, ticker symbol MEX.

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Meta being one of them. There's a concern of them possibly overspending, right? They They have a history with that, but I love Meta.

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We're able to buy Meta now at around $546 per share.

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Okay, here's one. Maybe the cheapest of all. Maybe I'm going to walk you through this one. It's a hated stock, but I'm going to walk you through it. It's called Meta Platforms... Meta, it's at the price.

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I THINK AN ASSET LIKE THIS THAT CAN PROBABLY SUSTAIN 20% COMPOUND EARNINGS GROWTH IN THE FUTURE, THAT'S GROWING ITS TOP LINE AT 25 TO 30% WITH 30% OPERATING MARGINS. WHILE DEEP IN INVESTMENT MODE, YOU KNOW, I THINK ALL OF THAT ARGUES FOR A MULTIPLE THAT COULD GO 25 TIMES.

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THE MAGNIFICENT FOUR ARE THE WINNERS.

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MET OR GOOGLE OR APPLE OR TESLA OR MICROSOFT. THERE'S NO JOY IN MUDVILLE. THESE STOCKS HAVE DONE NEXT TO NOTHING. ... I AM NOT TURNING TAIL ON THAT GROUP. CALL ME A BUYER.

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Call me a buyer there.

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analysts are bullish. 90% have a buy rating. The rest have holds, no sell ratings.

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He actually increased his Meta, Microsoft, and Uber positions while retaining a major Amazon position.

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They're looking to buy this buy shares if at all 10 to 15% lower.

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this would be a good time to like add in shares here for, you know, for 2028 or for 2030. So I I'm I'm I remain bullish on that.

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Google, Amazon, Meta does as well, right?

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Meta right now I think is probably the cheapest because they got sold off a ton on their earnings. Okay, so you buy that.

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Meta is my number one buy.

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I'd consider building a position purging stages run assuming September volatility is finished.

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My verdict is a buy not a sell but I position it more carefully than visa or mascarn because the legal tail risk cannot be modeled precisely but I wouldn't abandon Meta at around $550.

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So meta my highest conviction large cap purchase in the group although I'd build a position in stages while the trial remains unresolved given there could be a lot of volatility.

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at around $546, my decision is a buy, but specifically a gradual buy, not all in purchase

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my conclusion for Meta is cautiously positive rather than blindly bullish

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So, my current view remains closest to the $734 base case at around $592. I think Meta offers a reasonable margin of safety. Not the kind of obvious bargain we had during previous Meta crashes, but still enough upside for me to remain constructive.

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I consider it a buying tanches, but investors must be comfortable with several years of heavy spending as well as uncertain AI returns.

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At number one, Meta. the highest spending risk but the lowest expectation and widest margin of safety. I give this a buy gradually verdict.

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I wouldn’t build the entire position in one transaction because spending could continue rising. But at this valuation, I’d be comfortable accumulating Metagradely. My verdict would be buy and the strongest opportunity among the five companies that reported.

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Meta is now a buy for long-term investors who can tolerate spending uncertainty and further volatility.

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I classify the stock as a buy, not an all-in buy.

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So I say buy but expect earnings volatility.

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My verdict today, Meta is a buy.

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So I'd say Meta is a buy today.

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another strong buy from Wall Street.

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Taiwan Semiconductor, Alphabet, Meta, and Netflix bought those.

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Meta, from now until 2030.

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This loss does not mean that runner-up giants like Google and Meta are failing businesses as both demonstrated incredible profit efficiency and attractive valuation metrics that make them outstanding core holdings.

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Meta

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These aren't the only ones, but this is a list of the best ones. Alphabet, Microsoft Netflix Nvidia Meta and Uber.

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I do believe this is screaming by right now.

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Super investors absolutely love Microsoft, Meta, and Visa at these prices.

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it was revealed he did indeed Meta to his portfolio

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To be completely transparent on where I stand, I think the sell-off is not completely justified. I think Meta is trading at a fairy ver valuation at its current levels now down to $528 in after hours. With that being said, if you buy in right now, you have to understand that you're going to be riding out 3 to four more years of significant capex spending.

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it also means you get an opportunity to buy an excellent company at some of the cheapest valuations ever.

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Meta and Google are still lagging, still buys in my opinion.

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Meta obviously super interesting to me because it does have this long trend line since August of 2025. And if this compute business is real and they are going to be able to maybe outpace some of these smaller uh Neoclouds, if they're able to compete with them and the market sees that it is a path of revenue for Meta, we could see Meta finally break out of here.

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I told you last week that these stocks were no-brainers. Absolute no-brainers.

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here's why I think that this drop could actually be seen as a buying opportunity for the longer term.

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Meta was far and away the best buy out of all of them, uh, dropping about 20% this week on some earnings that I actually thought were fantastic... and, uh, with the stock down as much as it is, I've actually been scooping up shares of Meta Stock myself, too.

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get a buying opportunity on. And that is the social media giant Meta, ticker symbol META

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And I am looking to buy some.

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I am not buying Google or Microsoft and instead I am buying Amazon and Meta.

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And now we'll move on to the next company on the list, which is Meta Platforms

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The plays I got for you guys that should be on your radar. Meta coach put 50,000 into that one.

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keeping your eye on Meta

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So, Meta would round out three stocks you need to buy today.

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Think about Meta. I told you back when this was 400. Get it because it's gonna go through 500 and we already knocking on the door 600.

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Meta would round out three stocks you need to buy today.

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think about Meta. I told you back when this was 400. Get it because it's gonna go through 500 and we already knocking on the door 600.

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Meta

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I just think that there is more attractive stuff out there in the market today like Meta. I think Meta is offering a lot more value and could produce significantly more returns over the long term from its current price.

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that's ultimately why I have continued to buy so much Meta over the past few months and make it a larger portion of my portfolio because I do not believe that I am paying for all of the future potential upside that we have talked about.

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I continue to believe that Meta is one of the best buys in the market today.

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I have bought more shares and I have continued to increase my Meta position quite significantly while all of this drama has been happening and the stock was under $600.

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For me as a long-term investor, I am viewing these short-term negative news, negative sentiment, negative headwinds, increased legal fees, slightly declining profits as an entry point for a long-term investment

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I have been consistently scaling up my Meta position in the market as well

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if it does, I'm just going to continue buying and nibbling and scaling out my position.

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I believe that right now is a very nice entry point into Meta.

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Yes, I was buying shares in this dip.

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I have been buying a lot of Meta and Amazon in the market.

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I think that the stock looks cheap if they can continue to grow and the business continues to prove that its capex ROI is positive.

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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.

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So on that thesis, the stock looks extremely cheap today in my opinion, especially in after hours trading.

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I have chosen to purchase Meta

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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

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I have chosen to purchase Meta and Amazon in my portfolio instead.

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why Amazon and Meta have been some of my largest buys over the past year

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I want you to imagine getting a second chance to buy Tesla or Meta or Palunteer below the IPO price.

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Meta is one of the only big tech stocks right now that is actually still relatively undervalued

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My prediction is that this is the bottom for Meta.

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Meta, which is one that I like because of the underlying business there.

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I've wanted to buy Meta for some years, but it was always so expensive.

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communication services I hold a lot which includes uh Meta uh Google and Netflix these are the three biggest communication services and and meta is down for the year Netflix is down for the year but I don't uh mind because I've been accumulating shares long run they will do very well in my opinion

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I had to buy more meta.

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Meta is very cheap. Meta is undervalued. Meta is cheaper than a Netflix. It's growing faster than a Netflix in my eyes. It is an obvious buy right now.

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And so if we're still under $600, I will have to buy more of that.

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I will keep adding more shares under $600.

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I much rather own this than another advertising player.

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Meta also a cut of 20%

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I did again increase my meta position by 5.88% at $591.

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I did buy more meta today. Why is that? It's under $600. It's disrespected. It's extremely extremely attractive at these prices.

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You know my thoughts on Meta. It's extremely undervalued.

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I've added more to a Meta

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I bought more shares of actually last week.

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I did increase my Meta position by another 6.2%.

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Maybe it is the last time you can buy meta under $600.

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I'll be lying if I said that Meta isn't a no-brainer right now, cuz I do feel that Meta, what is it? $550 right now.

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pick this up right now. It's already cheap enough.

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Meta still extremely undervalued in my opinion.

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So, the goal now is to buy these great companies, do what's called starter positions, and when we get these starter positions, we start to average down.

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71 ratings all rated as buy.

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This will be Google, Amazon, Meta, and Microsoft.

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Meta in a tier considering the lawsuits.

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Amazon was number one on both groups and stocks like Google, SoFi, Adobe, Meta, Nvidia, PayPal, and Uber were shared by both list.

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Last choice, Meta. With my evaluation system, Meta keeps coming up as the best buy among the Mag 7 and one of the best buy in the entire market.

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So the first company that I believe meets this dynamic of an attractive buy today is Meta.

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And at the very top of the AI cake, I've been pounding the table on Google and Meta Platforms.

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So, as the stock keeps dropping, I'll keep dollar cost averaging in to this global growth machine.

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That could get even lower as these three blockbuster IPOs add even more downward pressure to the stock. And if it does, I'm jumping on it.

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Investors who waited and bought it at $18 per share made more than 30 times their money over the next decade.

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The IPO was not the best buying opportunity, but the crash after the lockup period was.

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These are the exact companies that big money piles into first when they rotate back into stocks. So holding them before that rotation is exactly how you get in early and double your money on a stock like Google.

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owning NVIDIA, Google, and Meta Stock means investing in some of the most powerful and widely used AI models already making money today

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Amazon and Meta, my two favorite, but I'm thinking about the next 5 years.

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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

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Meta over this next 6 to 12 months is a magical buying opportunity.

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I also rank Meta a nine at this point in time.

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Then this is a huge buying opportunity for you.

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and then also own Meta

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Over the next 5 years, I think the best deal is Meta.

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This is one of those stocks you buy, you hold, you buy more shares, you throw it in the filing cabinet, and you got to be patient with this one.

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stocks like Meta and stocks like Amazon, it's a great 10-year opportunity

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If you want to go big tech, there's some great opportunities out there like Meta, like Amazon

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That's a stock you buy.

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that's just an easy one to just buy.

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he said that Zuckerberg would ultimately destroy Meta.

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So for this one, I set a buy target of $450.

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Meta is my number one stock pick

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I continue to hold this position and continue to buy in.

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I've been buying both of these companies.

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I agree with him here. I think a great buy.

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he continues to view Meta as one of the best stocks in the market today to own.

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So Meta offers a rare case of a company that has huge ambitions, huge potential upside, but a lot of the downside is already priced into the stock and largely limited.

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I just bought an additional $4,000 of this company. So, I'm actively buying Meta at this price,

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I've been building up a holding in Meta.

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So, I can buy a stock like Meta and if it goes down, that doesn't matter.

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So the first company that I believe meets this dynamic of an attractive buy today is Meta.

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So I believe Meta, Amazon, and Microsoft are all uniquely good buys in July

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I've highlighted Amazon and Meta as my two favorite picks this year.

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Meta stock is currently down on the year. This is one that's one of my big buys for 2026.

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I'm down 37%, but I haven't sold any of it. I've continued to buy this one as it's gone lower.

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So, as of now, I still remain fully bullish on Meta.

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...I have over just the past six months, I've added $182,000 to this position.

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I think that this one's a buy.

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Amazon and Meta are my two top picks this year.

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the phase 3 winners, the buyers of AI, specifically Google, Microsoft, Amazon, and Meta. I have made these four companies in particular the biggest bets in my portfolio.

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Meta as a 20% position

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I've highlighted Meta and Amazon as two companies that I think are particularly good buys this year.

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If Meta is viewed more favorably at all, it'll be a massively attractive buy here.

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...Uber, Meta... is now the right time to be doubling down? Actually, I think the companies you mentioned are very cheap stocks today.

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Meta, Visa, Mastercard, and Microsoft are my four favorite buys after earnings so far.

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Meta is a new position. I started buying into it just this year

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the reason I'm buying the stock.

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That was a buying opportunity.

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two stocks that are the best buys for 2026. These are the best buys... The two companies are Meta and Amazon.

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Nvidia, Meta, these are two stocks that we think are real tech leaders. Um and also but have valuations that are below market multiple with good growth profiles.

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I'm very pleased that Meta is trying to compete aggressively here. And I think that'll be a real boon for their shares if they can figure it out and keep the talent.

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I actually think this is very bullish for Meta cuz I think they also even started a monthly subscription now with this Amuse model as well.

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Now, stock number two is Meta.

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Meta Platforms is going to be able to sell tokens. They're going to be able to sell that infrastructure at a higher premium because they're not just selling the infrastructure itself. They're going to be selling tokens and tokens have really great margins. I think people are sleeping on Meta right now. I actually don't know where Meta Stock is right now, but I think this is still a very very attractive company. It's one of the best AI companies out right now in my opinion.

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Stock number four is going to be Meta Platforms. Now Meta Platforms is not one that really gave me anything during the earnings call, but I believe can benefit extremely well with this AI story.

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I think Meta is extremely cheap.

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I've been talking about Nvidia, about Microsoft, about Meta, about Broadcom, companies that I believe were at a great valuation and um that's where I would be putting a lot of my money in, right?

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Meta is the one that people are most worried about just because they don't have that or at least right now I guess right now they don't have that public cloud business where they're renting um compute to a lot of customers for very near-term returns and and and in high margin revenue. ... Um, so it just I think all these companies are are doing the right thing... I am of the opinion that capex is a good thing.

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we have an opportunity to buy this stock at a cheaper price

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Now for stock number six, we have Meta Platforms, ticker symbol MEA.

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For the next stock, we have Meta Platforms, ticker symbol MEA.

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I'm building a position in all of them.

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For stock number four, we have Meta Platforms.

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inclusive, eh, a Alphabet, né, que é o Google, né, depois mudou de nome, virou Alphabet e o Facebook, né, que virou meta e Amazon, mas são inteses que a gente já carrega há vários anos

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They are and continue to be the place where you would build out your portfolio, or at least start thinking about building out a portfolio here.

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part of a diversified tech portfolio should include semiconductor companies, but also the actual end market companies as well. Not just software, but also companies that include software and infrastructure and other services like the hyperscalers.

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Not a time to own and be buying Meta. it's a time to be selling covered calls in the position.

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Meta Platforms. I believe one of the easier buys in the market today.

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Eighth on the list is Meta.

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So, yes, these are two stocks I'm aggressively accumulating...

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That could be true, which is why I'm accumulating shares, as many shares as I can.

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Buying meta today is not based on their results from today. Buying meta today is for what they are going to become.

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Let's begin with the primary stock I've been building a bigger position in, which is Meta Platforms, stock ticker META.

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allowing you to add more shares

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So I purchased more Meta

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add to my position in Meta

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I personally rate shares of Meta a strong buy.

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if you have no exposure to Meta whatsoever, this looks like a great buying opportunity.

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I think that's had a lot to do with Meta showing they're still smart that Zuckerberg can still navigate virtually any troubled waters as far as AI

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I've recently been buying Meta and that's been going down.

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a gente tem hoje, por exemplo, uma meta aí que está abaixo de 20 vezes o lucro

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I'm just going to go out to the 909 expiration. I'm selecting that simply because I want to trade this a little bit more in the here and now in the present, you know, giving myself, you know, three, four weeks is more than enough time for a little bit of a pullback. And that's all I really need. So expiration I'm going to buy the 675 puts. And I'm going to sell the 670 puts against. It's just a $5 wide put spread. Looking for the underlying under 670.

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where I see most value is actually in a name like meta.

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a good opportunity to buy meta stock

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you guys got strong buy. You got the 750 price target.

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one of our favorite names

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You have a strong buy rating.

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bullish on this name.

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I'm once again I'm going to fade this with a nice defined risk put spread... I'm going to be buying a 550 put, buying a 550 put selling the 540 put against it.

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I'm actually looking to buy a put a short term, put the August 14th, 555 strike targeting at 575 for an entry or lower.

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Yeah. Look those continue to be core pieces of the AI revolution.

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we have a strong buy rating on meta

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we do, stand by meta. And we still believe in the long term thesis.

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So we're bullish heading into this.

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this is a, you know, a healthy company at a discounted price, in my opinion.

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we're, we're fairly bullish on them, especially at these prices.

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I'm pretty much bullish across the board here across Amazon, Google meta Microsoft Nvidia and micron as we sort of look across some of the big names that we talk about as you look out the next 3 to 5 years

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One of my favorite wins recently was selling puts on meta.

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If it's about upside, I pick Meta.

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I'd probably go meta.

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Meta and Amazon are very easy buys right now

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WE HAVE A STRONG BY WITH META BY THE WAY COMING ALONG NICELY

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It's our number one pick, I stick with it.

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WE LIKE FOUNDERS WHO TAKE THEIR VISION AND INVESTED INTO HIGH-PERFORMING BUSINESSES SO WE BELIEVE IN WHAT THEY SHOULD DO. WE THINK WE WILL BE REWARDED LONG-TERM BECAUSE HE'S MAKING THE RIGHT MOVES.

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I WOULD BE BUYING MEHTA IF I KNEW WHAT THEY ARE GOING TO DO WITH THEIR DATA CENTERS

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I THINK META IS IN A WORLD OF TROUBLE.

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YOU NEED TO BUY IT DOWN HERE AT 85.

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YOU HAVE TO.

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META, MICROSOFT AND APPLE WILL REPORT STELLAR EARNINGS GROWTH, WE ARE TALKING DOUBLE DIGITS... ALL THREE OF THESE, META, MICROSOFT, APPLE, PART OF CORE INGENUITY. YOU HAVE TO OWN THEM.

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that is when you go towards these,

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WE SAID LIGHTEN UP ON THE MAG 7

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THOSE ARE PURCHASES, NOT SELLS

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I'LL BE ADDING TO MY POSITION.

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the first stock that I bought a little bit more of that I already had some due to this dip that's happened and one that I think is probably the most undervalued Mag Seven stock that there is is Meta.

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Morningstar has Meta at a four-star rating, moderately undervalued with a fair value around $850 against a price under $600.

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Morning Star currently flags Meta as undervalued

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Meta

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...since has dropped even further and I've doubled down.

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But as you can tell, there may be some meat on the bone here for Meta at these prices.

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He recently bought Microsoft, Meta, and Amazon.

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Let's go look at Meta. We'd have to be basically at 520 in stock price.

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our community members have this as a buy

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our community members have Meta as a buy right now on average

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I'm actually going to go sell puts on Microsoft and Meta at these prices.

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I think Birkshshire and Meta at current prices is a far better long-term return than SpaceX at current valuations.

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Now, let me share with you the 10 stocks that have the potential for the most upside at these current prices. Southwest, Nike, Builders First Source, Uber, Lululemon, American Express, Sprouts Farmers Market, Meta, Intuit, and PayPal.

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Now, instead of buying the stock straight up, I'm actually going to be selling cash-secured puts. ... It's basically a strategy where I commit to buying the stock at a price that I'm happy with that is lower at a future date.

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The only stock in the Magnificent 7 that based on my assumption still looks at a genuine opportunity

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The average rating is a buy

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the community stock rating right now is a buy from our community members.

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the community stock rating right now is a buy from our community members.

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I like betting on the Microsofts, the Googles, the Metas of the world when they go in a new business field.

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Now, guys, when I wrote Adobe at 215, it was a lot lower and now it's skyrocketed. Same with Meta.

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...Southwest 30, Meta485...

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two AI stocks that we think you should seriously consider buying before 2027

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Some of the best companies in the world, like Nvidia, Amazon, Meta Platforms went through massive drawdowns after their IPO. For patient investors, those can be great buying opportunities.

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my first one I'll talk about is Meta. ... Today I view this as an extremely undervalued business. It is being overlooked because of the huge capex right now.

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I am extremely bullish in the results that we're getting from Meta.

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I want to go with my number six. So we haven't even gotten to my number six and we started with the with the bottom for you. number six for me is Meta.

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Bill Ackman is increasing his stake. That's that's what some of the reports are. So, I think when you got a guy like Bill Ackman starting to want to have a little bit more of a piece of this thing, I think that a lot of people tend to want to follow him on into that trade.

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That creates an opportunity to sell puts, which is a bullish option on things that have higher implied volatility. Like right now at an at the money sold put on Meta, uh you could get about an 8% yield backing into one of these sold puts.

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my forecast for this company is that on an earnings per share basis, let's go to our uh meet Kevin app... in our course member tab uh to me that puts them at an uh nearly $1,867 price target which is a 3x from here

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I think who can monetize this amongst the hyperscalers is meta.

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Meta Stock for example

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I'm really bullish on things like Apploving or Meta.

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one of my favorites here is, I hate to say it, but Meta, where it's particularly positioned right now with a PEG ratio under 1.3. It's got an easy double in it, frankly, potentially by the end of the year if software really turns around, though no guarantees there yet.

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I have a lot of conviction in the name

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every time it seems to drop under $600 it seems to be a good buying opportunity.

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Meta's analyst consensus is a Strong Buy, with not a single one of them rating it as a sell.

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THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

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said the same thing about Meta and Amazon for those reasons

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specifically you're seeing that meta is, you know, kind of coming out. You know, they've got the talent, they've got the data, they've got a strong core business and I think that, you know, they they will they're spending a lot but the market is still trying to figure out what the revenue could be. So, to me I think there could be a lot of upside over the long term for the group in general

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This morning we published a note saying we prefer Reddit which is a $ 35 billion market cap to um Meta which is 1.7 trillion.

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I bought more early in the week when it was down.

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We added this to the growth portfolio. We have not owned Meta for some time.

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If you buy the dip, you simply make so much money. So the buy the dip continues.

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I also made then buy Facebook at 99 invest double your money like that

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I made people sell Facebook at 200 right before it rallied at 700.

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fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

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Finally, bringing our entire thesis together, our fourth selection is Meta Platforms, ticker META, the ultimate anchor tenant and core demand engine feeding our entire specialized AI cloud ecosystem.

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Meta represents a rare blend of valuation discipline and explosive upside as its vertical integration strategy takes center stage.

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the stock presents a compelling entry point

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recently received a significant $20.7 million position boost from Cathie Wood's ETFs

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Institutional filings confirm they aggressively trimmed exposure across the elite tier of Big Tech, slashing stakes in Nvidia, AMD, Microsoft, Apple, Meta, Tesla, Oracle, and Palantir.

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they added to Amazon Taiwan Semiconductor Alphabet Uber Meta

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Meta is number seven, which they added that a couple months ago.

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I sold out of Meta for now yesterday.

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I ended up selling out of Meta.

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I sold out of Meta.

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that would be a a buy, in my opinion, for the long-term.

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I think it's a it's a long-term opportunity. Not for every stock out there, uh but for a select few here, they're making the investments, and I think they're going to pay off.

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they actually reiterated a buy on Meta

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We think they are not properly, pricing in, or factoring in, the, the potential AI monetization story.

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Meg seven name you'd avoid here. Meta.

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Mag seven name you'd buy first? I mean, I'm not going to say Nvidia. So I'll say meta.

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Mag seven you'd sell here. Meta.

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I would buy meta and be a contrarian investor and take advantage.

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Meta or Microsoft. Meta.

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One you'd avoid. Meta.

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One you avoid in technology. Meta.

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We did see them take profits in Meadow last week.

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has a buy rating on both stocks

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buying Amazon and Meta

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Meta gets sold off completely and never returns

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I will never buy cyclicals at low pees and record earnings.

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I made a post uh towards the end of 2025 saying that in 2026, I want to enter these names more heavily for a couple of reasons.

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So, no on Meta.

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I sold it because of fundamentals. I sold it because they're spending like drunken sailor and I just don't know when they're ever going to see operating profits.

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I would hold off on this one, too.

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I'd stay out of that one.

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meta and if it doesn't work, blame Annie Cornbrooks from the one of our producers.

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they reiterate their buy rating over there.

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I've taken opportunities on Google, I think we all have on Meta, on others to buy it if it gets significantly displaced relative to the fundamentals.

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Meta would be me, Scott.

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that's why Meta is my stock pick of the day.

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I called Meta down

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I told everybody today when this was right around 591, that I was not bullish on Meta and that I saw it coming down and hitting 542... Now, it has cut through it. It has not bounced. It's not above it, which means I'm expecting more downside for Meta tomorrow.

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They have a literal monopoly on mobile advertising, branching off into e-commerce advertising. Massive opportunity ahead of them.

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stay away from hyperscalers.

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Google's in the middle plus or minus. Meta's definitely a minus. So, Google maybe. Amazon for sure. Microsoft for sure for now. Apple, yeah. They they got their own problems going on.

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I think CapEx is going up from Microsoft, Meta, and Amazon on net, but I don't think it's going to be impressive enough to drive upside in AI stocks, and then you're going to sell off your hyperscalers for spending more.

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Google's falling Amazon Meta Microsoft Oracle, they're all dead. They're all going to fall more than 50% from highs.

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Maybe it's time to own Meta.

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I just shorted this before the show with a stop at 661 just above that price gap.

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I just took off half of the position and I may close by the end of the day.

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I shorted it today

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But we do see that there are traders out here who are fading this move. They think that this is a one-day stock pop and that ultimately Met is going to return back to its pres-scheduled program

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more interested, frankly, on the short side in that name versus anything else.

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more interested, frankly, on the short side in that name versus anything else.

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I WOULD STAY AWAY WITH METAWHICH HAS ALL THOSE CONCERNS ABOUT THE COURT CASE WHICH IS SIGNIFICANT.

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With free cash flow falling below 1 billion dollars in the second quarter and capital expenditures scheduled to reach up to $145 billion for the full year. Meta's forward price to free cash flow multiple has expanded sharply. While Meta's ad engine remains highly profitable with 28% top-line growth, the stock is currently undergoing valuation re-rating. Investors are requiring a higher risk premium until Meta demonstrates that its massive infrastructure investments can stabilize operating margins above 40%.