META

Kevin argues Meta is a major beneficiary of both the agentic AI advertising boom and its own AI productivity gains from the Muse launch, and views the stock as still cheap after its recent surge. He set an explicit long-term price target of $1,800 for the stock.

Kevin highlights Meta's 12.5% single-day rally driven by its new Muse AI agent topping App Store charts, notes he holds a six-figure position and has been aggressively buying the dip, and argues Meta is still 'dirt cheap' with substantial room to run toward much higher price levels.

Kevin says he has been aggressively buying Meta, has six figures invested, and reiterates he remains bullish after the stock surged 12.5% in a single day. He does not give a specific price target, but frames the move as validation of his ongoing bullish stance.

Kevin believes Meta remains deeply undervalued even after its rally, citing his own higher-than-consensus EPS growth estimates driven by the Muse AI agent product and superior advertising positioning versus agent-driven competitors.

Kevin set a short-term price target for Meta of $700, noting it closed at $666 and remaining optimistic it would reach that level soon. He also separately notes Meta's ad business fully funds its AI chip capex, reducing downside risk even without immediate AI ROI.

Kevin is very positive on Meta's product strategy, praising the camera-free smart glasses and the new bundled 'Meta 1' subscription tiers as smart monetization moves. He believes these new revenue streams will be highly profitable for the company.

Kevin groups Meta with Apple as a recovery-play beneficiary in his bullish scenario tied to easing geopolitical and rate fears.

Kevin says he remains bullish on Meta, viewing its declining free cash flow as an intentional investment choice rather than a red flag, and noting the stock still trades at only about 20 times earnings despite a roughly flat year. He sees recent consolidation as the market questioning direction rather than a fundamental breakdown.

Kevin believes Meta could become an unexpected entrant into the AI compute-selling market, renting out its GPU/chip capacity if the price is right, which he thinks the market isn't currently pricing in. He frames this as a potential undervalued catalyst for the stock, while acknowledging his own possible bias given he holds Meta shares.

Kevin argues Meta is undervalued because it is the only major hyperscaler not monetizing its data center compute, and that a shift toward monetization (renting compute, API revenue, AI-driven business tools) could act as a major catalyst to close its valuation discount versus peers. He believes fair value is well above the current price and sees the recent lawsuit settlement as removing a major overhang on the stock.

Kevin argues Meta is undervalued and sitting in a penalty box due to lawsuit overhang and its status as the only hyperscaler not monetizing excess compute, but sees settlement of state lawsuits and potential compute monetization as catalysts. He personally believes the stock's fair value is around $1,300, well above its current trading level, while acknowledging rising costs and negative return on invested capital as risks.

Kevin remains bullish on Meta, viewing it primarily as an AI-enhanced advertising play with three billion daily active users rather than a pure data-center infrastructure bet. He gave a specific long-term price target for the stock.

The host is a long-time Meta shareholder who views the stock as currently in a 'hurricane' — facing a massive child-privacy lawsuit (potentially $200B-$1.4T exposure), unclear ROI on capex, declining free cash flow, and shrinking EPS. He remains bullish long-term but is not bullish in the short term, calling it a rangebound, 'dead money' stock he continues to hold rather than add to.

The host is not bullish on Meta in the short term due to what he sees as an out-of-control capex spending problem under Zuckerberg, but remains very bullish long-term, seeing it as a $1,000-$2,000 stock eventually.

The speaker is bearish on Meta in the short term due to ballooning capex, declining operating income, and legal expense risks, but remains bullish on the long-term story once Zuckerberg is forced to rein in spending. He expects the stock could fall further before capitulation occurs.

The speaker is moderately bullish on Meta, primarily on valuation grounds and confidence in Meta's AI team, though his conviction is weaker than for Tesla or Nvidia.

Meta is significantly undervalued and positioned to become a major AI winner following leadership changes. The speaker bought at $610 in October and sees continued upside potential.

The host is cautious on Meta heading into earnings, worried that Zuckerberg may raise full-year CapEx guidance to fund new AI infrastructure, which he believes Wall Street would punish. He notes Meta has limited free cash flow to support significantly higher spending without dilution or debt.

Meta is well-positioned for earnings as it's down 16% from all-time highs, creating a lower bar for positive results. The YouTuber expects Meta to perform well on earnings like big tech typically does.