METABullpending
Meet KevinTarget Price
$826
“The next stop here is 8.26.”
Thesis at the time
Strongly BullishKevin 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.
Key arguments
- Muse AI app rocketed to #1 free app on the App Store, driving advertiser and user growth
- Meta is both a buyer of AI compute (AMD/Nvidia GPUs) and a beneficiary of AI productivity gains
- Six-figure personal/fund exposure and active dip-buying alerts sent to members
- Company still has ~$15B free cash flow despite heavy AI capex
Counter-arguments acknowledged
- Some observers worry Zuckerberg is 'wasting money' on AI investments
Hedges and caveats (from the video)
- Host acknowledges rapid price movements and volatility
- Discussion of short-selling dynamics and market manipulation concerns
- Mentions geopolitical uncertainty (Iran-US negotiations) affecting markets
- Host expresses excitement about personal portfolio gains but cautions against speed of moves
The call
- Date said
- Sep 21, 2026
- Price at prediction
- $665.75
- Current price (live)
- $736.60$89.40 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Framed as a near-term technical 'next stop' level rather than a firm conviction call, so confidence is tempered relative to the $1,800 long-term target.