METABullunverifiable
Jo Bhakdi“Meta is hot, undervalued after LeCun, the super bad French dude who has no clue what AI left as head of AI and the super cool dude, Alex Wang, very aggressive, very smart, Scale AI founder, became boss of AI at Meta and that's when I said Meta's undervalued. They will become a big winner in AI.”@ 5:30 · open at this moment on YouTube ↗
Thesis at the time
Strongly BullishMeta 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.
Key arguments
- Leadership change with Alex Wang from Scale AI becoming head of AI
- Market mispricing due to previous AI losses
- Massive $137 billion CapEx investment in AI infrastructure
- Strong recent performance up from $610 to $734
Hedges and caveats (from the video)
- Acknowledges uncertainty in FSD adoption timeline and penetration rates
- Robotaxi market adoption dependent on regulatory approval and technological maturity
- Competitive landscape could shift with other manufacturers entering autonomous vehicle space
- FSD revenue projections based on assumptions about future adoption rates
The call
- Date said
- Jan 29, 2026
- Price at prediction
- $738.31
- Confidence
- high
- Specificity
- vague
How it resolved
- Status
- unverifiable
Why this resolved this way(resolution audit)
Full rules: docs/resolution-spec.md.
Confidence Reasoning
Strong conviction language 'will become a big winner' and personal investment backing the thesis