What was said about Meta Platforms

Kevin views Meta's decline as an opportunity because strong demand for its financing suggests credit fears are overblown. He endorses buying at current depressed levels and more aggressively near 544, while identifying roughly 540 as a possible lower support destination.

Kevin describes Meta's fundraising-related pullback as a dip opportunity and identifies roughly 540 as a particularly attractive buying level. He also highlights rising credit default swap prices and the financing burden as meaningful risks.

Kevin considers Meta shares a bargain after their decline to the 200-day moving average erased enthusiasm surrounding Muse. He argues that potential Berkshire participation in a financing round would validate Meta's valuation and cash-flow prospects.

The host considers Meta attractively priced after its recent decline, arguing that investors effectively receive the Muse opportunity for free. A possible Berkshire investment through convertibles could validate Meta's valuation and help fund its AI spending.

The host explicitly remains bullish on Meta and recommends buying its dip. He acknowledges financing pressure, negative cash flow and a potentially lengthy wait for AI model revenue.

Kevin explicitly remains bullish on Meta and advocates buying its dip despite negative cash flow and substantial future infrastructure commitments. He expects monetization of its models to take time, creating an investment headwind before meaningful revenue emerges.

Kevin sees Meta as relatively inexpensive given its growth and anticipates substantial upside toward roughly $1,800–$1,890 per share. Strong advertising, engagement and AI opportunities underpin his view, while rising costs, cash consumption and off-balance-sheet commitments remain significant concerns.

Kevin favors Meta as a financially strong way to participate in the AI boom. He expects its spending capacity and potential benefits from stabilizing memory prices to distinguish it from debt-dependent infrastructure providers.

Kevin includes Meta among his preferred hyperscaler investments because its financial resources make it less dependent on geopolitical relief. Continued data center spending and custom chip development support his favorable view.

Kevin explicitly states a bullish investment view on Meta and celebrates the rebound following his earlier calls. He attributes some of the strength to its new AI model and sees its free premium-plan promotion as a way to build future paid subscriptions.

Kevin explicitly expresses a bullish investment view on Meta after citing recent successful bounce calls. He sees improving AI offerings and subscription promotions as supportive business developments.

The host includes Meta among established hyperscalers that could benefit when new data center financing becomes harder. He expects existing infrastructure and scarce compute capacity to support incumbent pricing power.

The host includes Meta among technology leaders whose gains he expects to continue ahead of major euphoria. He gives no company-specific valuation target or detailed operating argument.

Kevin includes Meta among technology stocks whose gains he believes precede a larger wave of market euphoria. He provides no separate Meta valuation or price target.

Kevin expects Meta's agentic commerce, advertising and large user base to support substantially higher growth than consensus. He gives an approximately $1,800 target, refining it to $1,822 using a 20% growth assumption and a 2.6 PEG ratio.

Kevin highlights Meta's call options (warrants) on AMD as a source of significant 'other income' boosting earnings, and considers Meta undervalued on a PEG basis despite a recent rally.

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 bearish on Meta shares in the short term but bullish over five to ten years. He values its established social platforms, profitability and demonstrated ability to launch or acquire successful products, while criticizing excessive AI spending.

The host expects Meta shares to remain range-bound as AI investment and depreciation pressure profitability. He remains willing to hold for the long term because the underlying services and potential new revenue streams are attractive.

The host expects Meta to remain constrained by its spending cycle unless investors gain confidence in a major new monetization opportunity. Enthusiasm for Muse could support a breakout above $775, but he is less confident about this stock's near-term direction.

Meta has recently helped the portfolio, but the host sees next year's infrastructure spending as a potential valuation risk. Capital expenditure materially above expectations could provoke an adverse investor reaction.

The host sees Meta as range-bound in the near term due to unresolved concerns about massive capex spending, oscillating between roughly $550 and $750. He remains a long-term holder, expecting Meta to be much larger in five years.

Meta is a preferred investment over five years, although the host is cautious about near-term performance. He believes current capital spending is excessive relative to the returns being generated.

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.

Meta could face Q4 selling if investors become concerned about 2027 capital spending. The host also flags depreciation and investment revaluation effects as earnings complications, while recognizing that falling yields could support big technology shares.

The host recommends Meta or Alphabet as a second core holding alongside Amazon. He owns both and expresses his own preference through a substantially larger Meta position.

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.

Meta earns a nine because the host sees strong growth at a low earnings multiple. He believes it deserves a $1,000-plus share price this year, but expects uncertainty over spending to restrain shares until spending is explained or reduced.

The host expects Meta to remain roughly between $550 and $750 until capital spending moderates or slower growth causes a downward break. He nevertheless sees substantial long-term upside and considers the current valuation a buying opportunity for patient investors.

Selling excess computing capacity could give investors a clearer path to monetizing Meta's enormous infrastructure spending. The host recommends owning Meta alongside AMD and other chip buyers, while acknowledging that excess capacity may reveal overinvestment.

The host expresses satisfaction with his active Meta short-put position. His comments establish a favorable current investment stance but provide little company-specific analysis.

The host considers Meta oversold and attractive because of strong results and leadership. He initially sees a durable bottom around 610, but acknowledges during the stream that this support has failed.

Host expects Meta shares to double as part of his broader AI-trade bullish basket of names.

The host calls Meta dramatically undervalued and expects medium-term appreciation. He treats elevated spending as investment in future growth rather than evidence that the AI thesis has failed.

The host views Meta's earnings selloff as excessive and believes the shares are forming a bottom. He expects a rapid recovery and has increased his exposure through short puts.

The host considers Meta exceptionally cheap after a selloff that he believes misreads strong earnings and a sound investment strategy. He expects the shares to recover toward 700–800, with 800 probably reached by year-end.

The host calls Meta a compelling buy after its selloff and reports establishing a large options position. He expects consumer AI leadership and profit growth to justify heavy capital spending, and views Meta as safer on the downside than Micron in the near term.

The host views Meta's post-earnings decline as an obvious buying opportunity and expects a rapid rally toward $700. He credits strong execution, earnings and its claimed AI leadership with Muse.

The host considers Meta a good long-term AI investment, citing its consumer distribution and AI leadership changes. He favors Tesla in the short term because the timing of Meta's investment inflection remains unclear.

The host explicitly recommends Meta as a buy and considers it the most interesting Magnificent Seven investment after Tesla. He views its decline from approximately $777 to $700 as unjustified and its valuation as attractive.

The host expects strong Meta earnings and believes management has learned to communicate capital expenditure plans without alarming investors. Separately, he explicitly identifies Meta as a buy and sees greater upside than Amazon, with somewhat more risk.

The host expects Meta to become a major winner in consumer AI, citing its large user base and Alexander Wang's leadership. His optimism concerns competitive execution rather than a specific share-price target.

The host regards Meta as underrated and expects its AI organization to become a leading agentic AI competitor. His optimism centers on leadership and the progress of the product he calls Meta Muse.

Joe holds a small Meta position and believes it is the most undervalued of the Magnificent Seven, crediting Alex Wang's leadership of Meta's AI efforts for a turnaround he says is now visibly playing out.

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 says Meta illustrates how large technology companies can create stock upside by monetizing AI tools while capital spending growth slows. He considers the largest companies less attractive on risk-reward than smaller application opportunities.

The YouTuber notes Meta got hit hard on the news of hidden off-balance-sheet AI debt, with the stock down 3.5% on the day, and flags Meta's data-center financing structure with Blue Owl as a key example of the AI debt risk. He remains generally cautious on hyperscalers, including Meta, until spending is more sustainable.

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.

The hosts doubt that Meta's newly announced Reddit competitor will succeed. Their criticism concerns the product's fit and user trust rather than a broad forecast for Meta shares.