METABullpending
Meet KevinTarget Price
$1,377
“So I'm optimistic on it. You know, I've got a price target of like 1377 for the company.”
Thesis at the time
BullishKevin 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.
Key arguments
- Meta is positioned as the greatest beneficiary of AI-enhanced advertising
- Massive daily active user base (3 billion) gives Meta strong advertising leverage
- Zuckerberg is pivoting away from being a pure 'Frontier Lab' toward monetizing AI within the Meta ecosystem
Counter-arguments acknowledged
- Some data center lease exposure exists, though Kevin notes they have outs on some of these
Hedges and caveats (from the video)
- Content is educational Q&A format without specific investment recommendations
- Discussion of interest rates is general market commentary, not a directional prediction
- Real estate and career advice is situational guidance, not a specific asset call
The call
- Date said
- Aug 11, 2026
- Price at prediction
- $594.92
- Current price (live)
- $736.60$640.41 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific numeric target given with clear optimism, but no explicit timeframe was restated by the speaker despite the question referencing 'by end of year'.
Source
Starting Over, the Lying Job Market, AI Collapse, & Investing.
Said on Aug 11, 2026Open on YouTube ↗