Jo Bhakdi on META

“My Meta short puts are healthy. I'm liking it.”

“Meta I'm a little more exposed than than to Micron because I think we see a strong bottom forming here. A strong bottom. This thing sold off way too much. Tremendous numbers sold off. The 610 seems to be very stable”

“If the market drops another 10%, that's even more time to buy, but who cares?”

“SpaceX, Tesla, Micron, Nvidia, even AMD, definitely Amazon, Microsoft, Meta, they are all screamingly cheap. So, if you don't trade on margin, if you're not doing synthetic leverage with options, I think this is the time to buy.”

“If you look at Meta, this thing is going to double.”

“So, you can rely on these things to go up in the midterm, even not even long term, midterm.”

“I think Meta should go very quickly back to four uh to uh 655 by the way very very very quickly”

“I think Meta is like a value buy because how is this thing not going to go to 700 very quickly.”

“Does everything right right now, is getting punished for doing things right. That is always a good buying opportunity. That is my take on Meta.”

“So, I think Meta is cheap and will go back to the 7 to 800, I think 800 probably by year end, which is actually a very significant run that Meta has here.”

“That means for me is now a screaming and safe buy with one of the best balance sheets.”

“Meta going to 700 like in absolutely no time. Probably in 3 days.”

“I think Meta is a long-term I'm bullish long term, but we don't know when the inflection is on Meta. I think it's just a good piece of the uh it's a good piece of your AI portfolio.”

“By the way, Meta is like an total buy in my opinion.”

“Amazon and Meta, clear buys.”

“Meta will surprise everyone. Meta will kill it. Meta will own consumer AI.”

“Meta will have a meteoric meteoric rise or already has it to the top of the AI agentic companies.”

“I always said Meta is the most undervalued of the Max 7.”

“I just like it on valuation and I'm strategically bullish on meta AI.”

“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.”