
Every call, on record
Financial Education on META
“that's going to be tough to get this stock to go up in a substantial way in the next one to two years, right?”
“So, still a great buy for the long term, right?”
“And so although I'm a long-term investor of the company and huge believer over the next 5 10 years, I'm not a believer in the short term.”
“although I'm bullish on this company for the long term. if you've heard me talk about this company at all this year, I'm very bearish on the short term.”
“But just understand it's not going to fix itself in the next 1 to 2 years. And so, you're going to probably still hold a range-bound stock.”
“Range-bound meaning 575 to 775 for a while, right? I still feel the same. I don't I feel like it's a range-bound stock. You know, until that CapEx gets cut or until they start generating massive amounts of revenue from a AI-related product, it's just a range-bound stock.”
“If investors get excited enough, then you could maybe push Meta above that 775, right?”
“like if the capex is much bigger from those companies and people are forecasting I mean that could be a problem for those stocks right and people might finally put a foot down and be like no it's too much”
“It's stuck between about 550 and 750.”
“Amazon Meta, my two favorite, but I'm thinking about the next 5 years.”
“I think it's a rangebound stock, and I've said this many times.”
“I need the stock price a lot lower than where we're at. I'm talking 300s, right? 300.”
“I believe Meta long-term is a $1,000, $2,000 stock.”
“If a scenario happens where Treasury yields fall, right, over the next four months, you're going to have a situation where all boats are lifted and we're talking big tech catches a bid, semiconductors might catch the biggest bid, and then SAS continues to catch a bid as well, right?”
“It's not an unrealistic expectation that this fall, right, in Q4, money moves out of those stocks and into the semiconductor stocks.”
“You either got to hold Meta or Google McDougal.”
“I've been telling you guys like the worst case scenario Meta goes down to the 350 level. That's how if it really gets ugly, if the market really gets ugly and the story gets a lot worse for Meta over the next couple quarters, you could see 350 for the stock.”
“And so there's just all these questions and when those questions are answered or he cuts back on the CapEx, will explode. And then the move's going to be dramatic.”
“this stock should be $1,000 this year, $1,000 plus.”
“Where do I rank a Meta? I also rank Meta a nine at this point in time.”
“Then this is a huge buying opportunity for you.”
“I think $1,500, $1,000, that's pretty dang easy in the next five years”
“Meta is going to a $2,000 stock longterm. Long term, but not in the short term.”
“the stock still seems like it's been kind of we're like 550 to 750 rangebound stock, right? Until we get to that breaking point, and the breaking point will be either Zuckerberg chills on capex, right? Or the growth slows down next year and we get another capex and we have a stock crash.”
“If all a sudden the growth next year goes in the teens and you get another crazy capex number, the stock's going to crash. So you'll see it go from, I don't know, 650, let's say, down to 400, 350, 375, 450, something like that, right?”
“You got to do exactly what I'm doing. own AMD heavy and then also own Meta, Amazon and Google and you're covered all around because basically whichever way this plays out and today is a great example.”
“Chips will grow, right? Chips would be the play and chips vendor sell off, right?”
“So if there's capex moderation, the chip spender stocks are likely going higher, right? And the chip spenders are companies like Amazon, Meta, Google, Microsoft, those sorts of companies, right?”