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METALongThursday, September 10, 2026

“I’m more bullish I think on meta long term than I am on Google”

Since the call
+9.9%
At the call
$654.16
Now
$718.88

Meta has the best proprietary data set, a large user base and Zuckerberg leaning in, which gives it an AI distribution edge.

Long term
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  1. Sep 2429:28Long“I think that meta is highly undervalued for them actually taking over a large portion of the wearables market, as well as taking over a large portion of the consumer agentic market.”$768.42−6.5%

    “I think that meta is highly undervalued for them actually taking over a large portion of the wearables market, as well as taking over a large portion of the consumer agentic market.”

    Meta's Muse agent, wearables, memory data advantage and election-season ad spend support a rerating.

    High convictionOver months

Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work

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