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METALongTuesday, October 13, 2026

“I’m more bullish on Meta than I have previously been, especially when I start to think about like the hardware angle that they’re playing.”

Since the call
−0.2%
At the call
$765.46
Now
$764.05

Meta's consumer/agentic AI focus and hardware angle make it more attractive, and its chart is holding up during the AI selloff.

Over months
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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.”$768.42−0.6%

    “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
  2. Sep 1042:57Long“I’m more bullish I think on meta long term than I am on Google”$654.16+16.8%

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

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

    Long term

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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