“Meta has some of the smartest people on the planet working on these problems… I think that they’re going to figure it out and I think they feel confident in it.”
- Since the call
- −0.6%
- At the call
- $623.95
- Now
- $620.32
Ask AI
@fullportshowHost expects Meta to figure out consumer AI monetization given its understanding of consumer behavior, and sees the slowdown as likely a speed bump.
● The callPrices by IndeixFull META chart
More META calls
Everything on METAOct 227:06Long“I don’t think, at the end of the day, it’s impossible to figure out the advertising and shopping angle for Muse.”$650.35−4.8%
“I don’t think, at the end of the day, it’s impossible to figure out the advertising and shopping angle for Muse.”
Meta has distribution and social moats and the best chance to monetize Muse at scale.
Oct 221:37Long“I was going to go long on it, which I’m so lucky I didn’t.”$654.33−5.4%
“I was going to go long on it, which I’m so lucky I didn’t.”
Considered going long Meta before earnings but didn't, relieved after the sell-off.
Oct 1355:12Long“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.”$765.46−19.1%
“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.”
Meta's consumer/agentic AI focus and hardware angle make it more attractive, and its chart is holding up during the AI selloff.
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.”$768.42−19.4%
“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.
Sep 1042:57Long“I’m more bullish I think on meta long term than I am on Google”$658.11−5.9%
“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.
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice. How the calls work