META
Latest take · Thu Sep 24, 2026
“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.”
Every time it came up
- Tue Oct 6, 202621:06Mention
“meta is really taking over the wearable space and trying to own that space”
Meta is seen as having a first-mover edge in AI wearables and AR glasses against Apple.
Rates, Robinhood vs Solana, and AI Usage Decline!$741.58when said - Tue Oct 6, 202610:23Mention
“oh, meta came out. And actually gave some guidance on this and saying we're going”
Meta's guidance on spending less with Claude spooked some people, though the stock was up the day before and flat on the day.
Rates, Robinhood vs Solana, and AI Usage Decline!$741.69when said - Thu Oct 1, 20268:50Mention
“I just brought up Meta to see how Meta is doing comparatively and Meta's like holding in.”
Meta was used as a comparison for AI sector price action while Micron sold off.
Micron Earnings, HYPE Unlock, and is LIT Bearish?$725.57when said - Tue Sep 29, 202633:26Mention
“basically, like off the lows, it's up almost it looks like 50%, right in the last month and a half”
Meta is down on the day after a roughly 50% rally from the lows, with digestion and profit-taking.
All Eyes on Macro, NVDA Buybacks, and Trading Updates$721.96when said - Tue Sep 29, 20265:32Mention
“metas move into their little key chain is probably their most impactful hardware launch”
Meta's keychain voice device is seen as an impactful hardware launch toward distributed, voice-first AI interfaces.
All Eyes on Macro, NVDA Buybacks, and Trading Updates$722.38when said - Thu Sep 24, 202629:28LongHigh conviction
“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.
Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates$768.42at the call−6.4%since - Tue Sep 22, 20261:05:08Mention
“All time high yesterday, all time high today.”
Meta stock is at all-time highs as its Muse AI agent catches on with consumers, driving the AI agent demand narrative.
META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates$762.66when said - Thu Sep 10, 202642:57Long
“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.
Robinhood Drama Market News and Trading Updates$654.16at the call+9.9%since
Pulled from each episode automatically and priced by Indeix at the moment it was said. Not investment advice.