How Joseph Carlson After Hours’s view on $META changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article4 entries
2026-09-21Bullish
“Amazon Blocks Meta: The Agentic Wars Have Started”
Meta is a strong buy due to its wide moat, rapid growth, low valuation, and positive sentiment shift from the successful Muse AI launch.

As for Meta, its shares are in a continuous rise . The stock rose 8% today, bringing my current earnings in Meta stock to $11,000. This is a company where we went from a $30,000 loss to a $11,000 profit in just 30 days.

The shift in sentiment is now happening in Meta's favor. A new story has begun to unfold . We have news that Meta's new product, "Meta Muse," is underwhelming. And we have banks that have started to upgrade Meta's stock rating, turning over a new leaf, saying that the stock is significantly undervalued .

2026-09-14Bullish
“The Best Stock To Buy During The "AI Slowdown"”
Meta benefits from an AI slowdown; core ads monetize independently of frontier AI, so lower capex improves FCF/margins while revenue stays strong.

Meta will be one of, if not the top benefiting company from an overall coordinated AI slowdown.

The only company that's really spending on it as an indirect way of creating revenue is Meta. And the ways that Meta actually makes money from AI, their core business, that'll continue to monetize.

They can continue making improvements on that without the leading AI. Meta does not need to be on the bleeding edge to monetize their core assets directly.

2026-08-26Bullish
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2026-08-24Bullish
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