How Schwab Network’s view on $META changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal18 entries
2026-09-25Bullish
“The Big 3: AMD, USDE, META”
Bullish on META; expects breakout if levels clear due to Muse AI driving adoption among older users.

The biggest, you know, the the most valuable resource out there, uh, maybe someday more than oil. I mean, I have called, you know, compute, power, and and AI the new, you know, the new oil basically.

But there is just this insatiable demand. No one can buy enough hardware to support the load. Um, you know, we're going to talk about Meta here in a minute. Um, I love their Muse AI, especially for people that are new to agents, but they're all I mean, here's Facebook.

I mean, Facebook probably has more data centers than anybody, and they're all a week in they're struggling with capacity issues. People are getting timeouts. I mean, so many people want to use this technology, and not even the biggest of the big, Facebook, has enough compute to feed that.

Now, that being said, still love Meta. We'll come back to that. But I mean, you look at that chart. I mean, it's just beautiful the reaction to the news.

2026-09-24Bullish
“Embedding AI into Daily Lives: How Muse Charm, VR Glasses Expand META's Footprint”
Meta's strategy of integrating AI agents with its social platforms and hardware is promising; the speaker is optimistic about the company's direction.

And you know, I was looking at Meta and thinking about September. Risks happen quickly, and the story can change really suddenly . This stock, after its recent earnings, seemed to be returning to square one, but it apparently did so quickly because it is now at its highest levels.

2026-09-24Bullish
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2026-09-23Bullish
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2026-09-23Bullish
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2026-09-22Bullish
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2026-09-22Bullish
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2026-09-22Bullish
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2026-09-21Bullish
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2026-09-19
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2026-09-18Bullish
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2026-09-17
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2026-09-16
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2026-09-16Bearish
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2026-09-13Bullish
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2026-09-10
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2026-09-09Bullish
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2026-08-31Bullish
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