META 全部观点

Yeah. So my first one is might seem very strange because it's not a direct beneficiary of what Nvidia has told us. One of the two is but the first one I'll talk about is Meta.

Now Meta of course spends an insane amount of money on Nvidia chips but it also spends an insane amount of money on making its own custom chips. But the connection here is about cost and not revenue.

So when Nvidia said that its new Vera Rubin chip delivers 30 times more throughput per megawatt and 35 times lower cost per token than its prior generation. Well, if that is true and Meta can get the same AI workloads for less money, of course, Meta's business, Meta's core business is going to look much much better.

So, the first stock that I bought a little bit more of that I already had some due to this dip that's happened and one that I think is probably the most undervalued Mag Seven stock that there is is Meta.

Meta's recent weakness is largely being driven by investor concerns over its massive AI spending. But the underlying business remains extremely strong. Q2 revenue jumped 28% advertising continues to grow and Meta's investing today to strengthen its AI capabilities and monetization.

Do you buy Meta stock or stay away? There's something unique going on with this stock. It is obviously one of our massive hyperscalers. It is the only hyperscaler that does not rent compute, and Wall Street has a few choice things to say about it.

You've got Meta stock on the one-year basis compared to Amazon and Apple, destroyed versus these other companies. Meta stock down 23%. Amazon's up 15, Apple is up 37% on a one-year timeframe.

And potentially one coming from Meta. And that is where we kick things off. Meta platform start the week at 551. Shares were up nearly 4.9% official week at 578.

Now before we get to AI, Meta obviously as you know had a big moment in the courtroom. one that was expected to last six weeks that came to a screeching halt as both sides, the attorney generals from across the country and Meta decided in a courtroom to settle.

Still holding up on stocks like uh Meta and Netflix up a couple percent. Meta really getting still left behind on this sort of legendary support line right here in this longer term convergence really indicating that you know there might be a potential to actually buy more meta at these levels because you really do sit on and close to a legendary support line. you are on a technical basis converging not straight down but rather horizontally suggesting that unless there you know the entire economy falls off a cliff it suggests there's some serious upside potential here on meta especially with the dalahalas they've got uh very interesting

In today's video, we are going to be discussing Meta's large settlement that it just had, what it means for the business and the share price, and also why the stock hasn't responded as well as many people thought it would, including myself.

Meta settling a teen safety lawsuit for $17 billion

Robert, you actually talked about this one uh recently. You flagged that Oakland trial of that $ 1.4 trillion threat for Meta could be very bad.

Coalition of state attorney generals were going after Meta over child safety. Meta's own filings put the theoretical ceiling at $1.4 trillion in damages.

OpenAI is going to become the going to become bigger than Meta in 3 and a half years if you believe their projections. And they're going to do that while spending more than twice of Meta's OPEX.

Meta as well, but they're not doing anything. They're just they're just rolling in their filth.

you don't have a hyperscaler spending on Nvidia chips to serve itself. Except in the case of Meta,

To be clear, I was wrong back in 2024. And why? Cuz I was naive. I was like, the market's a sensible place. Microsoft and Google, Amazon, Meta wouldn't spend hundreds of billions of dollars for no goddamn reason.

We just got news that Meta won their lawsuit. Now, they didn't technically win, they actually settled. Meta is paying out $18 billion in the dollars in the settlement. That's a lot of money. Plus, they're having to make lots of concessions and restrictions with childhood accounts.

The headline numbers look scary and in fact, many people may look at this and think it's bad for Meta. But don't be mistaken. What Meta actually did here was a tactical, strategic victory.

On August 7th, 2026, Meta was forced to pay $942 million of civil penalties to the state of New Mexico. The lawsuit was related to the addictive nature of Facebook and Instagram and the negative impacts this has on children.

But, this Meta lawsuit is different. It strikes at the core of the company's business model and how they were able to become so profitable in the first place. And, this is just the beginning. Meta is now being sued by California, Colorado, and New Jersey. If these states win, Meta's liabilities could be astronomical with estimates ranging from $200 billion to $1.4 trillion.

Meta Stock for example, Netflix, Service Now, Salesforce are close to their 200 day moving average.

I actually was asked exactly that in our uh course member live stream. Somebody's like, "Kevin, you like Meta, you like Netflix? I even like the advertising part of Google even though I'm not exposed to Google, right?" like Kevin, what about Tradeesk?

Stocks like Amazon, Alphabet, and Meta are all aggressively issuing debt. A lot of them are even going free cash flow negative, such as Meta.

Meta Stock has been crashing over the past week because its trials have officially started and people are calling these bellweather trials where the outcome is uncertain and a lot of people are saying that this could seriously impact Meta's business.

And headlines have even been saying that Meta could be liable for over $1.4 trillion worth of damages. To put it plain and simply, that would bankrupt Meta's business.

So, there's a lot of fear in the market surrounding Meta Stock, and this is largely why it has been selling off so much and is all the way back down to 550 bucks. So, in today's video, I want to share my opinions and my research as to what is actually happening with Meta and what the maximum fines and penalties could be towards the company.

This week a trial against Meta seeking 1.4 trillion dollars in damages began in the great city of Oakland, California.

Meta Platforms started the week at $580 per share. It's a Friday. Hopefully you guys are doing well. Uh, Meta not doing better, down over 5% finished the week at 550.

This comes as the opening arguments in that federal trial that we talked about over child safety allegations. This was brought by numerous attorney generals across the different great states of the United States against Meta which is alleging that the company is liable for children's anxiety and in some cases sadly deaths.

Meta got hit hard today.