META

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

I think that Meta Company It will be amazing. If you You want to know My investments, I believe That "Meta" will be one In addition to them, And I think "Meta" is priced Under 600 is a deal Winning.

So, keep in mind When I show you the "Lip" option And I will move on to "Meta" now. I will open "Meta" "I'll show you what I'm looking for."

Look In addition, "Meta". when I prepared this presentation; Meta's price here is 566. Now, "Meta" is rising Indeed, very strongly.

Now, the second arrow is Meta. I think Meta is another crazy one. Currently, it costs around $600. Meta's price-to-earnings ratio is also insane, around 19. This stock was much cheaper before, and we were talking about it in this channel when it was below the 500 level .

we will look at Meta again which is a episode that we actually just recorded

Um but I mean I'm biased myself like for example you look at Meta pretty um pretty critically in terms of its uh um its influence on especially kids, teens and people in general. Um, well, I use meta primarily to look at the ads and I always think they're great and I get stuff and I feel like I'm personally biased because I like to use it and I don't feel like I scroll a lot.

Let's Let's look at Meta. We'll just see what that one's doing cuz So, we are coming off of that 520 uh level much better now. Uh since we we spent a good majority of August trying to move away from that, but uh we're now managing our way uh the price managing its way through the 50 uh day SMA. And you still have a bunch of moving averages to the upside. It's going to provide resistance. Uh the 200, the 500. Uh then there's also apparently a spot up in the 680s that looks like it's also been providing some resistance for uh pretty much a good portion of this year.

This looks like another major legal hurdle facing one of the big technology companies, similar to what just happened with Meta. Then we will take a look at all of Meta's new releases and launches regarding their new artificial intelligence. They have been rolling out their products like crazy, and it seems the stock is starting to respond well.

Here you can see all the holdings within QMVP, most notably Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta.

The next stock I'm going to highlight as a great buying opportunity is Meta Platforms. I calculated a fair value for this business at $72 per share with the current market price at $571.

Given that difference, I calculated an upside of 23% for Meta over the next 12 to 18 months. The outcome of the court case was less than feared with the company paying a settlement just above $10 billion, but it will be spread out over 10 years and the payments annually are not that significant compared to the cash flow from operations the business generates.

I just bought $25,000 worth of meta stock. I believe it's going to be one of the best stocks to buy now for the long term.

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.

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.

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.