Meta is undervalued ('dirt cheap') with a bull thesis targeting $1,800/share and an easy double, supported by Muse launch success, rising value of owned GPUs, and $15B free cash flow.

We've also got meta freaking skyrocketing, dude. Uh, like I mean we got we got six figures of exposure to Meta and we're really really excited about this, but not that fast, bro.

This is what I'm saying. Sometimes, man, this stuff just goes so damn fast. Holy smokes, man. 12 and a half% on the day. That is absolutely ridiculous.

still targeting $700 on Meta by Friday because on Friday I held up a sheet and I'm like that call was not clear yet. It was like yellow. I'm like dude it went down to 666 the devil's number.

I'm like I still think it's going to go to 700 by next Friday. I reiterated that this morning bro the puppy hit 749. What the houble hockey say? It's all skyrocketed today. It was crazy.

We saw we talked about Amazon blocking meta this morning and how that's actually like bullish meta, right?

Meta did so well. We've got like six figures in Meta. We've been buying Meta like crazy. We're like sending buy alerts about how we're buying Meta and it just skyrocketed 12 and a half% today.

Now, we need to talk a little bit about AMD and Meta somemore. Metamuse I guess has a desktop app now as well. I've been using them on phone and they're fine.

But apparently now you can download a desktop app and do even more. So, pretty remarkable.

And Meta literally uses that money to fund what they're doing and expand the business. This is an $1,800 stock. Nobody wants to hear it from me. Whatever.

shares a meta best day since April of 2025. Thank you.

Oh yeah. I mean, so they have these delicious call options over here. That just boost earnings at Meta and OpenAI. Frankly, like Meta's going to have to take the valuation up on this, right?

Meta will have to recognize uh profit on this. That's I think the crazy thing about this too is when you think about that it's like oh yeah like that does accelerate this circularness in a weird way because they make money on those options.

Those options have to get reported on the income statement.

What if I just do meta? Yeah, even if I just do meta, it's registering way lower than GPT. Interesting. Still some work to do there, I guess.

Okay, next. Next, next. Next. Here we go. Top app. Risen to the top of mobile app charts. ranked number one free app on the Apple App Store and Google Stores. Wow. Wow. Almost a million downloads since uh introduced on September 8th. That's remarkable.

This is news is also available within WhatsApp indicating even more users may have snagged it outside of just this customized AI agents that can get sent out to the web by contrast.

Meta AI is for images and short form. Muse is free within limits but 20 or $100 a month when it comes to more weekly tokens.

Okay, Meta has hit on its hands with Muse. Has a hit on its hands. Oh, wow. Okay, that was a weird way to put that. It investments may not have been in vain. Well, that's the biggest concern that people have is that Zuck's wasting money again. potential new user driver, engagement driver.

Then you've got strength in tech was lifted, NASDAQ up, meta up. Stocks had the best day since August. Nice.

Metamuse has led to an explosion in CPU related stocks and boy there are a lot of opportunities in the stock market more so than just Meta Stock and AMD which absolutely crushed today.

You got six figures almost multiple probably multiple figures at this point of exposure to Meta. Uh you've got a delicious bounce off of the legendary 544 line and a breakout on the downtrend here. Glorious move on Meta up 11.4%.

is actually one of the reasons that I bought Meta because I thought, okay, well, Meta stock is not only an advertiser paying for their AI development, but [laughter] they are also a beneficiary of the GPUs that they're buying, the over 4 gigawatts of compute they have.

The value of those GPUs has only gone up. And they're a beneficiary of AI productivity, which their Muse launch is incredible.

We also called out meta breaking through uh to breaking up to 700 this week and it went all the way up to 741 which blew my mind.

So, you've got AMD, Intel, you've got ARM, Apple, obviously Meta, which is driving this insanity today.

Whether you're looking at Meta, who still has 15 billion of free cash flow, which is actually remarkable that they still have that.

AMD offered call options known on a company to company basis as Warrants to Meta and OpenAI. So, this means Meta on the skyrocketing of AMD shares is probably now going to have to recognize a profit on their call options on uh AMD, which allow them to buy AMD at one penny per share.

and they get to exercise that anytime between October 5th, 2030 uh and between now and October 5th, 2030 for OpenAI and now through February 23rd, 2031 for Meta.

So, you do have Lisa Sue going out to companies like Meta and OpenAI saying, "Hey, can you guys go buy six gigawatts worth of our chips? In exchange, we are going to give you shares." that is dilutive but in fairness it's just a different form of circular financing compared to what Nvidia does which is investing directly into companies the extra cash flow that they have which they have much more than AMD to give uh and then creating demand as a result of that

and then we look at Meta Stock. We're like I don't know. Should we do a flash sale? So we're doing a flash sale on it.

advertisers here when we talked about that uh we made a call on Meta on August 28th that this stock was about to skyrocket and it did. We made that call when it was at about $566.

This still has opportunities. We're talking so much about AMD and Nvidia, and I don't want people to forget that Meta, in my opinion, is still dirt cheap.

Anyway, to me, this is an $1,800 stock. There's so much money in uh Meta. So, I've got Meta at basically an $1,800 price target.

I think Meta's got an easy double in it.

We're early for Meta.