$META

Meta is preferred for investment due to >$200B revenue, 30% growth, and profitable core business.

Bullish
“OpenAI vs Anthropic IPO: Either, Neither, or Both?”
The Motley FoolPublished Sep 22 · 7 passages

Jump to any passage

7 passages
6:1619:53

This is something we'll get into a bit about Meta in a little while, but this is kind of what Meta is trying to do, isn't it? It is, "Hey guys, do all your shopping, business, and affairs, and we will take a percentage of those purchases that you make on our platform."

Yes, because, I mean, you just said with Meta I think it's simpler. Isn't that so? Because they own the platforms: Instagram, Messenger, WhatsApp, Facebook. You advertise on it.

You can create an e-commerce store on it. So, well, that makes sense. I spend time on their platform. You are advertising on their platform. I buy things through their platform. Well, you're taking a small share.

It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.

They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.

I think Mark Zuckerberg said that. We slowed down and delayed the release of the new one because we worked behind the scenes to make sure that all these gaps and the like were addressed, which is not really a new thing.

Yes, there is definitely a lot of money out there, but I always come back to the fact that you have Meta and Google, and if they suddenly start taking things more seriously, they have enough money to offer things for free.

Anything you can do, we can do, and we offer it for free because we have an ecosystem. We have a platform where we own all of that. That's something I don't think other companies really possess at the moment.

At those prices, which are probably the same price I could currently pay to buy a "Meta", I would say neither. I would say neither, because I would prefer to buy a company like Meta, which generates revenues exceeding $200 billion and is growing at a rate of 30%.

I am exactly like you . I would buy shares in Google, Amazon, or Meta if I had to choose.

What this channel has said about $META

The Motley Fool has 3 calls on this stock; only the adjacent ones are shown.

2026-09-22BullishThis one
This is something we'll get into a bit about Meta in a little while, but this is kind of what Meta is trying to do, isn't it? It is, "Hey guys, do all your shopping, business, and affairs, and we will take a percentage of those purchases that you make on our platform."
2026-09-07Bullish
Meta is looking to spend up to $145 billion on AI capital expenditures this year.
Quote at 01:03 ›
See full history ›
KOL Says