META 被低估；预期每股收益增长 20%（高于市场共识的 15.6%），支撑 1,470 至 1,900 美元的目标价。

It's also opportunities coming to left behind plays like MetaP which what's really remarkable here is two months ago I argued that there was a transition coming to tech stocks and I specifically called out Meta on August 28th saying that Meta stock was about to skyrocket.

August 28th Meta closed for 566 which is barely above this orange legendary line here. Obviously, now it's at $712. It's up 7%. Even last week, I reiterated my over $700 call or my $700 call for this week.

By this Friday, my target was that Meadow was going to get to $700.

But I want to show you some of the financials on it because to me, this is a play that's still cheap. why Meta Stock is about to violently skyrocket. And that was on August 28th.

So that was even a public video. You didn't even have to be a course member to see that one because I've been so vocal about how cheap Meta has gotten.

If you look at Meta's valuation, not just their valuation, but what's going on with Meta. If you look at the Meta documents we've put together, you can see a few different things.

one you I wrote that they're spending on their Hatch release that's coming that ended up that was code name Hatch that ended up being the Muse project which has gone absolutely viral.

It's basically bringing agents to the masses like Rockbot.

It actually just brings more attention to a product like Metamuse. It's actually very impressive. They are spending a ton of money advertising Metamuse as well. Lot of partnerships that they've been doing with creators.

Um I haven't taken any partnerships. I just I just see this in the community. Uh they've also, you know, what they're doing is they're bringing agents to the masses like Grockbot.

And you have to know the user base difference between a Grockbot X platform which is around 400 million users per month compared to Meta at 3.2 billion on an average daily basis.

So, advertising, you know, AI is is basically squeezing advertising into destinations people go for entertainment, which agents aren't going to. Meta to me is still dirt cheap even at this price.

Uh now obviously I have exposure to some of the names that I'm talking about here, Meta included, because I, you know, I believe in these numbers. We're putting our money where our mouth is. But I'm just being transparent here.

Markets right now are only forecasting that Meta's earnings per share growth is going to be 9.61%. Uh over the next year, that's really low in my opinion. And my take is that uh they're probably going to average growth closer to 20% on earnings per share over the next four years.

Wall Street sits at 15.6. So I'm a little bit more bullish on growth than what Wall Street is.

Not only with the watermelon release coming out, but also what you have with Metam Muse. If you factor this at 20% average growth, this stock is trading for a one peg. Any like a stock like this to me should be trading for somewhere around 2.6.

69. That puts this company between $1,470 on Wall Street estimates to nearly $1,900 on the Kevin estimates.

Cloudflare for example is up 5.7% right up there with Cerebraas up 5.4. Meta's up 7%. Apple's green. Apple deserves to be even more green than that. So does Nvidia. But Nvidia's got to break through the 227 wall.

Once Nvidia breaks through 227, that in my opinion is is really when the hardware rally is underway and it lifts all ships. You'll go from 227 to over 300 is my take on Nvidia really rapidly.

or you're able to finance at lower rates like Google or Meta or SpaceX because you have a really profitable other business outside of hardware uh for for data centers.