Investing Daily: Is Meta the Top AI Buy Right Now?

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3:17Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. PNC Bank, National Association member, FDIC. I think meta definitely in this class is incredibly strong. Hell of a turnaround from 2022. I think it's unfair, but I think it's just like general market conditions that's dragging them a hell of a lot lower. I'm with you 100 % metal is a buy in fact when I saw it drop 15 % I bought it now it's down 23 I might have to add some shares to the portfolio again I like the aggressiveness of Zuckerberg their capex spend you know they said they're increasing it they're all in on this they understand the severity of winning this AI race they have the innovation they have the data when you're talking about all the platforms that they have at their disposal.

4:13They have products now. The glasses are doing pretty well. The glasses are doing incredibly well. Their data center expansion and their vision for AI, all pun intended, is very clear. It's going to cost. Their understanding of that. I think people took his cadence during the earnings call a little to heart and said he was a little too lackluster and a little frivolous about how be speaking about this cap backs but it's a spiritual investment that's the part that's it if he did okay and i was super critical of the metaverse investment that in that story but he's investing into the right things at the right price at the right time to not be left behind when apple didn't and they get punished makes no sense you can argue i won't do it this week but this year Zuckerberg has been better than Cook there's no question the resurgence has been incredible right like we're talking I mean it was down in the 490s I know it pulled back obviously during the deep seek thing but it's rebound it was at 7 over like 750 at one point 749 and obviously it's pulled back here and you know it's probably one of those golden rules of investment for me if an asset that I truly truly believe in is at a discount if it's between 20 to 30 % and I also see the options down 30-40 % it hits the check check check check all I got to do now is execute and Meta has done that and it's done it again might have to reposition it but yeah operating margin 45 % net margin is 32 % which is the opposite for a company like again all these companies not created equal we've been speaking about it and I know it's one of the companies you just said, but we've been saying six months, six months, that's been our golden rule.

6:11Six months came in September. It's been trending downwards since they reported earnings. And I like CoreWeb. I've always said I liked it. The only thing that troubled me was the debt. Right? Like their data center expansion, it's not, they had to take on debt to expand. Now they do have NVIDIA as a partner, but when you think of how they're using nvidia right like nvidia is supplying uh gpus to them but they're not the top of the line gpus right like it's not blackwell it's not blackwell ultra it's not ruben they were using the h20s and so the hoppers um for those who are in the know but when you think about that right like people are going to lease that compute but they're leasing it at a lower tier model, right?

7:02So that almost becomes a depreciating asset every time the company puts out a newer version. So by the time you're... What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult. NLP was used on me to access my subconscious. NLP, aka neuro-linguistic programming, is a blend of hypnosis, linguistics, and psychology.

7:40Fans say it's like finally getting a user manual for your brain. It's about engineering consciousness. Mind Games is the story of NLP, its crazy cast of disciples, and the fake doctor who invented it at a new age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora.

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10:18This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us anymore. Okay, great, great, great way to start. So this is a great beginning and hopefully you'll be able to, I don't know, maybe you will cry. Amanda Seyfried. Life is so short. If you feel something like that, you have that fire in you for this experience. It's not for a guy. It's for the experience of being in love. And like, it's bigger than a guy. Elizabeth Olsen. I love swimming naked so much. And I know you love taking pictures of yourself naked.

10:54I love to be naked. I just want to be in my brown underwear all the time. Ross Matthews. You know what kids always say to me? Are you a boy or a girl? Oh my God. All the time. That's so funny. I know. So I'm always like, hi. I try to butch it up for kids, you know, so they're not confused. Yeah, but you're butching it up is basically like Doris Day. Right? No, I turn into Bea Arthur. Listen to these episodes of Dear Chelsea on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Using the hopper, they've already had Blackwell. By the time you got Blackwell and you're leasing that, they've already...

11:28And then it's Ruben, it's Ruben. And so that becomes a depreciating asset. That business model is interesting, but the debt that they're taking on to expand is concerning because they have to generate a certain amount of revenue just to offset it. and it doesn't look like they're doing that right now, which is why you saw the stock fall so greatly from, I think,$149. I think it's trading at like$70 now. So that's my slight issue with Corweave. I think it'll be here, obviously, as NVIDIA has a vested stake in them. That's my major concern with Corweave. Even with that, Corweave having a partnership with NVIDIA, Corweave's a mistress with a lot of debt.

12:08Just because you get to hang out once a week, it does not mean that your primary investment is over with. All y 'all who kept acting like y 'all were in the video, it's over with. Something dead is good. Just a prime example of why it's not. No. You're saying they're over with, Corey? Not saying that. They're not A-class. No. I started it by saying all the companies are not A-class. But it's a lot of people who were like, well, they're going to... People traded it and they did make money. So I'm not mad at those people who like hey i was part of the ipo when it was at 40 then it ran great i'm all for that's dope if you were in the private market but even the people at the private shit they got rid of it that's a shot that's all the stock game they're the seller that's why i said we gotta wait six months because after that six month hold up we're gonna see people say all right we're taking profit we've made money we've had it pre-ipo this is a nice run up let's let's take some profit off the table for events like this where it's now trading at 70 um so we'll see where it heads over the next couple weeks.

13:09We'll see. Wednesday, again, will be a teller, right? They'll bounce back eventually and get back into the 90s, the 100 range. But that run up from 40 to like 170. Yeah, it was crazy. Overvalued. Chat. Put in chat. Hit the like button and share. What about Pounder? I think Pounder's issue is his valuation. The valuation is too high, bro. What's the number? 17 something? 1700 is too high like great company i don't like what they do i'm starting to like alex a hell of a lot as the ceo i won't lie i don't like the mission because of how it affects black and brown people but when it ran from 584 to 207 great returns if you made money on it i'm incredibly happy but i I don't know.

14:04Technically, okay. If Palantir is publicly traded and the real goodness, much coverage and lore around it is scary. If I'm a Palantir owner for sure. Now, is there an ecosystem where both of them can thrive? And I think of course, Alex is a Elon ask CEO, where he's driving a lot of the value through his vision, work ethic, selection and curation of executive management team, for sure. But the valuation on this company is too high. And I even think if you look at Peter Thiel and Alex, if you got them in a private conversation, they would tell you the same thing. Like the true range, they should be in the one 21 30 range if they were there there would be more room to to go but they hit their half of the year for sure the forward p is 185 that's fucking insane so i mean the the revenue the revenue isn't matching that just yet will it um at some point right we're talking about the amount of government contracts that they will secure and i'm not just talking domestically i'm talking like global government contracting that i'm sure that they'll play a role in yeah that number that that that revenue has to come in at some at some point that could even match this i think they're they're a victim of hey this thing has run too high people are talking about an ai bubble this is ai tech in the in the uh sense of having defense tech who is the poster child for high valuation i think they're the poster child and this is this is the repercussions of it just pull back here after the nvidia trade took off so well everyone was looking for the next thing to park money into great company once again don't like the mission earners what's up you ever walk into a small business and everything just works like the checkout is fast the receipts are digital tipping is a breeze and you're out the door before the line even builds odds are they're using square we love supporting businesses that run on square because it just feels seamless whether it's a local coffee shop a vendor at a pop-up market or even one of our merch partners square makes it easy for them to take payments manage inventory and run their business with confidence all from one simple system.

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17:55Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, aka neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. You know, we always say new year, new me, but real change starts on the inside. It starts with giving your mind and your spirit the same attention you give your goals. Hey, everybody. It's Michelle Williams, host of Checking In on the Black Effect Podcast Network.

18:38And on my podcast, we talk mental health, healing, growth, and everything you need to step into your next season, whole and empowered. New year, real you. Listen to Checking In with Michelle Williams from the Black Effect Podcast Network on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. I actually drop better when I'm high. It heightens my senses, calms me down. If anything, I'm more careful. Honestly, it just helps me focus. That's probably what the driver who killed a four-year-old told himself. And now he's in prison. You see, no matter what you tell yourself, if you feel different, you drive different.

19:22So if you're high, just don't drive. Brought to you by NHTSA and the Ad Council. I didn't really have an interest in being on air. I kind of was up there to just try and infiltrate the building. From the underground clubs that shaped global music to the pastors and creators who built the cultural empire, the Atlanta Is podcast uncovers the stories behind one of the most influential cities in the world. The thing I love about Atlanta is that it's a city of hustlers, man. Each episode explores a different chapter of Atlanta's rise, featuring conversations with Ludacris, Will Packer, Pastor Jamal Bryant, DJ Drama, and more.

19:58The full series is available to listen to now. Listen to Atlanta is on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Crook and Chase Nashville chats with the coolest cat in country music. He is edgy. He's fun. He is Chase Matthews. Keith Urban helped make him a global sensation last year, but it's his recent number one hit darling that put Chase on the map and launched a fun and difficult conversation about lovers who cheat and lie. That's why I'm scared to get married. You give me trust issues, brother. Crook and Chase Nashville Chats with Chase Matthew. Listen and subscribe on the iHeartRadio app, Apple Podcasts, or wherever you listen to podcasts.

20:37This is an iHeart Podcast. Guaranteed human.