Jose Najarro Stocks on $META (Oct 28, 2026)

now and I think spending numbers aren't going to scare people part of it is that we're finding there's money available like Meta was able to raise the money that they've targeted so I I think on margin I think the stocks going to react positively no matter what they say

do you think Google or Microsoft will announce dilution like Meta today?

It's just do you think Google and Microsoft can I guess the broader question is what do they have to say to avoid a meta drop? Obviously, not diluting would be nice, but is there something that the street's not expecting in terms of cloud or search, Microsoft Copilot or Azure that can actually change and beat expectations?

I mean, meta was up 7% before we got a bad headline.

Agreed. But Meta in their 8K said we need several hundred billion. So like I don't know like at this we need some clarity on how much is needed.

Just like Meta, it was the dilution. It wasn't anything wrong with the earnings.

Facebook ended up selling off

No, but they do have a dividend, which I still don't get why Meta and Google are paying a dividend for now.

To make it easy for developers to port workloads to TPUs, we recently worked closely with Meta to deliver torch TPU, which allows users to train, serve, and deploy PyTorch models on TPUs using the tools they're already familiar with and rely on.

Or is it is it going to independently fall of like Meta? Meta has you know taken a beating all year and the market didn't care. Is that's what's gonna happen to Google or is Google more of a stock that's a signal that this entire market needs a reset if a company it's not like any of us thought Google was overvalued at 320.

But for example, let's say Google goes down 20% in 2027. Like meta or 15% whatever it's basically now down 5% year to date. It's because of capex, right? Negative free cash flow, increase capex.

Meta Okay, Meta. Yes, because they just did it.

you would imagine every week to issue a full 12 billion in Q3. They're going to have to issue XYZ number of shares. And so that's now the concern with Meta that they're going to be doing that.

They already unveiled a plan for 40 million shares today.

I think Meta's price here is super interesting. So, there's lots of areas for me to enter into if it's not Google. It's not like uh Google's the only name worth buying.

Meta at 620 or Google at 285 if you had to pick one. It's it's I've always said the same. So, continue. Even today, it's still Meta.

What if meta was like what if meta was like 700 then it would be Google? I think meta technically is more undervalued than Google at two at 620 on a P. I mean, even at 700, you can make the case that it's that it's more,