Schwab Network on $META (Nov 2, 2026)
Meta is a long-held position the speaker still holds and likes; it is doing quite well in comparison, though the benchmark is unspecified. The problem is heavy AI spending, like many big tech companies, which has practically destroyed its clean balance sheet; it trades at 612, down from a 779 peak.
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With a few exceptions , we always talk about meta, and there are one or two more.
Speaking of meta, they didn't achieve their goals , right? However, Meta has done well , and they still talk about raising large amounts of capital. You've been holding the meta for a long time , literally since day one.
Let me tell you how much it is trading for right now. I'm sure you follow it every moment. It is at 612, down from its peak of 779. I think its performance is quite good in comparison.
But the problem for Meta is that, like many big tech companies, they are spending a lot of money. They have practically destroyed their clean balance sheets to invest in the AI sector.
we still hold Meta, and we like Meta. Actually, Meta is doing quite well in comparison.
What this channel has said about $META
Schwab Network has 34 calls on this stock; only the adjacent ones are shown.