The Acquirers Podcast on $META (Nov 5, 2026)
The speaker has strongly strengthened his positions in Meta, Google and Amazon, and finds Meta compelling and attractive to own; he also cites Meta as having a stronger path to profitability and stronger foundations for leveraging artificial intelligence than the company he was comparing it against.
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I don't think their path to profitability and the foundations for leveraging artificial intelligence are as strong as those of companies like Amazon, Meta, and Alphabet around the world.
I mean, I can tell you that I have strengthened my positions strongly in most of the ultra-large-scale computing companies. Meta, Google, Amazon. I thought it was very attractive.
I mean, Google's cloud computing activity has grown by 100%. They've increased their revenue, think about it. This is unbelievable, man. That company is huge. Revenue growth of 25%.
Also, when you look at "meta" as well. I mean, I don't think there are many companies better than Amazon for me to own in this world. So, I think these companies are really compelling.
What this channel has said about $META
The Acquirers Podcast has 5 calls on this stock; only the adjacent ones are shown.