Meet Kevin on $META (Nov 9, 2026)
The speaker owns Meta and likes it, and expects big revenue growth from Meta's plan to spend more on sales teams modeled on Palantir's Forward Deployed Engineers, who onboard customers and add them to ARR.
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Credit default swaps for companies like Oracle or Meta are not at their highest levels.
Now these are the names they like. They are emphasizing Amazon, Meta, Microsoft, SpaceX, and Nvidia.
Personally, I like all of these companies. I own shares in Meta, Amazon, Microsoft, Nvidia, and SpaceX.
But Meta is doing this too. Meta plans to spend more money on sales teams, essentially creating sales teams like Palantir's Forward Deployed Engineers, who will go and set up people and add them to ARR. Big revenue growth will come from there.
What this channel has said about $META
Meet Kevin has 28 calls on this stock; only the adjacent ones are shown.