Creator sentiment
10 creators · 10 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Morgan Stanley is overweight and Kevin owns it.
- +Meta is investing in sales teams to anchor customers into ARR, driving revenue growth.
- +Views Meta as extremely undervalued.
- +Added 3 shares on Tuesday, still sees a lot of growth left.
- +Trading at roughly 20x forward earnings, which the creator views as very undervalued.
- +Core advertising business is extremely profitable and still growing users and ad impressions.
- +AI is already improving ad targeting and recommendations, and the new Muse product has seen strong early reception.
- +Negative free cash flow is temporary due to data center and GPU buildout; cash flow should turn positive within about a year.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Morgan Stanley is overweight and Kevin owns it. · Meta is investing in sales teams to anchor customers into ARR, driving revenue growth.
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Stock looks cheap on conservative 8% growth assumptions, but AI capex is exploding and free cash flow is turning negative. · $700B of AI commitments vs $83B on balance sheet and $350B of purchase commitments create significant risk. · Potential dilution from $100B equity raises could offset prior buybacks; the AI bet makes it high risk/high reward.
