Source Post

They’re Wrong About These 2 AI Stocks

May 28, 2026

The creator discusses two AI-focused stocks, Meta and Salesforce, analyzing their recent performance, investor concerns, and future potential. Meta is facing scrutiny over its AI capital expenditures, but potential new revenue streams from paid subscriptions and cloud computing could change the narrative. Salesforce, despite recent weakness, has returned significant capital to shareholders through buybacks, and the creator will compare the two stocks' investment opportunities.

Linked Mentions

Tickers discussed in this post

CRMNeutralMedium ConvictionSignal-backedPrimary

Salesforce's stock is currently weak due to AI disruption worries and slower growth, but the company has returned over $27 billion to shareholders via buybacks.

METANeutralMedium ConvictionSignal-backedPrimary

Meta is being scrutinized for its AI capex, but potential new revenue streams from paid subscriptions and cloud computing could alter the investment narrative.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.