Axon's current price action is described as 'not normal,' implying it might be stretched or overvalued, but the creator still finds many companies attractive.
Source Post
Meta Just Shipped Something Huge. The Stock Dropped Anyway
Jul 8, 2026
The creator discusses Meta's recent AI model releases (Muse image and video) and their potential for monetization through existing platforms like Instagram and Facebook. Despite these advancements, Meta's stock has declined due to concerns about AI capital expenditure and potential lawsuits. The creator believes Meta is undervalued given its profitability and growth, and sees the AI developments as a key driver for future monetization.
Linked Mentions
Tickers discussed in this post
AMD is mentioned in the context of semiconductor names, alongside Nvidia.
Rocket Lab is mentioned with a $50 billion valuation, used to support the argument that high valuations for some private companies do not mean others must also be extremely overvalued.
Nvidia is considered very much undervalued by the creator, who believes the market is unfairly applying low multiples to profitable big tech companies while overvaluing smaller, unprofitable AI firms.
Amazon is considered very much undervalued by the creator, who believes the market is unfairly applying low multiples to profitable big tech companies while overvaluing smaller, unprofitable AI firms.
Core Scientific is mentioned as a neocloud player that is up today, contrasting with the decline in big tech.
CoreWeave is mentioned as a neocloud player that is up today, contrasting with the decline in big tech.
Palantir is mentioned as being down slightly on the day, alongside other big tech companies.
Microsoft is mentioned as a big tech company down on the day, similar to Meta, with potential AI capex concerns.
Google is mentioned as a big tech company down on the day, similar to Meta, with potential AI capex concerns.
