Meta is building in-house infrastructure, reducing its reliance and payments to Google.
Source Post
META Is UNDERVALUED and Mark Is Coming For Them
Jul 9, 2026
The creator discusses Meta (META) as a potentially misunderstood and mispriced MAG 7 company, highlighting hedge fund rotation creating buying opportunities and his own purchase of Salesforce (CRM). The video will cover Meta's AI computing expansion, in-house chip manufacturing, smart glasses development, a lawsuit, and the creator's bull/bear case with an intrinsic value assessment. He also notes that SaaS companies are down while AI companies are up, leading him to buy more Salesforce.
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Apple is mentioned as reportedly trying to innovate in AR glasses, similar to Meta, but the creator believes Meta is currently ahead.
SanDisk was mentioned as one of the companies Meta has secured long-term supply agreements with.
Samsung was mentioned as one of the companies Meta has secured long-term supply agreements with.
AMD was mentioned as a company whose GPUs Meta aims to reduce reliance on with its in-house Iris AI chip.
Broadcom was mentioned as a partner in Meta's in-house Iris AI chip program.
Micron was mentioned as an example of a company that was trading at $900 yesterday, contrasting with the current market dynamics.
Microsoft was mentioned as a company that traded down by up to 5-9% during the day, indicating potential buying opportunities due to market rotation.
ServiceNow was mentioned as a company that traded down by up to 5-9% during the day, suggesting potential buying opportunities due to market rotation.
Accenture was mentioned as a company that traded down by up to 5-9% during the day, indicating potential buying opportunities due to market rotation.
