Meta's core business is strong with 28% revenue growth and record daily active users, and despite a recent 11% stock drop due to missed earnings (driven by one-time costs), the stock is considered remarkably cheap at 16x forward earnings and a buy.
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The creator discusses three hyperscaler stocks they are doubling down on: Google (GOOG), Amazon (AMZN), and...
Aug 4, 2026
The creator discusses three hyperscaler stocks they are doubling down on: Google (GOOG), Amazon (AMZN), and Meta (META). They analyze recent earnings, growth metrics, and valuation for each, concluding with a buy recommendation for Meta despite a recent sell-off.
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Amazon delivered a monster quarter with 20% revenue growth, driven by AWS's fastest growth in 18 quarters, and despite AI spending pushing free cash flow negative, the stock is considered one of the strongest buys at 18x operating cash flow.
Google's revenue grew 24% to $120 billion, with Google Cloud showing 82% revenue growth, but high capital spending and negative free cash flow make the creator wait for a better entry point around $300.