Gene Munster's positive call on Apple is mentioned as an example of his good calls, contrasting with his bearish stance on Meta.
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Amazon Blocks Meta: The Agentic Wars Have Started
Sep 21, 2026
Joseph Carlson discusses the recent surge in Meta's stock price, attributing it to a combination of a low forward PE ratio, strong growth, and a wide economic moat. He highlights that Meta was previously undervalued and growing quickly, making it an ideal investment setup. The launch of Metamuse and a positive sentiment shift have further propelled the stock, which has gained 33% in the past month.
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Jensen Huang's quote about Meta using AI better than anyone else is mentioned in the context of Meta's current AI success.
Walmart is presented as a potential beneficiary if Amazon continues to block Meta's Muse, as Muse could direct its users to shop on Walmart.com.
Amazon is reportedly blocking Meta's new product, Metamuse, citing security and privacy concerns, though the real reasons are speculated to be different.
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