BorgWarner is mentioned as a good business with significant revenue, used as a point of comparison to Meta's much larger scale.
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Meta $META - Buying the Dip?
Apr 15, 2026
The creator discusses Meta ($META), highlighting its recent stock performance, strong fundamentals, and potential in the AI era. Despite legal setbacks, the stock shows significant revenue growth and profit margins. The creator, who owns Meta shares, views the current market price as a discount for a superb business, though acknowledges the need for a strong AI moment. Another analyst discusses selling Meta at $598 due to a head and shoulders pattern and buying back in at lower levels, citing price action over news.
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The creator views Meta as a superb business with fantastic fundamentals, trading at a discount, and expresses a strong desire to own it, currently holding a significant position.
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METAbuy opened Apr 15, 2026
-8.51%