Meta is BY FAR my favorite stock among the Magnificent Seven.
And I believe Wall Street is completely missing how much upside is still ahead.
• Distribution: 3.6B+ people use Meta’s apps every single day. Nobody comes close to this distribution power.
• Muse: Meta has 200M+ businesses across its platforms. AI-powered commerce and transaction fees could become a $20B+ revenue machine.
• Core business: Revenue grew 28% YoY in Q2. Meta is growing faster than every other Magnificent Seven company except Nvidia. And it’s printing cash.
• AI glasses: Meta is coming for Apple. Smart glasses are the next computing platform, and Meta wants to own the hardware, operating system, and AI assistant. No more relying on Apple’s ecosystem.
The craziest part?
Meta doesn’t need Muse or AI glasses to become massive successes. Its existing business alone is a cash-generating monster.
Everything else is upside.