Скачать или смотреть I’m Watching This Stock Like a Hawk in 2026

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Contents
00:00 Introduction - Performance Track Record
00:42 Introduction – The Stock
01:10 Introduction - Video Format
01:48 Financials - User Base Overview
02:06 Financials - Revenue Growth
02:49 Financials - Earnings (The Problem)
04:30 Financials - Cash Flow and Debt
05:10 Financials - Summary
06:03 The Bull Case - AI/Llama
08:55 The Bull Case - Reality Labs & VR
10:54 The Bull Case - Summary
11:21 The Bear Case - CapEx Concerns
12:41 The Bear Case - AI Investment Risk
15:17 The Bear Case - Reality Labs Losses
16:59 My Strategy - Why I'm Interested
18:19 My Strategy – Valuation (The issue)
19:08 My Strategy – Target Valuation
20:55 View My Strategy