What Meet Kevin said in this video:
- EBAYneutraleBay's layoffs are cited as evidence of the AI-efficiency trend, with no directional view given on the stock itself.Source
- NFLXneutralNetflix's layoffs are mentioned to support his AI labor-displacement thesis; no directional stock view is expressed.Source
- Employmentnegative for stockslong-termHe argues the ultimate beneficiaries of AI will be businesses that use it to replace workers, not people, a call he has held since 2023 and still stands by.Source
- METAneutralmid-termCosts are rising 45% against 26% revenue growth, shrinking margins, and $279 billion of not-yet-commenced leases sit off the balance sheet, which he flags as a transparency concern.Source
- METAbullishlong-termThe host discloses he owns Meta, views it as relatively inexpensive at roughly a 1x PEG, reiterates an $1800 fair value, and models a 2.7x upside to about $1890.Source