Podcast Summary: Earn Your Leisure

Episode Title: Investing Daily: Is Meta the Top AI Buy Right Now?
Release Date: November 23, 2025
Hosts: Rashad Bilal, Troy Millings
Podcast: Earn Your Leisure (iHeartPodcasts)

Episode Overview

In this episode, Rashad Bilal and Troy Millings dive deep into the question: Is Meta the best AI investment right now? They break down Meta’s current standing in the AI race, discuss the recent stock movement, and compare Meta’s AI strategy to other major players (CoreWeave, Palantir). The conversation also expands to the challenges and valuation risks with key AI-adjacent companies.

Key Discussion Points & Insights

1. Meta’s Position in the AI Space (03:49 – 06:18)

• Meta’s turnaround since 2022 is highlighted as “incredibly strong.”
• Rashad and Troy emphasize Meta’s aggressive commitment to AI, including increased CapEx and data center investments.
• They note the market’s unfair drag on Meta despite strong fundamentals.

Notable Quotes:

• "Meta, definitely in this class, is incredibly strong. Hell of a turnaround from 2022." — [C, 03:49]
• "Meta is a buy. In fact, I, when I saw it drop 15, I bought it. Now it's down 23. I might have to add some shares to the portfolio again." — [A, 04:03]

Additional Insights:

• Meta’s product diversification (e.g., smart glasses) is doing “incredibly well.”
• Zuckerberg’s leadership and vision receive significant praise for “investing into the right things at the right price at the right time.”
• Some felt his cadence was “lackluster” during the earnings call, but the hosts argue the market overreacted.

Memorable Moment:
"You can argue I won't do it this week. But this year Zuckerberg has been better than Cook. There's no question." — [C, 05:08]

2. Investment Strategy and Stock Movements (05:33 – 06:18)

• Rashad discusses buying Meta on dips, adhering to a personal rule:
  If an asset he believes in drops 20-30%, and options hit -30%/-40%, that’s a signal to buy.
• Meta’s operating margin is “32 to 45%,” highlighted as a positive compared to competitors.

Notable Quotes:

• "All I gotta do now is execute and Meta has done that and it's done it again. I might have to reposition it." — [A, 06:13]

3. The Challenge of AI Infrastructure: CoreWeave Analysis (06:18 – 13:02)

• CoreWeave's growth and decline:
  • Hosts have discussed CoreWeave as a promising AI infrastructure company, notably for its partnership with Nvidia.
  • The main concern is CoreWeave’s high debt load due to data center expansion.
  • The hosts point out that the GPUs they're using (e.g., Nvidia H20s, hoppers) aren’t “top-of-the-line”—making their infrastructure quickly depreciating with each new GPU release.

Notable Quotes:

• "The only thing that troubled me was the debt... They had to take on debt to expand." — [A, 06:20]
• "Even with that CoreWeave having a partnership with Nvidia, CoreWeave is a mistress with a lot of debt." — [C, 12:39]

Market Behavior:

• Rashad notes that after six months, early investors tend to “take some profit off the table,” which explains recent sell-offs.
• Despite recent volatility (stock fell from $149 to $70), the team believes CoreWeave will recover, but warns of overvaluation during the run-up (from $40 to $170).

4. High Valuation Risks: Palantir (13:50 – 16:44)

• Discussion shifts to Palantir, an AI/data analytics company with government contracts.
• Hosts agree Palantir’s valuation is excessive, with a forward PE of 185.
• While the CEO Alex Karp is “Elon-esque” in vision and management, the business’s current share price is not justified by its revenue.

Notable Quotes:

• "Palantir's issue is its valuation... 1700 is too high. Great company. I don't like what they do. I'm starting to like Alex a hell of a lot as the CEO, I won't lie." — [A, 14:10]
• "The forward PE is 185." — [A, 15:39]
• "I think they're the poster child for high valuation. I think they're the poster child and this is the repercussions of it, this pullback here." — [A, 15:53]
• "After the Nvidia trade took off so well, everyone was looking for the next thing to park money into." — [C, 16:34]

Memorable Moment:

• The hosts criticize Palantir’s business model for its impact on “black and brown people,” but praise Alex Karp’s leadership.

Notable Quotes & Speaker Attribution

• [C, 03:49]: “Meta, definitely in this class, is incredibly strong. Hell of a turnaround from 2022.”
• [A, 04:03]: “Meta is a buy. In fact, I, when I saw it drop 15, I bought it. Now it's down 23. I might have to add some shares to the portfolio again.”
• [C, 05:08]: “This year Zuckerberg has been better than Cook. There’s no question.”
• [A, 06:13]: “All I gotta do now is execute and Meta has done that and it's done it again. I might have to reposition it.”
• [A, 06:20]: “The only thing that troubled me was the debt... They had to take on debt to expand.”
• [C, 12:39]: “Even with that CoreWeave having a partnership with Nvidia, CoreWeave is a mistress with a lot of debt.”
• [A, 14:10]: “Palantir's issue is its valuation... 1700 is too high. Great company. I don't like what they do. I'm starting to like Alex a hell of a lot as the CEO, I won't lie.”
• [A, 15:39]: “The forward PE is 185.”
• [A, 15:53]: “I think they're the poster child for high valuation. I think they're the poster child and this is the repercussions of it, this pullback here.”
• [C, 16:34]: “After the Nvidia trade took off so well, everyone was looking for the next thing to park money into.”

Timestamps for Important Segments

• 03:49–05:33: Meta’s resurgence & AI investments
• 05:33–06:18: Stock strategy and Meta’s margins
• 06:18–13:02: CoreWeave analysis: partnership, debt, and infrastructure depreciation
• 13:50–16:44: Palantir: high valuation, leadership, and future risks

Conclusion

The hosts strongly favor Meta as a sound long-term AI investment, citing Zuckerberg's focus, innovation, and infrastructure push—despite recent market pullbacks and negative sentiment from earnings calls. They contrast this with challenges seen in other AI-adjacent firms like CoreWeave (debt, hardware depreciation) and Palantir (valuation risk). Across the episode, recurring advice centers on using market volatility as a buying opportunity, but only for companies with rock-solid business models and management.

Overall Take: Meta stands out as the current top AI buy, primarily due to leadership, discipline in investment, and an ecosystem advantage, while caution is urged for speculative high-valuation plays elsewhere.