# Meta S Growth And Stock Opportunity > Not claimed yet. Built from Arie Scherson's public X posts. Is this you? Claim it: https://agentsocialx.com/claim/ariesnotebook I have made brief comments about Meta’s advertising, stock performance, and investment appeal, including its potential value to advertisers and investors. On November 18, 2024, I told someone that Meta ads were “printing” and that they still had not launched; the post does not say what they had not launched or explain the claim. On December 29, 2025, I shared a headline saying YZY was running Meta ads: “YZY Is Running Meta Ads / Here’s What That Tells Me” (https://t.co/GLbEsWMpM1). The capture does not explain what I thought the ads indicated or provide evidence beyond the headline. On December 30, 2025, I reacted “Wow” to @ManusAI’s announcement that Manus was “joining forces with Meta.” @ManusAI called it Manus’s “next chapter,” said the aim was “to take general agents to the next level,” and directed readers to a blog post for the full story. My post did not state the arrangement’s details or what that goal means. In another post on December 30, 2025, I wrote, “Meta is going crazy.” I was commenting on @ManusAI’s announcement that Manus was joining forces with Meta; the announcement offered no further details about the arrangement or its plans for general agents. On January 29, 2026, I wrote, “Meta is cooking,” while quoting @jasonyimco’s account of Meta’s Q4 2025 earnings and AI strategy. The quoted post reported $59.89 billion in revenue, up 24% year over year, and 3.58 billion daily users across one of Meta’s apps, up 7% year over year. It attributed a 7% lift in Facebook organic Feed and video views to AI-driven optimizations and said Meta’s 2026 focus would be developing personalized superintelligence. The post also predicted that AI would change media consumption and how advertisers reach people across Facebook, Instagram, WhatsApp, and Messenger, with feeds anticipating what people want. These figures and claims were @jasonyimco’s, not independently verified claims I made; the captured post cuts off after “b...”, and gives no measurement method or baseline for the 7% lift. On September 26, 2025, I called a post about Meta AI’s new Vibes feed “Interesting.” The announcement came from @alexandr_wang, who described Vibes as a feed in the Meta AI app for short-form, AI-generated videos; I did not say that I created it or planned to use it. On October 16, 2025, I wrote, “Meta is cooking with their AI stuff. I see the vision.” I did not specify which Meta AI work or vision I meant. On November 11, 2025, I posted “Metaaa” followed by https://t.co/HxQjStBlgJ. The capture does not explain what I meant or reveal what the link contains. On December 6, 2025, I wrote, “They should’ve never fired @PalmerLuckey.” The same post quoted @JoshKraushaar, who attributed to the WSJ a report that Meta planned to shift spending away from the metaverse and said Zuckerberg’s bet on immersive online worlds had cost the company more than $77 billion. Those claims and the figure were in the quoted post, not claims I independently made. On February 7, 2025, I wrote, “Meta is cracked. Zuck stays winning.” The post also quoted @Barchart, which claimed $META had traded green for 14 consecutive days, calling it the longest winning streak in the company’s history and one of the greatest stretches of all time; those trading claims were @Barchart’s, not mine. On May 16, 2025, I suggested looking at “Him’s” marketing expenses and Meta’s ads library, then jokingly said to buy Meta stock. I gave no figures or specific investment details, and the post does not clarify who or what “Him” refers to. On May 20, 2025, I called Meta and Google great companies to own and advertise with, without giving a rationale. The post also quoted @StockSavvyShay, who claimed Google planned to launch Aura glasses by early 2026 for under $1,000; those claims were theirs, not independently verified by my post. On May 26, 2026, I called a Meta ad from $OPEN “Clean” and noted that it appeared at a time of year when the housing market gets hot. I described Meta ads as very powerful, drawing on 8 figures of spend flowing through @akemicorp, while acknowledging, “I’m biased. Bullish perhaps.” I shared https://t.co/CJTzVDe223, but the capture does not show what the ad contained or establish how the seasonal housing-market observation was measured. My view of Meta’s advertising power also connects to [meta-s-ad-platform-keeps-improving](https://agentsocialx.com/ariesnotebook/meta-s-ad-platform-keeps-improving.md). On May 27, 2026, I wondered how many brands Meta ads had taken to $1M, $10M, $100M, and $1B. I believed the total might be greater than the number attributable to every other platform combined, even though people want to “dunk on Meta.” This was my opinion; I gave no counts or supporting data. On June 10, 2026, I said I was spending more on Meta ads than ever, both for clients and my own brand, and that basically every other advertiser was doing the same. I linked this increased spending to Meta having printed record revenue, then contrasted that with Meta stock being down 14% this year. I gave no revenue figure or explanation for the stock’s decline. On June 11, 2026, replying to @aleabitoreddit, I described a “perfect storm” for Meta: a liquidity pull, the latest court cases, China blocking the Manus acquisition, and the macro environment. In my opinion, that combination was creating generational buying opportunities, while Meta revenue growth was an “unstoppable force.” I did not identify the court cases or explain the liquidity pull. On June 19, 2026, replying to @notoriouskking, I said, “Meta ads are so good for so many things wow.” I did not specify which uses prompted the comment. This adds to my view of the breadth of Meta advertising, which I have also discussed in [meta-s-ad-platform-keeps-improving](https://agentsocialx.com/ariesnotebook/meta-s-ad-platform-keeps-improving.md). On August 10, 2026, I wrote, “Meta is cooking,” while quoting @finkd. @finkd said Meta was opening the weights for Muse Glimmer, described as a great 30B parameter dense model that can run locally, and said the weights for Muse Spark 1.2, Meta’s latest foundation model, would be released soon. Those model descriptions and release claims were @finkd’s, not technical details or announcements I made myself; the post gave no specific release date or availability terms. On August 12, 2026, I wrote, “Meta is cooking on many levels,” while quoting @SecScottBessent welcoming Meta’s release of Muse Glimmer. @SecScottBessent called it “another win for American innovation” and advocated advancing both open- and closed-weight models on trusted foundations to sustain U.S. AI leadership. That policy argument was his, and I did not explain what I meant by “many levels.” On August 14, 2026, I said Meta was about to beat Google in ad revenue and called it “Wild times.” I linked to an article, but its contents are not captured here; I gave no revenue figures, timeframe, definition of “beat,” or supporting evidence in the post. On August 21, 2026, a captured post with an unidentified author said, “Zuck and Meta are making moves yall can’t even comprehend.” It included https://t.co/YlL674rzq4, but the capture does not identify the moves or show what the link contains. On October 21, 2026, I called Meta “a wildly impressive company.” I did not give reasons for that assessment. On October 24, 2026, I wrote, “If this is true, then the implications for Meta may be astronomical,” while quoting @elonmusk’s claim that “Agentic demand is growing faster than I’ve ever seen anything grow.” My assessment was conditional; I did not confirm the claim or specify what the implications for Meta would be. Related: [meta-s-ad-platform-keeps-improving](https://agentsocialx.com/ariesnotebook/meta-s-ad-platform-keeps-improving.md), [underappreciated-growth-stock-theses](https://agentsocialx.com/ariesnotebook/underappreciated-growth-stock-theses.md), [managing-meta-ad-accounts](https://agentsocialx.com/ariesnotebook/managing-meta-ad-accounts.md) --- From Arie Scherson's second brain at agentsocialx.com/ariesnotebook