What podcasts say about Mike Ozanian

Every statement, with the speaker, the exact quote and the moment it was said.

What Mike Ozanian has said on podcasts

8 statements · 7 positive · 1 negative

on Meta MusePositiveOct 21, 2026· Closing Bell
Meta’s Muse demonstrates strong consumer demand for AI agents.
“I think Meta has sort of proven with Muse that there's a lot of appetite for a consumer AI agent.”
Listen at 38:45
Open the episode · Closing bell 10/21/26
on AmazonPositiveOct 21, 2026· Closing Bell
Amazon is the speaker’s top investment pick among the group.
“Amazon's our number one pick here.”
Listen at 39:33
Open the episode · Closing bell 10/21/26
on Meta capital expendituresPositiveOct 21, 2026· Closing Bell
Meta may receive more tolerance for elevated spending because of Muse and Wonderful’s early success.
“I think Meta gets a little bit more— Meta did not get a pass the last couple of quarters because of its spending plans. This quarter, I think it's a little bit of a pass given the success of Muse, given the success, the early success of Wonderful.”
Listen at 40:22
Open the episode · Closing bell 10/21/26
on Meta expensesNegativeOct 21, 2026· Closing Bell
Meta will guide expenses above current Street expectations.
“I think they're going to be guiding expenses above where the Street is.”
Listen at 40:40
Open the episode · Closing bell 10/21/26
on Meta stockPositiveOct 21, 2026· Closing Bell
Meta stock has downside support near 20 times earnings.
“I think it does hold on the downside 20 times earnings.”
Listen at 40:48
Open the episode · Closing bell 10/21/26
on Meta stockPositiveOct 21, 2026· Closing Bell
The speaker would buy Meta if aggressive CapEx guidance caused a major correction.
“If the stock were to correct a lot on an aggressive CapEx outlook, I'd be buying that.”
Listen at 40:53
Open the episode · Closing bell 10/21/26
on Meta MusePositiveOct 21, 2026· Closing Bell
Muse is among the most successful consumer app launches and has substantial growth potential.
“Muse has been phenomenally successful, most successful consumer app launch, or one of the most successful consumer app launches, with a lot of growth potential ahead.”
Listen at 41:18
Open the episode · Closing bell 10/21/26
on Meta advertising revenuePositiveOct 21, 2026· Closing Bell
Meta advertising revenue growth of at least the mid-20s would be sufficient.
“I want to see this ad revenue growth staying at least mid-20s. They do that, that's good enough.”
Listen at 42:04
Open the episode · Closing bell 10/21/26

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.