What podcasts say about Shay Boloor

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

What Shay Boloor has said on podcasts

14 statements · 10 positive · 3 negative · 1 mixed

on Meta stockPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta stock rose approximately 40% in September.
“the stock now is up like 40 in september”
Listen at 1:36
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on FacebookPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta owns one of the world’s greatest advertising businesses.
“Meta 2.0 is what I like to call it. We have a company that already owns one of the greatest advertising businesses in the world.”
Listen at 2:40
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta advertisingPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta ad impressions rose 14% and average ad prices rose 12% year over year.
“ad impressions are up 14% year over year. You had average price per ad was up another 12%.”
Listen at 6:45
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta family of appsPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta will turn its apps into distribution channels for AI intelligence.
“the next leg of the distribution story for meta is actually turning these family of apps that they already own into distribution channels for intelligence”
Listen at 11:05
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on MuseSparkPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
MuseSpark’s product integration gives Meta a unique competitive advantage.
“MuseSpark is much more tightly controlled and built specifically around Meta's own products. That creates a specific competitive advantage that only Meta has.”
Listen at 12:39
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta commerce through MusePositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta will participate directly in transactions enabled by Muse.
“Meta is going to be inside the transaction itself”
Listen at 17:52
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on MuseNegativeOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Muse will eventually stop being entirely free.
“I don't think it's going to be free always.”
Listen at 22:10
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta capital expendituresNegativeOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s capital expenditures will increase.
“Their CapEx is going to go higher, guys. I think... You have to expect this.”
Listen at 25:40
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta consumer AIMixedOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta currently leads consumer AI but will not ultimately win the entire market.
“I think they're winning consumer AI. I don't think they will be the winner.”
Listen at 31:22
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta valuationPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s earnings multiple may expand from 18x to approximately 25x.
“It was trading at 18 times earnings. It's probably going towards the 25 times earnings.”
Listen at 33:16
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta capital expendituresNegativeOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta’s AI-related capital spending may have no practical ceiling.
“I think CapEx doesn't have a ceiling anymore.”
Listen at 35:19
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on FacebookPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta will become a $5 trillion company.
“This is going to be a $5 trillion company. It's a matter of when, not if.”
Listen at 43:44
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta consumer AIPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Meta can become one of the world’s primary consumer AI platforms.
“Meta can use that cash machine and its distribution to become one of the primary consumer AI platforms in the world.”
Listen at 44:49
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'
on Meta stockPositiveOct 5, 2026· The Deep End: Stock and Earnings Analysis from Futurum Equities
Buying Meta represents a five-year investment horizon.
“If you're buying meta, you're buying for the next five years.”
Listen at 46:44
Open the episode · Meta: 'Agentic AI Is Having a ChatGPT Moment'

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.