Zhang: META at "Good Entry Point," ELV Turnaround Intact, Bearish on CZR
Schwab Network · Schwab Network
October 2, 20259m 34s
Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
@OptionsPlay's Tony Zhang says he's been "bullish for quite some time" on Meta Platforms (META) due to how it uses A.I. to boost advertising revenue. He adds that its 24x forward P/E makes it a "good entry point" for investors at current levels. Tony later makes parallels between Elevance Health (ELV) and UnitedHealth (UNH) when it comes to building its own comeback story. He leans bearish on Caesars Entertainment (CZR) as Tony sees the company "struggling on all fronts."