The analyst reviews two stocks for November. META trades at 21 times forward earnings and with access to 3.5 billion daily active people. Revenue growth is reaccelerating from 16% to 26%. Meta has the potential for higher earnings per share. A significant capital expenditure is leading to Meta's Metaverse moment. The presenter stated that if the capital expenditure takes too long to produce results, the core business is still solid. The presenter estimates a failure bound of $500 and a target of $980. The analyst then covers Cheniere Energy (LNG), an uncorrelated natural gas stock. LNG is down 12% over the last month. The analyst states that Cheniere Energy has the second largest liquefaction facility in the US, providing natural gas to Europe and Asia. LNG's most recent earnings are impressive. The LNG global capacity should increase by 60% by the end of the decade. However, demand is not going to match capacity. The current price is around $205 and their analysis indicates the stock has around $25 DE around 2030 with a price target of $400.