The speaker is bullish on Microsoft (MSFT) and Meta (META), believing both stocks are undervalued and poised for growth. For MSFT, the analysis focuses on historical P/E ratios and future growth projections, suggesting a target price of $844.77 with a potential 110% upside. For META, the speaker highlights strong revenue and user growth, coupled with a reasonable valuation, leading to a positive outlook. The speaker's investment strategy involves dollar-cost averaging into these positions during market downturns.