The Compound 对 $META 的判断变化

2026-09-22看涨
《Josh’s Worst Call This Year | WAYT》
Meta的Muse应用发布推动股价飙升28%,并将分析师盈利预期上调20-25倍,标志着估值出现重大积极转变。

最后,Meta 在人工智能领域推出了一款人们一直想要的东西,它实实在在地引发了许多科技公司股价的大幅飙升。9 月 8 日,我相信那是个星期五,Meta 推出了 Muse 应用,立即将其整合进 WhatsApp,并大范围推广,包括推广到 Instagram 和 Facebook,触达了大量受众。

他们还在 NFL 比赛期间投放广告,这非常昂贵。他们倾尽全力投入其中。而且我认为这可能是自 Reels 推出以来该公司最重要的事件,当时他们说:“不,TikTok 不会赢。我们会赢。这就是我们的产品。”

Finally, Meta has launched something people have been wanting in the field of artificial intelligence, and it has literally sparked a massive surge in the stock prices of many technology companies.

On September 8, which I believe was a Friday, Meta launched the Muse app, immediately integrated it into WhatsApp, and rolled it out widely, including to Instagram and Facebook, reaching a large audience.

They also advertise it during NFL games , which is very expensive. They invested in it with all their might. And I think this may be the most important event for the company since the launch of Reels, when they said: "No, TikTok will not win. We will win. Here is our product."

2026-08-28看跌
《The Four Horsemen of the AI Apocalypse | TCAf 257》
Meta的AI支出并未推动增长,核心广告业务面临用户流失和监管问题,潜在的债务需求及下调指引均显示出疲软迹象。

如果相信 OpenAI 的预测,三年半后它将变得比 Meta 更大,且其支出将是 Meta 运营支出的两倍以上。

OpenAI is going to become the going to become bigger than Meta in 3 and a half years if you believe their projections. And they're going to do that while spending more than twice of Meta's OPEX.

Meta 也是如此,但他们什么也没做。他们只是在坐享其成。

Meta as well, but they're not doing anything. They're just they're just rolling in their filth.