META 全部观点

The biggest, you know, the the most valuable resource out there, uh, maybe someday more than oil. I mean, I have called, you know, compute, power, and and AI the new, you know, the new oil basically.

But there is just this insatiable demand. No one can buy enough hardware to support the load. Um, you know, we're going to talk about Meta here in a minute. Um, I love their Muse AI, especially for people that are new to agents, but they're all I mean, here's Facebook.

I mean, Facebook probably has more data centers than anybody, and they're all a week in they're struggling with capacity issues. People are getting timeouts. I mean, so many people want to use this technology, and not even the biggest of the big, Facebook, has enough compute to feed that.

Now, that being said, still love Meta. We'll come back to that. But I mean, you look at that chart. I mean, it's just beautiful the reaction to the news.

We will also talk about Meta's new AI agent " Muse" that has become widely popular,

Meanwhile, Meta's stock itself rose 30% in September alone, and is on track for its best month since July 2013. Those of you listening now, remember that we talked about the lawsuit against Meta.

I believe that was in early August, when Meta was trading.

Muse, the Muse app from Meta, may be the first consumer catalyst for what I believe is a truly enjoyable deduction cycle.

She is in a very positive position because of the viral spread that is occurring with "Muse". She is living through a moment that is very similar to the moment when "ChatGPT " emerged.

Another stock looking to rise, folks, and try to reach its all- time highs is Meta. Look at this rise in Meta stock after a strong breakout, then a correction, then a bounce. This is a tremendous height, similar to a SpaceX rocket launch from Florida.

We see a huge leap on the graph. Note that I will switch to the weekly timeframe so that you can see this parallel channel more clearly. We have highlighted this channel and captured most of the price movement since December 2023.

The price deviated from the bottom, but it resisted and came back strongly to rise. We are now very close to its all- time high, having reached a high of 796.25.

Meta's stock price saw a remarkable increase of 35% last month, thanks to the outstanding success of Muse, the AI-powered smart assistant app , which topped the list of most downloaded apps in the app store.

But does this fundamentally change the nature of the company's work? Is this stock a good investment opportunity today? I believe that about 98% of its revenue, or thereabouts, comes from digital advertising.

And you know, I was looking at Meta and thinking about September. Risks happen quickly, and the story can change really suddenly . This stock, after its recent earnings, seemed to be returning to square one, but it apparently did so quickly because it is now at its highest levels.

I definitely want to talk about Meta with you. Uh, Meta, wow, the move in Meta in the past uh few weeks. You and I were talking before this about where you were buying Meta back in July in the the mid60s and here we are today 770.

obviously the newest announcement centering around AI and Muse and the new AI agent, but not just Muse, all of the AI stuff that Zuck says is happening there at Meta. You and I have talked in the past about the capex at Meta and how they were spending and spending and spending and there wasn't really much to show for it.

Here's what what there is to show for it. And it's definitely different I think than the failure they had with the metaverse which we you you and I had you know made those correlations before.

So we're gonna be talking about one company that is now one of the largest positions in the top five largest positions in our portfolio here at Chip Stock Investor, Meta.

Meta has definitely seen its share of turmoil. There's been a number of lawsuits. They've settled some of the lawsuits … they've settled some of them. They've no doubt have many more to come.

So, I would like to hear your opinion about Meta. Meta has clearly had a significant boost this week. There have been a number of upgrades today . And that is under a bit of pressure now.

It doesn't surprise me that there is a slight setback given this week's rise. Do you think Meta is a good choice, or would you use Muse yourself ?

Meta's stock has already generated enormous wealth for investors, but something very wild happened earlier this year. The stock collapsed, it collapsed hard. Investors were panicking because of the lawsuits and the enormous amount of money Zuckerberg was spending on artificial intelligence, and then everything turned upside down.

Let's talk about the biggest news of the week, which is Meta's launch of its consumer-oriented product, Muse AI.

Then ChatGPT, and of course Anthropic, had tremendous momentum, and they still do . They still have great momentum. But now you have the Muse product, which is currently free for most levels.

They are trying to attract consumers to him, and Zuckerberg is very good at that.

Well, the " MetaConnect" event has just ended, and here's my summary of what happened . Firstly, for those interested in the stock, yes , this situation is likely to be a case of " buy on the rumor, sell on the news".

This is largely because Mark Zuckerberg literally began his speech by saying, "We're making it free with a huge amount of tokens for everyone, hoping to make money by taking a small fee from a huge number of transactions in the future."

As a result , Meta's stock has surged this week, adding hundreds of billions of dollars to its market value.

Meta's business model relies on advertising on its social network, but if we suddenly start shopping using an AI assistant , both business models are likely to change .

Another thing I'm thinking about is that Meta's business model doesn't necessarily mean changing the way we shop. At least, their approach to introducing the Muse app to the public so far seems to be simply a way to gather more information.

Okay, we need to talk about Meta stock and its price targets, especially in the Meta Mews era. Clearly, there has been a lot of buzz about Meta and Meta Mews since Monday, with it topping the app store , reaching 2.5 million users, experiencing tremendous growth, and even influencers using it to talk about it, etc.

I mean, clearly, what we saw with "Muse" really attracted investors this week. It is clear that the market, as you know, has seen a massive contribution of billions of dollars to market capitalization.

"Muse" is interesting, or more broadly, meta is interesting because they already have an audience.

like Micron and AMD and things like that. Those were and Meta those were impossible stocks to trade. can I bet $10,000 that that you're bearish meta right now?

I am and I hate it and it's not working. but I got short Meta and you know and Micron and that did not work.

you know basically Meta story is an AI story. Meta made new highs

Next story here. This is going to be on Meta's Muse, and it is already outpacing Chat GPT's early downloads. JP Morgan said it could be AI's biggest consumer app yet. Been talking a lot about Muse lately.

That's of course tied to Meta. Meta Platforms, ticker META. Their new Muse AI agent could become the world's most widely used consumer artificial intelligence app since OpenAI's Chat GPT.

And that's according to analysts at JP Morgan after the app quickly climbed to number one on Apple's US App Store following its September 8th launch. Analyst Doug Anmouth credited Muse's userfriendly interface, generous free tier, and Meta's distribution advantage across social media platforms that serve billions of users daily.

And that was reported by Reuters. The bank reiterated its overweight rating on Meta with a price target of 820. Quote, "While it's still early, we believe that Muse has the potential to become the most widely used consumer AI application since Chat GPT."

End quote. That was from Amth in the note to clients. Muse, which launched on September 8th, reached about 2.5 million US downloads through September 19th with roughly 557,000 daily active users, according to Sensor Tower data cited by Bank of America.

On iOS alone, the first 12 days produced 1.43 million downloads, edging out Chat GPT's 1.37 million over the same post-launch window. Early reviews show, quote, "Functionality is re resonating with users, particularly the agents ability to execute multi-step tasks and workflows with limited user intervention."

End quote. That was according to Bank of America's global research. Still, the bank cautioned that revenue from ads, subscriptions, or commissions within Muse is unlikely to become material before 2028.

Muse's basic version is free with subscription tiers priced at 20 and $100 a month for heavier use. Quote, distribution is everything in the new AI economy. End quote. And that came from market strategist at futurum equities Sha Balure in a post on X.

Since Muse's launch, Meta shares have climbed to nearly 20%. The stock is up 13 and a quarter% year to date, but it is down 2 and a.5% over the past year.

2026 was a rough start for Meta Stock and as of last month it was down over 10% year to date. That was significantly lagging the overall market. However, something has changed.

Over the past month, the stock is up 31% and earlier this week on Monday, it went up 11% in 1 day.

Today, I'm going to explain what saved Meta Stock. There were two big things that happened over the past month. And the one that caused the recent 11% increase in one day is from the launch of their new personal AI agent called Muse that hit number one in the app store ahead of Chat GPT.

That's both in productivity and overall in free apps.

Yes, Meta is still in strong demand, especially with the Meta Connect conference starting today and tomorrow. Therefore, we expect an update from the company. There are expectations that they may provide us with an update on these AI- powered smart glasses , which could be a bigger headline driver.