Meta is an attractive, overlooked AI stock; its competitive models enable high-margin token sales.

Even competitors like Meta, who were really big on open software platforms, don't come close to what Nvidia has done , do they?

We just got Fable 5.1 from Anthropic, Muse and Meta AI are releasing updates like crazy, and Grok is also performing amazingly well.

Speaking of Meta Muse Code and the new Spark 1.3 max, the performance is very good. This is madness. I think the pricing here is much cheaper than many of these other models, but Muse Code and Spark 1.3 max are on par with Fable 5 Opus 5 for programming workloads. This is a pioneering model.

This is why I am so excited about Meta Platforms. Meta Platforms will be able to sell tokens. They will be able to sell that infrastructure at a higher premium because they are not just selling the infrastructure itself.

They will sell tokens, and tokens have really great profit margins.

I think people are overlooking Meta at the moment. I don't actually know where Meta's stock is now, but I think it's still a very attractive company. In my opinion, it is one of the best AI companies currently available.