Meta is a strong buy due to Muse app success and high-margin intelligence service strategy; expected to be a winning deal.

Apart from that, Meta Platforms is achieving remarkable success. Meta Muse is the new app that ranks first in the list of free apps on the Apple Store. That doesn't mean it's currently the most popular, does it?

But it is also the most downloaded. I think this is a very positive indicator for Meta Platforms.

Fortunately, we've been talking about Meta Platforms on this channel for the past few months . People were criticizing my talk about platforms that were worth less than $500, or even less than $600, when their value was between $500, $550 and $590.

I personally believe in Mark Zuckerberg, don't you ? I truly believe that his goal of selling intelligence is very feasible, indeed highly feasible thanks to the work of the teams.

And now, the market is finally starting to appreciate that , because the Muse platform is achieving tremendous success.

Now, we have a golden opportunity as Meta plans to sell computing services. Mark Zuckerberg says, "I could sell computing services, and that's great. The margins are excellent right now."

But there's another option: selling intelligence services, which typically have higher margins. I'm very optimistic about their ability to sell intelligence services, but even if they sell computing services now, I wouldn't be too bothered.

There are reports and rumors that Anthropic might partner with Meta to sign additional computing service contracts, as Anthropic desperately needs more of them. That would be interesting.

I expect most of these contracts to be short-term, because I don't think Meta wants to award computing services for a year or two. If they do, they'll prefer a short- term contract, like SpaceX did , for a few months, after which each company or party can decide to continue on a monthly basis.

But Meta's future price-to-earnings ratio of $1.7 trillion is still around 20. I don't see why it can't be around 25. The current price-to-earnings ratio is 25, so I I'm a big fan of Meta. I still think it's going to be a winning deal.