Holding META; bullish on its ability to monetize AI computing power by selling tokens/intelligence as a major revenue driver.

the three stocks we talked about were AMD, Meta Platforms, and Qualcomm. Why does Meta still generate significant revenue? What do I think will happen next?

At that time , I talked about Meta Platforms stock at a price of 670. Now, the stock is settling at 741.

The main driving force right now is "MetaMuse," isn't it ? MetaMuse outperforms the early launch of the ChatGPT mobile app in several metrics. Muse reached 2.8 million downloads in its first 12 days across both app stores.

In comparison with ChatGPT in the US and Canada in the first 12 days, Muse generated 2.8 million while ChatGPT generated 1.3 million. Muse also set a new record for daily downloads in the United States, reaching 264,000 on September 19, marking its third consecutive day above the 200,000 mark.

ChatGPT did not surpass the 200,000 daily download mark in the United States until almost a year after its launch. Muse reached 448,000 daily active users in the United States by day 10.

ChatGPT took 49 days for that. By day twelve, Muse had 642,000 daily active mobile users in the United States compared to 231,000 for ChatGPT during the same period.

and companies like Meta being able to sell these AI tools and will benefit greatly from AI code .

You already know a lot of them , don't you? Intel, Shopify, Qualcomm, AMD, and Meta.

And I am a good shareholder in Meta. We've been talking about Meta for a very long time, especially during the sell-off when it was at the 500 level , because I was very optimistic about Meta's ability to sell its computing power.

I don't think anyone else on YouTube has mentioned the real reason behind their optimism about Meta's computing capabilities, have they ? For me , it's about their ability to sell tokens.

It's very rare, and you might find someone here or there, but it's more often than not : "Hey, the capital expenditure on AI will benefit them, and they'll be able to sell ads."

I agree with that, but I don't think anyone said that Meta retaining that computing power and being able to sell it as intelligence would be a huge revenue driver.