Meta remains undervalued; enterprise expansion offers future upside.

Meta has taken off recently.

Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day. So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are.

A couple months ago, it seemed like Meta was not even on on the map. They weren't even close. And now, Muse seems like it's in the lead with its personalized agentic capabilities.

Next, we move on to Meta, which has had its enormous gain over the past 30 days. My position has actually increased by around $50,000 in Meta in just the past 35 days. Uh it was in fact in the green by $20,000 yesterday.

It's bumped down a little bit, but we've had a huge recovery of Meta. I still believe today that Meta is undervalued. It's currently trading today around a 23 Ford PE ratio, which is not expensive.

It's still at a discount to Google. And Meta has fast revenue growth. It has a really good product, which is Muse. And Zuckerberg is on a mission. He is not stopping.

Now Meta is pushing forward into enterprise. Mark Zuckerberg somehow snatched the MongoDB CEO straight from the company like a day before their investor day. MongoDB shareholders are not reacting to this well.

The stock is down 17% on the day. Losing your CEO abruptly is not good news. And in the role of Meta, he's planning on playing a very different position from what Meta typically does.

Betting on a new artificial intelligence products and services for its enterprise customers. Mark Zuckerberg also posted on X saying that Meta Enterprise platform will use our strength that few other companies have.

Advanced models, leading agents, large-scale infrastructure and years of working closely with many businesses. Initially, we will focus on bringing our full technology stack including Muse Agent, Meta Business Agent, Muse API, Muse Code, and more to businesses and developers to help them grow.

I believe that this is good news and in fact I think the market's reaction to this trading Meta down 4% is misguided because there's a lot of upside here for Meta. This is all white space area for them to grow into.

They don't already have a business here. So if they start building a direct revenue stream with enterprise clients, which I believe they can, they have all the tooling to do so, then this should cause Meta to open up another revenue segment, which is something they desperately need.

So overall, I still believe that Meta is a little undervalued. Not as much as it was a month ago. I think a lot of those gains have been had, but I still see upside in the future for this one. I'm still holding on to it.