如果Meta将其计算硬件授权出去以解决短缺问题，可能会飙升；目前这仍是推测，因为尚未宣布此类交易。
逐段跳播
Meta今天有点上涨，这很好。我认为Meta已经准备好爆发，特别是如果他们出来说：“嘿，各位，你们知道大家都在等Elon Musk的算力吗？想不想现在就改用我们的？”而且他们刚刚宣布了这些疯狂的合作伙伴关系，现在他们正在印钱，许可他们拥有的硬件，鉴于现在如此短缺，现在是他们从中获利的时候了。
那不会让我惊讶。但还没发生。所以，这可能是错的，但那就是我在寻找的。
Meta's got a little move today. That's nice. I I think Meta is like primed for an explosion, especially if they come out and say, "Hey, boys and girls, you know how everyone's waiting for Elon Musk's compute? Want to just use ours right now instead?" and and they just announced these crazy partnership deals where now they're just printing money uh licensing out the hardware that they have uh given that there's such a shortage now and now is the time to take tendies on it for them. That wouldn't surprise me. Hasn't happened yet. So, it could be wrong, but uh that's what I'd be looking for.
Meta。嘿。嘿。这就是我们今天早上谈到的那个。
Meta. Hey. Hey. That's the one we talked about this morning.
而且，你知道，有趣的是，很多股票并没有在接近它们的LEOD低点交易。我认为Meta仍然接近。Leopold就在这里。是Leopold。哦，不。我的意思是，你离你的LEOD低点并不远。
544大约是Meta的LEOD低点。你离那非常近。
Uh, and you know, it's funny, you know, a lot of stocks are not trading near their LEOD lows. I think Meta kind of still is. Uh, Leopold was right here. Was Leopold. Oh, no. I mean, that's you're not that far off from your LEOD lows. 544 was like your LEOD lows for Meta. You're pretty freaking close to that.
Meta保持上涨3%。
Meta's holding on to 3%.
其他大客户，包括Meta和OpenAI。
Other big customers, including Meta and OpenAI.
Meta仍然保持上涨两个半。
Meta's still holding on to two and a half.
Meta仍在反弹。
Still getting a bounce on Meta.
Meta现在可能有点更成熟了。
Meta might almost be a little bit more mature at this point.
那么，是否存在风险，如果Meta和OpenAI生产他们的Jalapeno芯片，Meta收购自己的硬件，微软收购他们的硬件，他们可能不需要Coree，这就是风险吗？
So, is there a risk that if Meta and OpenAI producing their Jalapeno chip uh and Meta acquiring their own hardware and Microsoft acquiring their hardware, is it possible that maybe they don't need Coree and is that the risk?
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 8 条判断，这里只列相邻的几条。