Meta是一只被忽视的、具有吸引力的AI股票；其有竞争力的模型能够实现高利润率的代币销售。
逐段跳播
即使是像 Meta 这样非常重视开放软件平台的竞争对手，也无法与 Nvidia 所取得的成就相提并论，不是吗？
Even competitors like Meta, who were really big on open software platforms, don't come close to what Nvidia has done , do they?
我们刚刚从 Anthropic 获得了 Fable 5.1，Muse 和 Meta AI 正在疯狂地发布更新，Grok 的表现也非常出色。
We just got Fable 5.1 from Anthropic, Muse and Meta AI are releasing updates like crazy, and Grok is also performing amazingly well.
说到 Meta Muse Code 和新的 Spark 1.3 max，性能非常好。这太疯狂了。我认为这里的定价比许多其他模型便宜得多，但 Muse Code 和 Spark 1.3 max 在编程工作负载方面与 Fable 5 Opus 5 相当。这是一个开创性的模型。
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.
这就是为什么我对 Meta Platforms 如此兴奋。Meta Platforms 将能够出售代币。他们将能够以更高的溢价出售该基础设施，因为他们不仅仅是在出售基础设施本身。他们将出售代币，而代币具有非常高的利润率。
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.
我认为人们目前忽视了 Meta。我实际上不知道 Meta 的股票现在在哪里，但我认为它仍然是一家非常有吸引力的公司。在我看来，它是目前可用的最佳 AI 公司之一。
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.
这个频道对 $META 的历次判断
Jose Najarro Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。