META 按约 20 倍远期盈利计算被低估；Meta Muse 的成功表明其未来收入潜力尚未被定价。

And the first stock that we need to talk about and has a lot of updates coming out is Meta. So, let me show you what has been happening with Meta and why the stock is up roughly 19% from its lows just over the past month.

Now, you've probably heard what is going on with Meta and why the stock is rallying. But just in case you haven't, it's largely because Meta launched its Meta Muse Aentic app.

The response to the app so far has been stellar and social media has been lighting up over what this app can do. In fact, MetaMuse reached the number two spot on the app store today at the time of recording this video and it's been continuing to move up the charts.

Alex Wang has also said the early usage on Muse has blown past their internal projections and that users are using it 10 times more than the testing cohorts.

From my understanding, Muse can connect to your apps on your mobile device and execute tasks like booking restaurants, paying your bills, find you products and actually buy them, tell you how much money you're spending this month and where you can save even more money, cancel your unused subscriptions, go through and respond to your emails, and so much more. It is basically a personal assistant that helps anyone use AI by prompting the user about tasks that need their attention. Then it can go and execute those tasks for you if you allow it to.

All right. So, in this video, Ryan Sirant makes it clear that Metamuse is the first app that he has seen that can actually execute tasks for him. Now, in addition to that, Meta Muse goes into your calendar, finds where you're busy, finds where you're available, and then asks you if you want to make a dinner reservation or whatever in your open time slot. Metam Muse also understood that he is trying to increase his fitness and then asked if he wanted to book a hotel that had a gym so that he could maintain his fitness while he's on vacation. That was unprompted. It just figured this out and then asked him if that's what he wanted. And that's how this agentic metamuse app can really become more agentic for your everyday user because it's not necessarily the user having to go in and figure out how to set up their agents and do all of that work. It's the agent looking through your life, basically looking through your emails, looking through your calendar, and then making suggestions for you based on what your goals are and then asking if you wanted to act on your behalf. That is a total, in my opinion, gamecher and a different avenue heading down this agentic path because again, so far agents have been things that you need to know how to use and really set up and code and get it to work for you. Now, it's kind of doing that setup for you and just asking you to make your life easier, if that makes sense.

The second video is saying that MetaMuse is basically like having your own personal assistant in your pocket that can do all of the tasks that you don't want to do. I really like the example that he brought up where he got an email saying that he had a bill due meta let him know and then said, "Do you want me to take care of it?" He hit yes and then the bill was paid. That is freaking awesome. All right. As a small business owner, having to go into my accounts and having to er transfer people all the time freaking sucks. It's annoying. It's not a huge lift in terms of my time, but if that could just be dealt with, it would be awesome. And if it could also respond to emails or just send me, hey, you have a new email that needs your attention. Do you want me to respond? How does the response look? And I I just hit yep. That would be incredible. It would literally be like having your own personal assistant.

And this is ultimately why I think Meta Stock is taking off this week because Metamuse is getting so many good reviews and it seems like the first agentic app that can actually be used by your regular consumer and actually provide value for them in their everyday life. This is causing regular people to finally see the benefit of artificial intelligence.

So, this is another person that showed his wife what Muse can do by finding live discount codes for a jacket that they wanted. Then, Muse added it to their cart and bought it at the lowest price. Another instance was this person used Muse to find a recipe and load their Whole Foods cart with all of the ingredients that were needed. And again, Muse just did that. You can even let Muse execute the purchase. So, to put that simply, you can tell Muse, "Hey, I want to make a lasagna this week for dinner." find a well-reviewed recipe online, then go and find all of the needed ingredients from Whole Foods, load my cart, execute the buy, and ship all of it to my house, and it will just go off and do that for you.

And due to the Muse launch and the positive response, analysts have now begun upgrading Meta's stock and finally saying that it's cheap. And I think the Muse launch is giving investors hope that Meta's AI investments are paying off as Meta has seemingly launched one of the best consumer agentic tools that anyone can easily use.

Meta is also giving everyone 100 million free tokens with a subscription offering if you want to increase usage. So this could translate into real revenue and significantly more data on the people who use Meta's apps.

So my concluding thoughts are that I think this is very bullish for Meta's overall business. And think about it, this is their consumer agentic app. This isn't even their business agents that are also taking off, especially in WhatsApp where WhatsApp is seeing about 70% year-over-year revenue growth on about $2 billion of annualized revenue. Now, so just think about what their agentic apps for businesses could also do and the revenue opportunity that could create for Meta's business.

Now, why I have also been buying so much Meta in the stock market over the past few months and Meta has actually become the third largest position in my portfolio at almost 10% now is because I don't think the stock is reflecting any of this future revenue potential. In fact, I think Meta Stock is discounted relative to what the existing advertising business is today because even after this 19% bump that the share price has seen over the past month, it is still trading for only about 20 times forward earnings. And this is one of the highest quality businesses in the world who seems like it is continuing to push the boundaries and lead in the AI world as well. And it is creating so many new products and it has so much revenue optionality coming. And again, it's only at 20 times forward earnings. So, I continue to believe that even after this little share price boost that Meta has seen, it is still undervalued. And if it remains here, then I plan on buying a lot more Meta stock after my home closes and my cash frees up.

So here is my conclusion as an Amazon shareholder. Amazon's advertising business is what is at most risk from agentic shopping apps like Meta's Muse.