看多 META，认为其估值偏低、执行力强劲且有资本支持，预计未来 12-24 个月将跑赢大盘。

Meta now betting on making AI feel safe for the regular person. On Tuesday, Meta launched Muse, spelled mus, a personal AI agent that can shop for you, respond to your emails, book your flights, remind you about your tea times, everything you could possibly imagine on doing, all through a conversational app interface like iMessage. It's Meta's biggest swing yet at turning roughly $130 billion in AI spending this year into something that the average consumer will actually use and help them get a little bit of return on that $130 billion investment.

Wall Street loved it immediately. Meta stock surged 6.5% on the announcement, closing at $654 with Missouo slapping a $750 price target and Key Bank going even higher at $780 a share.

But if you want to see all of Wall Street's price targets for Meta, go to wall street favorites.com. It's all right there. It is the best stock aggregating tool on the internet.

Austin, here's the scale of what Meta is actually trying to pull off with safety. We know they just went through this big settlement, everything else. So I think this is good timing for them. And each Muse agent runs on its own dedicated cloud computer walled off from every other user's agent. and a second watchdog agent monitors it and blocks internet access unless specifically approved. So, I think it's really smart. They're playing the safety game right now and launching this right after the settlement is really, really good for the company and the stock price.

The same week, Meta is asking millions of regular people to hand an AI agent access to their email, calendar, and credit cards. Thursday morning, news broke that Andrew Tullk, the researcher Meta reportedly offered a pay package worth up to $1.5 billion to recruit last year, is leaving for anthropic as we write this.

And this isn't just an isolated blip. Meta's own chief AI scientist, Yan Lakun, one of the actual godfathers of AI, left the company back in November after 12 years, saying that his vision for AI research had gone fundamentally incompatible with where Meta's leadership wanted to go with AI.

The stock market's telling you one story right now, which is Meta up six and a half percent on a really cool consumer product, which I'm a fan of. Robert and I, we talked about Meta being undervalued. A couple weeks ago here, we started nibbling more at it. Like Meta is a really cool company, and I think we're going to look back at 2026 and the lack of returns in the Magnificent 7 as a as a sort of group here. We're going to fast forward 12, 18, 24 months and say, "Wait a second, 2026 was a great time to buy more Mag 7 stocks." But, you know, we were kind of looking at this or looking at that instead. So, I'm still very bullish on the Mag 7, specifically Meta.

But that's not a reason to sell Meta. I've got Meta stock in my own portfolio. I know Robert does as well. Zuckerberg has both the balance sheet and the willingness to keep spending that $130 billion plus per year until something sticks. Is Muse going to stick? Maybe it does, maybe it doesn't, but he is relentless. So, if you own Meta Stock, you are betting on Mark Zuckerberg's execution and the capital on their balance sheet. Not a single AI researcher that might be saying, "Oh, look, let's go do this over here instead for the flashiest company to work for at the time." That's exactly why he keeps writing these nine and ten figure checks to plug the hole every time someone leaves. They say, "Hey, who's better than them? How do I get them on the team?" Because we're trending toward this AI future. Mark Zuckerberg wants to lead the way.

So is Meta, right?