Meta的AI客户端Muse正在取得成功；通过代币变现算力有望在2026年下半年推动显著增长与估值倍数扩张。

Now, the third stock is a stock that is achieving tremendous success in the field of artificial intelligence, and I am very glad that we talked about it when the market was ignoring it a month or two ago, when its price was in the range of $550 and $540 .

Meta Platforms. This is a stock I'm extremely excited about .

The reason behind my excitement for the second half of this year is "Muse" . Their AI client is achieving amazing success, amazing success. There are some funny tweets about it.

I don't think Alexander Wang is achieving the same success on the social media platform. Their presence there is strong, and they are sweeping through and taking enormous advantage of this moment.

It's a huge publicity stunt, in my opinion, and a massive exposure to the market, and people are flocking to it in droves.

So, this is funny, just as the prophecy predicted, we must now seize our golden opportunity. I think it's a huge opportunity for Meta thanks to their AI client.

Here we can see that OpenAI and Anthropic missed the real atmosphere, as people were cheering Meta to win the AI race . That's absolutely true. That's absolutely true. Meta is usually one of the companies that I feel everyone is against, but now they are the ones I'm encouraging in the field of artificial intelligence. I didn't expect this for 2026.

We continue to see the "Muse" craze sweeping the country, and there are many use cases that Alexander is posting, and people love them.

The reason I like this stock is that during Meta's recent earnings announcement, Mark Zuckerberg said, " Look, I don't want to sell computing capabilities yet." " What I want to do is sell intelligence, because intelligence generates the highest profit margins."

This didn't please anyone, did it ? Nobody liked it. The stock price has decreased. People were saying, "You're not going to win the artificial intelligence race." As I mentioned , the market is stupid.

Yes, computing and AI needs will continue to grow, and Meta has it all.

So, Meta is now performing amazingly well at a price of 665. The market loves that. Looking at the price-to-earnings ratios, it is probably trading at 20.57. If this AI story is true , I see no reason why it shouldn't be trading at a forward price-to-earnings ratio of 28.

Isn't that right? What does this mean, at least? Growth of 40% from where it is now just by expanding the multiples.

If the story of artificial intelligence is as crazy as it sounds, it really is very crazy. Now, revenue growth isn't as crazy, but I don't think market analysts are expecting any form of revenue from AI or AI token sales.

However, if their AI models continue to perform at this level, they will start selling tokens, which generates a lot of money.

Many people mistakenly believe that OpenAI and Anthropic are not profitable. Both Anthropic and OpenAI achieve substantial gross profit margins from those tokens. The reason they are incurring large losses is that they are constantly buying a lot of computing power, and it takes time to convert that power into revenue.

This is what makes them lose money, but if they stopped developing, they would become rich, wouldn't they? People get rich from selling tokens.

Meta has a lot of computing power that it can easily convert into token sales, and that would be a huge addition to earnings per share and revenue.

If we look at what Mark Zuckerberg said in his latest earnings report last month : We launched Muse Spark 1.1 and Muse Image. Since we rebuilt Meta AI and integrated Muse Spark, we have seen a 60% increase in the number of people interacting with the assistant daily.

This growth is continuous and rapid, week after week. Muse 1.1 is a powerful programming and agent model, and is highly efficient and excels in computer use, tool use, and understanding multiple models.

Since then, Muse has become the number one app on the list of most

Performance continues to be excellent, and I am very excited to hear what Mark will say in the upcoming earnings report about Muse's national growth. If you're wondering how Mark is trying to monetize Muse, he's already telling us, and that's why earnings calls are so important; they contain valuable information that many people overlook.

People don't even know what Meta does with Muse.

Over time, we would like to build this into a " complete project" service that helps you establish and manage a full-fledged business using the Meta platform. Regarding how we generate revenue from this, we have a mix of subscriptions and volume-based pricing .

We gave them the opportunity they have with this huge community and the enormous platforms at their disposal. I mean , how many people buy and sell things on Facebook Marketplace?

They can do this in many different places and in multiple ways.

I think Mark is running a real business. I believe their AI infrastructure will deliver amazing results if Meta Muse continues to grow significantly and we continue to see huge use cases .

Their ability to sell tokens will completely surprise us in the second half of this year.