Meta 是强力买入标的，理由是其宽阔的护城河、快速增长、低估值，以及 Muse AI 成功发布带来的市场情绪转向。

As for Meta, its shares are in a continuous rise . The stock rose 8% today, bringing my current earnings in Meta stock to $11,000. This is a company where we went from a $30,000 loss to a $11,000 profit in just 30 days.

The shift in sentiment is now happening in Meta's favor. A new story has begun to unfold . We have news that Meta's new product, "Meta Muse," is underwhelming. And we have banks that have started to upgrade Meta's stock rating, turning over a new leaf, saying that the stock is significantly undervalued .

We highlighted it as a failure of the week a month ago when he expressed a pessimistic view of Meta.

Now, let's start today by looking at the huge jump in Meta's stock price . Currently, Meta's stock has risen by 8.59%. There is no guarantee that this rise will continue, but it appears that it will maintain its level.

Meta investors seem to be very excited about what is happening right now.

What could happen in " Meta" to make the stock jump this much from pre-market trading to trading day? It continues to rise with great momentum. In fact, Meta's stock was among the best performers last month.

Looking at the past month, the stock has now risen by 33%. Meta's stock has jumped from $534 to $722. He is gaining hundreds of dollars per share. It has been one of the best performing stocks in the market over the past 30 days .

Firstly, when we look at Meta superficially, a month ago it was trading at a very low price-to-earnings ratio. From a forward-looking perspective, the company was simply cheap.

It was also growing rapidly. This is a good situation by all accounts. A cheap company that is growing rapidly.

The other thing to consider is the quality of the company, its economic moat, and how defensible it is at maintaining its position. When I looked at "Meta," I considered it to be one of the widest and deepest economic trenches in the market.

Artificial intelligence will not disrupt its progress. There aren't many things that can disable "Meta". Even lawsuits do not disrupt it. Meta also managed to reach a settlement with all prosecutors during the past month.

That was another distracting factor that they were able to overcome. Therefore, the "meta" page became whiter and cleaner. It was simply a low-rated, deep-ditched company that was growing very rapidly . It was the ideal situation for investment.

And when this happens, all it takes is a small change in sentiment or the story to cause a big change in the stock price. And that's exactly what happened with "Muse". We know that "Meta" was working on a type of consumer product .

Mark Zuckerberg spoke about artificial intelligence in a very positive and bright way. He said it should enable humans to accomplish more. You should remove all the annoying things from your life so that you can focus on the things that really matter to you.

But this is very vague. What does that even mean? Well , it was a mystery until we got "Muse". " Meta Muse" is an embodiment of the idea that humans can accomplish more. That the agents will do all the annoying things so that humans can focus on what really matters.

Meta launched the "Muse" app just one week ago, and it has been a great success. The app has topped the Apple Store charts almost every day. In fact, it climbed to second place on the second day, and now it is in first place and has remained there ever since, dethroning ChatGBT.

Even if it was for a short period, this is an impressive achievement.

But when we look at "Meta Muse", how did it actually achieve that ? Well, they did things differently than "ChatGBT". For example, " ChatGBT" looks a little cooler. It looks more formal and rigid.

When you use "GPT Chat ", you will find an empty search bar and screen. With "Meta Muse", you have a nice, quirky friend there. He greets you. He doesn't just expect you to start the conversation.

He says to you: " Hello, here are some things I can do. How can I help you?" Then you see it moving in an animated manner. It looks like he's looking for things on his small computer.

These small details are what make it more enjoyable for some people. It instantly makes the app seem more familiar and friendly. Ironically, it makes it seem less mechanical. There are also small things that Muse has done to make their app better for most users.

For example, you don't have a switch to switch models. There is no option to switch between "Quick Muse", " Instant Muse", " Thinky Muse" or "Very Thinky Muse ". With "Muse", you don't have to go through the trouble of choosing a model.

You just type what you want, and it makes the selection for you. It is an automatic transmission. It selects the most appropriate model for your inquiry. Well, all these things are extremely useful.

Ease of use, user interface, and a friendly assistant personality. All of this makes the app more user- friendly and familiar, but that's not enough. The smart assistant should actually perform well.

This is where " Muse" truly shines. I don't know how many servers or graphics processing units Mark Zuckerberg allocates to "Muse", but it works well. The answers are incredibly good and very quick.

You don't have to wait long for him to answer complex questions. He gets the answer out quickly, and it is thorough and specific. He also does n't seem to be raving or hallucinating much.

From my experience with it, I was very impressed with its use and capabilities.

So, what Meta did with Muse was create an app that earns your trust with small, simple requests. Hello, contact "Open Table". After a few minutes, you link it to Google Drive, Gmail, your calendar, and all these different assets that they can use to learn more about you and to make the assistant more valuable.

Suddenly, the company that no one trusts, Meta , is being handed over by everyone to log into various things through Muse. Muse is gaining consumer trust very quickly. The app's reviews are also very positive.

Although it is limited to only 25,000 reviews, and not millions yet, it is overwhelmingly positive . Rated 4.9 stars in the App Store, people say it's the best personal assistant they've ever used .

You also do n't reach your usage limits quickly or at all. The level of use they give you for free is huge . Mark Zuckerberg has given you a huge amount of free credit to make the app less complicated to use, and less frustrating.

Overall, the experience with Muse is so good that I haven't heard of a single person who used it and didn't really like it. Not even one person. Everyone who tries it actually says, "Wow, this is very good."

And the more it is used, the more they say, "Wow, this is actually really good." It is an application that has been very well implemented by Meta.

This creates something like a perfect storm. You have a company with 3.6 billion daily active users. Meta has incredible distribution capabilities . The number of people who use one of their apps once a day is incredible.

They have many ways to encourage people to use Muse, and actually try it out. And with the app already being good, which it is, that creates the perfect storm. Even despite the efforts of the media , which hates Meta, always has hated it and always will, these companies are trying to scare people away from using Muse, saying that they collect your data or monitor you.

This simply doesn't work in this case. More and more people are trying out Muse every day and starting to use it as their primary AI assistant. This is a change in the narrative.

So again, when you have a large company, a broad competitive advantage, and are growing rapidly with a low valuation, you have a great structure to start with . This alone is reason enough to buy the stock.

In those situations where you have a fast- growing company with a low valuation and negative feelings surrounding it, all it takes is a change of story. A slight shift in sentiment and the arrow can jump quickly.

And that's what we see happening here. With the Muse story now in motion, investors finally have a reason to embrace a positive narrative , something to hold onto, and a story to build upon.

So, even though the fundamentals haven't changed, and Meta hasn't raised its earnings per share estimates or anything like that, this changes the story and the sentiment associated with this company.

And now analysts are starting to join the fray. Wells Fargo has raised its target price for the stock from 640 to 796. They say this follows the successful launch of the model and the early momentum achieved by the MetaMuse assistant .

The company believes that Meta now has a story to tell. We also have the "MetaConnect" conference in two days, where they will talk about "Muse" and their glasses. They will talk about their artificial intelligence models that are under development.

They will showcase all the new and exciting things to investors.

Now, during MetaConnect, I think there is a chance, and I think this is a prediction I would make, that ChatGBT will release something to try to distract people from MetaConnect.

Perhaps their own robotic assistant. ChatGBT may launch its assistant on the same day as MetaConnect in an attempt to steal the spotlight from it. But even if that happens, it does n't change the game for Meta.

Meta is already aware that it will be competing with ChatGBT and Anthropic, so this will not be a surprise. And I think there are a lot of good things coming for Meta.

Look, "Muse" is just a useful aspect of the story. It is not an investment thesis per se. It's just a nice addition. When you get these nice additions , and sentiment shifts towards undervalued stocks , you get this big move.

Our Meta is up 9% right now during the day. Well, now Meta is in the green zone at $13,000 and it's on the rise. It seems to be rising higher with every passing minute. So, all of this looks very good for Meta.

The story is improving minute by minute . Even after this 10% drop, Meta still has plenty of room to go .

However, there are some challenges or obstacles. Meta has already faced its first major obstacle. Amazon has banned Meta's AI assistant "Muse" in a new confrontation. This is official and I confirmed it myself through my "Muse" account this morning.

Look, so far, when you ask Muse to shop for something, it opens its own browser and starts searching the web. He will search on " Shopify" sites. He will search on the websites of "Loz", "Home Depot", "Target", " Walmart", "Sam's Club" or anywhere else.

He will search just like any normal human being, but he does so in a more passive way because you are not wasting your time doing it. One of the sites he will also search is Amazon.

However, Amazon put an obstacle in the way . They just blocked access to "Muse". The way it looks is that when you search on Amazon now, this small message appears in your browser.

She says: "Constant access by an unauthorized AI agent violates Amazon's Terms of Use , which our customers have agreed to." So, Amazon detects the proxy assistant, and then simply blocks its access.

You might think, well, maybe Muse from Meta could simply bypass the CAPTCHA test. That's not what's happening here. There are much more sophisticated ways to identify and block smart agents.

So, there's no way for Muse from Meta to bypass this block.

And there are two ways for Meta to deal with this, two options available to them. The first, and arguably the more appealing, is to engage with Amazon. And talk to them, and come to an agreement.

Because both companies benefit more from working together than from working against each other.

For example, if Amazon remains blocked from Muse, then everyone who likes Muse and shops through it will no longer see Amazon products. So, a portion of the customer base no longer sees Amazon.

This hurts Muse, but it also hurts Amazon in the process. It's a mutually destructive situation. Right now, it might be more destructive to Muse than to Amazon, but as Muse grows, it will become more destructive to Amazon than to Muse.

So, it's not good for either of them. Neither benefits at all if this relationship remains blocked.

If they can come to an agreement, like a revenue-sharing model, or some kind of agreement about how Muse behaves and operates, or a specific access agent gateway, and if they get creative and find a way that serves Amazon's interests, so that both of them make money in the process and Muse makes money in the process, and both are happy, then that's the best deal for Amazon and Meta shareholders. And customers.

The other option is for Amazon to take a firm stance. It doesn't want to make a deal with Meta or anyone else and goes all-out to ban smart assistants. If that's the case, there are a few ways Meta could handle it.

And to Meta shareholders, congratulations. This is a huge victory." Amazon's ban on Meta's Muse won't slow it down. In fact, Amazon's ban only underscores its power. Amazon wouldn't have banned Muse if they didn't see it as a threat, if they didn't see it as important.

But they acknowledge the power of this technology by saying, "We have to stop and negotiate." So, this is a huge victory for Meta.

A brilliantly executed, highly polished, and perfectly timed application. The fact that they launched it before ChatGBT's product must be irritating Sam Altman and his team. They own the consumer AI application, and they let this happen with Meta.

I'm truly impressed with the way Meta did it. It's amazing how they beat Gemini, ChatGBT, and Anthropic to being first to the consumer. They really caught up. It's incredible to see.

So, congratulations to Meta's shareholders. Today is a big win. Now, I'm going to take a short moment to celebrate this victory. Not just because Meta's stock is up. That's not the reason, but because this was my top prediction just two days ago.

In fact, Yahoo wrote about it. This is Yahoo Finance. The report says: Selling AI stocks is panic, and Meta might be the best stock to buy, according to Joseph Carlson.

We have an article in Yahoo Finance about a video I submitted two days ago. It's the segment where I covered how Dario and Sam Altman are pleading for regulation. They want other companies to slow down for them because of their fears, and Mark Zuckerberg isn't slowing down.

He's speeding up. He's hitting the gas. He's doing it safely, saying he's slowed down internally to ensure the safety of his product, but he's not slowing down product development.

They're pushing forward with full force. But in that video, I pointed out Meta as the best option during this panic, and it's great that it's up more than 10% in just the last two days.

But I chose him as the flop. The week is because, a month ago, he became very pessimistic about Meta at a time when its stock was plummeting. Meta's stock had fallen to extremely low valuation levels.

It seemed like everything negative that could be said about Meta had already been said, and that's exactly when Gene Munster went on CNBC to say even more negative things about it.

Unfortunately for him, the stock then skyrocketed, as often happens in these situations. It went up more than 30% in just one month. So Gene's timing was simply unfortunate.