买入并持有 META，预计到本十年末目标价为每股 1,000 美元。
逐段跳播
Meta 推出的 Muse 应用，可能是我所认为的真正令人愉快的推理周期的第一个消费级催化剂。
Muse, the Muse app from Meta, may be the first consumer catalyst for what I believe is a truly enjoyable deduction cycle.
她正处于一个非常有利的位置，因为「Muse」正在病毒式传播。她正在经历一个与「ChatGPT」问世时极为相似的时刻。
She is in a very positive position because of the viral spread that is occurring with "Muse". She is living through a moment that is very similar to the moment when "ChatGPT " emerged.
但你知道「Meta」有趣的地方在哪吗？我相信你们都看过我们发布的那期「Rich Habits」节目。我想那是在八月，我们当时在谈论「Meta」的诉讼。罗伯特和我在那期节目里对视了一眼，我说：「你知道，Meta 现在每股 500 美元，或者 550 美元，不管价格是多少。
你们都要因为一场诉讼而恐慌吗？我在买 Meta 的股票。Meta 是一家伟大的公司。我不会做空扎克伯格。我自己会留一些 Meta 的股票。到本十年末它会值 1,000 美元。一切都没问题。」
结果三周后，它涨了 50%。没用多久，对吧？但看到定投策略经受住了时间的考验，还是很酷的。
But do you know what's fun about "Meta"? I'm sure you all saw it in the "Rich Habits" episode we released. I think it was in August when we were talking about the "Meta" lawsuit .
Robert and I were looking at each other in the episode, and I said, "You know, Meta is at $500 a share right now, or $ 550, whatever the price is. Are you all going to panic over a lawsuit?
I'm buying Meta stock. Meta is a great company. I'm not betting against Zuckerberg. I'm going to keep some Meta stock for myself. It'll be worth $1,000 by the end of the decade.
Everything's fine. Well, three weeks later, it's up 50%. It didn't take long, did it? But it's cool to see that a dollar-cost average strategy stands the test of time.
就像我刚才提到的，AMD 450 美元，或者英伟达 195 美元。你看着它，心想：「这似乎说不通。这是怎么回事？」或者 Meta 500 美元，不管价格是多少。这似乎不对劲。这是怎么回事？
Like I just mentioned, AMD at $450, or Nvidia at $195. You look at it and think, 'This doesn't seem to make sense. What's going on here?' Or Meta at $500, whatever the price is . This doesn't seem right. What's going on here?"
这个频道对 $META 的历次判断
Rich Habits 在这只股票上共 4 条判断，这里只列相邻的几条。