META 全部观点

Happy Wednesday everybody who also called for Meta Green Day. So Meta also on the gap up list here today as that is trading higher.

let's look at that meta uh uh movement because I I saw that they had news uh they released uh a personal AI called Manis or Muse, I'm sorry. Muse is the other thing. Uh Muse.

I also believe that the " Meta" news is affecting some of these technology stocks.

Okay, let's get back to Meta's news. Meta shares are seeing a rise here in the pre-trading phase. Yes, this is an interesting release because we saw OpenAI also launch a prototype over the weekend.

Now Meta is launching its own "Muse" model. This model is described as a personal and private artificial intelligence agent , so to speak . This is something that was developed by their head of artificial intelligence, Alexander Wang.

This is very interesting because we were expecting a product launch from him in relation to Meta. Therefore, this is an important development here. This model is now available for free, in addition to subscription levels up to $100 per month.

But this model is supposed to make your daily activities a little easier. You must give him permission to perform certain actions. You must unsubscribe so that the model does not learn from your interactions.

But again, this is a step in the right direction for Meta.

yes um you know when you look at Meta, when you look at uh Nvidia, when you look at um Google or Alphabet, whatever you want to use for it, they generate an amazing amount of cash flow from their business, their core businesses.

But what's interesting is that those businesses are no longer capital-like businesses. um to the extent that they're now spending there's no free cash flow at Meta anymore.

In fact, Vestra recently signed 20-year power purchase agreements with both Meta and Amazon. So, Meta and Amazon are working to secure long-term energy agreements with Vestra, which will provide the company with stable and growing cash flows over the coming decades.

But this next point is very important to understand, because Vistara’s guidance does not include Cogentrex’s recently announced acquisition and power purchase agreement with Meta, which the company estimates will generate about $700 million more in earnings before interest, taxes, depreciation and amortization combined.

Meta is looking to spend up to $145 billion on AI capital expenditures this year. For the first stock, I want to move to Meta Platforms. I think this is one of my favorite stocks this year.

The arrow was punished , and that was justified. I think the market always finds reasons for that, and there are many of them. I mean, many could argue that this company's increased capital expenditure is one of the reasons for its punishment, wouldn't they ?

We have seen capital expenditures reach approximately $130 billion to $145 billion for this year. The second thing is that, unfortunately, there are a lot of those legal issues that occur with Meta.

We've had a few updates in the past few weeks that suggest things may not be as bad as the market thinks. But the market is still a little scared here and there. I mean, in their most recent second-quarter earnings , legal costs caused the company to lose money or not achieve its expected earnings per share.

This is a story that will continue to be repeated over and over again. Therefore, there are those risks related to legal proceedings and capital expenditures.

I think that Meta Company It will be amazing. If you You want to know My investments, I believe That "Meta" will be one In addition to them, And I think "Meta" is priced Under 600 is a deal Winning.

So, keep in mind When I show you the "Lip" option And I will move on to "Meta" now. I will open "Meta" "I'll show you what I'm looking for."

For example, Meta's advertising engine may be the largest application of artificial intelligence on Earth today. AI-powered targeting has driven their advertising revenue to grow by 27% year-over-year, with advertisers paying 12% more per ad.

This may not seem like a huge growth, but don't forget that this business literally already serves almost one in two people on the planet. So, this growth is coming on top of a very large underlying base.

Now, the second arrow is Meta. I think Meta is another crazy one. Currently, it costs around $600. Meta's price-to-earnings ratio is also insane, around 19. This stock was much cheaper before, and we were talking about it in this channel when it was below the 500 level .

For me, what is that one thing that is outside the scope of evaluation? I think the market is not taking into account its potential in selling artificial intelligence. Many people want Mark Zuckerberg to sell computing, but Mark Zuckerberg said in recent earnings: "We believe there will still be much higher profit margins in selling intelligence than in selling computing outright ."

We believe there is a significant opportunity, obviously, to sell computing as well. I think you're asking which area is most likely to grow the most, but I'm very optimistic that we'll see significant growth in all of these areas.

So, I really want to focus more on the top part , don't I?

Five days ago, we posted a video titled "Why Meta's stock is about to skyrocket." That was on August 28 when Meta's stock closed at around 577. The stock has risen 7 % since then in just the last five days, and let's not forget we were busy with the weekend.

So, what happens in Meta? Well, senior management is starting to change its mind about Meta, and some of the good news coming from Meta might be better than expected. But let's be clear, Meta's historical volatility is currently low . It's below average, which is a good sign.

Even competitors like Meta, who were really big on open software platforms, don't come close to what Nvidia has done , do they?

We just got Fable 5.1 from Anthropic, Muse and Meta AI are releasing updates like crazy, and Grok is also performing amazingly well.

Speaking of Meta Muse Code and the new Spark 1.3 max, the performance is very good. This is madness. I think the pricing here is much cheaper than many of these other models, but Muse Code and Spark 1.3 max are on par with Fable 5 Opus 5 for programming workloads. This is a pioneering model.

we will look at Meta again which is a episode that we actually just recorded

Um but I mean I'm biased myself like for example you look at Meta pretty um pretty critically in terms of its uh um its influence on especially kids, teens and people in general.

Um, well, I use meta primarily to look at the ads and I always think they're great and I get stuff and I feel like I'm personally biased because I like to use it and I don't feel like I scroll a lot.

Let's Let's look at Meta. We'll just see what that one's doing cuz So, we are coming off of that 520 uh level much better now. Uh since we we spent a good majority of August trying to move away from that, but uh we're now managing our way uh the price managing its way through the 50 uh day SMA.

And you still have a bunch of moving averages to the upside. It's going to provide resistance. Uh the 200, the 500. Uh then there's also apparently a spot up in the 680s that looks like it's also been providing some resistance for uh pretty much a good portion of this year.

This looks like another major legal hurdle facing one of the big technology companies, similar to what just happened with Meta. Then we will take a look at all of Meta's new releases and launches regarding their new artificial intelligence.

They have been rolling out their products like crazy, and it seems the stock is starting to respond well.

Meta's got a little move today. That's nice. I I think Meta is like primed for an explosion, especially if they come out and say, "Hey, boys and girls, you know how everyone's waiting for Elon Musk's compute?

Want to just use ours right now instead?" and and they just announced these crazy partnership deals where now they're just printing money uh licensing out the hardware that they have uh given that there's such a shortage now and now is the time to take tendies on it for them.

That wouldn't surprise me. Hasn't happened yet. So, it could be wrong, but uh that's what I'd be looking for.

The next stock I'm going to highlight as a great buying opportunity is Meta Platforms. I calculated a fair value for this business at $72 per share with the current market price at $571.

Given that difference, I calculated an upside of 23% for Meta over the next 12 to 18 months. The outcome of the court case was less than feared with the company paying a settlement just above $10 billion, but it will be spread out over 10 years and the payments annually are not that significant compared to the cash flow from operations the business generates.

I wrote basically, Microsoft, Meta, Amazon have a good moat for the next 2 years. Note, they did not mention Meta. If Meta jumps in and turns their compute online, they'd be a possible unexpected entrant benefiting Meta and obviously taking some of the market share from AWS, Microsoft, Google.