Daniel Pronk 对 $META 的判断变化

2026-09-02看涨
Berkshire Reveals Its Google Thesis & Why They're Buying More
Meta被低估;鉴于相对于未来AI收入潜力的低远期市盈率,正在增持。

这看起来是大型科技公司面临的又一个重大法律障碍,类似于刚刚发生在Meta身上的情况。然后我们将看看Meta所有关于其新人工智能的新发布和推出。他们一直在疯狂地推出产品,似乎股价开始反应良好。

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.

在这里你可以看到QMVP中的所有持仓,最著名的是微软、苹果、亚马逊、博通、英伟达、谷歌和Meta。

Here you can see all the holdings within QMVP, most notably Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta.

2026-08-28看涨
I Can't Stop Buying this Stock - Why The Market's Getting it Wrong
Meta被低估,是强力买入,因为180亿美元和解减少了法律风险,AI/WhatsApp收入增长,且前瞻市盈率约为18.6倍,较低。

在今天的视频中,我们将讨论Meta刚刚达成的巨额和解,这对业务和股价意味着什么,以及为什么该股的表现不如许多人(包括我自己)预期的那么好。

In today's video, we are going to be discussing Meta's large settlement that it just had, what it means for the business and the share price, and also why the stock hasn't responded as well as many people thought it would, including myself.

首先,让我们讨论Meta需要对其平台做出的改变。所有这些改变都是专门针对未成年人的,即美国18岁以下的人群。第一项是默认每天2小时的使用限制,青少年只有在获得父母许可后才能关闭。

2026-08-21看涨
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