META 全部观点

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."

Look In addition, "Meta". when I prepared this presentation; Meta's price here is 566. Now, "Meta" is rising Indeed, very strongly.

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 .

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.

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

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.

I do have a little bit of exposure to Microsoft and Meta, both of those, uh and not to Google and Amazon.

I just bought $25,000 worth of meta stock. I believe it's going to be one of the best stocks to buy now for the long term.

meta trying to rise

People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example.

Note, they did not mention Meta. If Meta jumps in and turns their compute online, they'd be a possible unexpected entrance benefiting Meta and obviously taking some of the market share from AWS, Microsoft, Google.

Uh, and just in like full disclaimer here because for just like an avoidance of doubt of of like exposure, I don't have any exposure to Anthropic. I don't have any like venture capital exposure to anthropic or open AI. Um, I do have a little bit of exposure to Microsoft and Meta, both of those. uh and not to Google and Amazon.

Meta and all these companies weren't going to be investing heavily like they are now in the AI space.

I actually have another customer that will take this compute gladly from you open AI or or maybe Meta or or some new startup that just came up

Uh less so with Meta, though there is a pricing lawsuit or mechanism lawsuit against Meta uh as well.

And then there's a smaller allegation that maybe even Meta is involved and they're all trying to scam you.

Stock number four is going to be Meta Platforms. Now, Meta Platforms is not one that really gave me anything during the earnings call, but I believe can benefit extremely well with this AI

So, Meta right now 578. Year-to-date the stock is down 11%. Obviously, there was that scaryness from all the legal lawsuits. We seen that it's gotten better, right? So, the the fears of a tobacco moment for them has has kind of gone away.