META

This is our communication services sector. This is where Facebook and Google are. And we're just kind of testing this here.

Uh, Meta, Meta, here we go. 726 to 733.

Meta strong. Okay. I can't watch everything. Yeah.

I do like Meta for the long term. I I do think Meta's I do think Meta is going to make a real secondary move following that 80 point spike. It's in consolidation right now, so it's it's something we have time for.

But the timing of that, which came two days after Meta's stock skyrocketed due to the launch of Muse, is odd.

Mark Zuckerberg, who launched Muse. And remember when we all said, "Oh my God, they're leasing data centers and they don't have their own product; it's going to be a disaster."

Meta's stock plummeted, which I had bought, by the way, because it was oversold . Then he announced Muse, saying, "We hadn't talked about this, and we hadn't launched it because we didn't want to launch it until we knew exactly what the product was and until we had resolved all the safety issues."

Then they launched it in a way that was uncharacteristic of Zuckerberg. He changed his approach, and now he's slower than usual. That's the right way. And I respect that.

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence.

During this period, Mark Zuckerberg underwent a radical transformation. It spent tens, if not hundreds, of billions of dollars on data centers, purchasing processors, and training its models, using its employees and monitoring the smallest details of their work to learn from them.

He went so far as to completely change the direction of his company and dedicate Facebook and Instagram's resources to becoming leaders in artificial intelligence.