说话者持有 META 的多头仓位，因超卖而在 560 买入，并认为 Muse 虽延迟但安全地推出是一项积极的战略变化。
逐段跳播
但这件事的时机很奇怪，它发生在 Meta 的股价因 Muse 的推出而暴涨的两天之后。
But the timing of that, which came two days after Meta's stock skyrocketed due to the launch of Muse, is odd.
马克·扎克伯格，他推出了 Muse。还记得我们当时都说：“天哪，他们在租用数据中心，却没有自己的产品；这会是一场灾难。”Meta 的股价暴跌，顺便说一句，我买了，因为它被超卖了。
然后他宣布了 Muse，说：“我们之前没有谈过这件事，也没有推出它，因为我们不想在确切知道这个产品是什么、并且解决所有安全问题之前就推出它。”然后他们以一种不符合扎克伯格一贯风格的方式推出了它。
他改变了自己的做法，现在他比平时更慢。这才是正确的做法。我尊重这一点。
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.
我跟你说过，我在 Meta 的最低点 560 买入了。
I told you I bought Meta at its lowest point of 560.
这个频道对 $META 的历次判断
The Compound 在这只股票上共 3 条判断，这里只列相邻的几条。