META 困在 575–775 美元的区间内，除非它打破资本支出周期，或投资者确信某项新产品或服务足以支撑每年 1500 亿美元的支出，否则将一直停留其中；只有当投资者足够兴奋时，Muse 才可能将其推升至 775 美元以上。

And we'll talk about the potential scenarios for AMD stock, Meta, Celsius, ELF, SoFi, and Amazon.

They invested heavily in stocks like Nvidia, Apple, Microsoft, Meta, Amazon, Google, McDougal, right? Tesla and all such stocks.

Where does the meta go from here? Speaking of Meta, it has done quite well recently. I'm not so sure about this stock. I said that this stock is stuck in the range of $575 to $775.

I've been talking about this for almost a whole year, haven't I? And I said it will stay within that range, until what happens? I said, until Meta breaks the cycle of capital spending and gets out of Zuckerberg's control or investors are convinced that we have a product or service that will make this entire investment worthwhile.

So, the way everyone is looking at it is, "Zuckerberg, if you want to spend $150 billion on chips and infrastructure next year, we're going to let you do it because you have a product or service in the market that's very important."

It's not just, "Oh, Facebook is running more ads and making more money from those ads and charging more than before, or Instagram and WhatsApp are making money." No, no, it has to be a new product or service or multiple products and services that will make everyone say, "Okay, this is incredible, right?"

It's not just , "Oh, Facebook is running more ads and making more money from those ads and charging more than before , or Instagram and WhatsApp are making money." No, no, it has to be a new product or service or multiple products and services that will make everyone say, "Okay, this is incredible, right?"

So, listen, here's a possibility. If you want to talk about the potential for meta improvement, right? If investors are very confident in this Muse product. Now, this has generated a lot of excitement recently, but we should hear a lot more about it on the conference call.

If investors get excited enough, you might be able to take Meta above 775, right?

If you want to talk about the potential for meta improvement, right? If investors are very confident in this Muse product. Now, this has generated a lot of excitement recently , but we should hear a lot more about it on the conference call.

If investors get excited enough, you might be able to take Meta above 775, right?

And so, there are a few ways to make money from this muse of meta, right? So, they have a free tier that many people have signed up for. And to be honest, everyone who has used this product in my real life has praised it.

I haven't had anyone use it yet and say, "Oh, I didn't like it." Or it's not good or something like that. Everyone was very impressed with it and gave it a lot more use than they initially planned. So, it's worth keeping in mind, right?

So, they have a free tier, but they also have monthly subscription tiers like $20 a month and $100 a month, right? So, this is definitely a way to make money.

Also, transaction-based fees. Meta plans to earn a portion of its revenue from transaction fees when Muse automatically completes purchases or service bookings through partners like travel through Expedia, grocery shopping through Instacart, and retail integration through PayPal.

Now, this is probably the biggest opportunity that I don't think people understand, right? This is really great. This is probably the biggest opportunity, right? Unlike pure AI competitors that may be forced to place ads directly within AI chat inference , Muse's interface is clean and ad-free.

Instead, Meta serves highly relevant and targeted ads across its family of apps, such as Facebook, Instagram, and WhatsApp, based on information from Muse's activities.

Listen, we know how Meta makes money. They make money by getting all this data , right? And the more data Meta can collect, the more relevant ads they can show you. When you go to Facebook, Instagram, WhatsApp, or any of their products like Threads , they can show you more relevant ads, right?

This will help them make more money because you'll be more likely to see those ads , click on them, and buy something from them , right ? So, when you're giving Muse all this data, isn't it giving you even more data?

This would ultimately allow Meta to make a lot more money by showing you more relevant ads , right? And this is the core strategy of Meta's business.

So, if you think where Meta's share price is going, it depends entirely on investor confidence in this Muse product. This has brought back excitement for the product, but if we're talking about going above that $775 threshold that I discussed, everyone has to believe that this is a game-changer.

This is an opportunity worth more than a trillion dollars. If it's a trillion- dollar opportunity, everyone can skip the $150 billion a year cost , right?

Because AMD is clearly the biggest and then Meta.

Meta, this way we can talk about many of the lists , right?

So, if you think I'm moving the price of a $2 trillion market cap Meta stock , I'm not.