META 在当前价位很划算、价格合适：它已失去 Muse 带来的热度，目前处于 200 日均线位置；传闻其将在 3 至 6 个月内（可能更早）通过股权/债务融资 500 亿至 1000 亿美元，加上伯克希尔可能买入可转换债券，或可验证其 AI 支出，不过这仍属传闻。

Yesterday was the only mag 7 to be green because all of the others are expected to have to raise, raise, raise, including Meta. Is it possible that now they're going to start swooping in, bailing out Meta just like they did with Google?

So a lot of concern around hey is the AI trade sustainable? what's cooking in AI and that is leading Barons to actually say maybe Meta is going to come uh out with some form of special partnered equity raise deal with Berkshire Hathaway.

Now what's interesting is in this they talk about how the Meta could end up modeling their race after what Google did with their preferred.

And Barren thinks that Meta might actually model after this. Now the rumoring is they're going to take this strategy and go for meta. Now who knows it's rumor mill but it's very interesting here.

And so the premise of this Barons piece here is Meta eyes an early equity deal for its AI war chest and Birkshire could be a buyer.

So Meta Barren thinks could do the same thing. Meta's debt right now yields 7% but again that's ordinary income. So you know that's high tax and CDS's for Meta are going up.

People are uh in fact there was a whole Bloomberg piece I think front page of Bloomberg right now is talking about how credit default swaps on some of these AI spenders is skyrocketing.

ever analysts told Barren that Meta could seek 50 billion to 100 billion in the next 3 to 6 months in a mix of equity and debt.

JP Morgan wrote in a note that an equity deal could come even sooner and that recent weakness in Meta shares could add some urgency to that.

Meta's basically given up all of their Muse uh uh like enthusiasm. So Meta stock is right here at the 200 DMA.

But anyway, the recent weakness in meta shares and other AI related tech stock talks could add some urgency to this.

But going back specifically to that Barons piece that this potential for Berkshire Hathaway coming in and buying uh Meta's convertible would really send this signal to markets that hey not only are you know is Berkshire Hathaway looking at these PE ratios and saying there's a steel but they're basically then becoming underwriters in the very AI trade that make that has been making people nervous.

So, let's go back to the Barons piece here for a moment. Recent weakness in Meta shares and other AI related shares could add urgency to that. Yeah. So, Meta again being at the 200 DMA, all of the Muse stuff, the Muse excitement gone.

You are basically buying Meta for free now or or you're buying Muse for free now. buying Meta stocks at this value. I I think it is a steal.

But if Buffett gets in on this meta deal, and I always say Buffett, we know it's Birkshire and Greg Ael now, but come on, you know, we all like Buffett and we all miss Buffett.

But anyway, uh Meta could end up issuing $20 billion of equity or a mix of class A equity and convertibles and agree to sell another 20 of non voting and uh that the stock is being that's being distributed in January.

Bergkshire has stayed clear of tech for a long time under Buffett, but a decade ago with Apple and more recently with Alphabet, it has shown a healthy appetite for tech when the price is right.

That's interesting. So, is the price is the price right now for Meta? Me thinks so. So, we shall see. But that's very exciting to see this from Bergkshire.