$META · Meet Kevin · 2026-11-09
说话者持有 Meta 并看好它，预计 Meta 仿效 Palantir 的 Forward Deployed Engineers（负责引导客户入驻并将其纳入 ARR）模式、加大销售团队投入的计划将带来大幅营收增长。
逐段跳播
像 Oracle 或 Meta 这类公司的信用违约互换并未处于最高水平。
Credit default swaps for companies like Oracle or Meta are not at their highest levels.
这些就是他们看好的标的。他们在强调 Amazon、Meta、Microsoft、SpaceX 和 Nvidia。
Now these are the names they like. They are emphasizing Amazon, Meta, Microsoft, SpaceX, and Nvidia.
就我个人而言，我喜欢所有这些公司。我持有 Meta、Amazon、Microsoft、Nvidia 和 SpaceX 的股票。
Personally, I like all of these companies. I own shares in Meta, Amazon, Microsoft, Nvidia, and SpaceX.
但 Meta 也在做这件事。Meta 计划在销售团队上投入更多资金，基本上就是打造类似 Palantir 的“前沿部署工程师”那样的销售团队，由他们去把客户搭建起来并纳入 ARR。大幅的收入增长将来自那里。
But Meta is doing this too. Meta plans to spend more money on sales teams, essentially creating sales teams like Palantir's Forward Deployed Engineers, who will go and set up people and add them to ARR. Big revenue growth will come from there.
这个频道对 $META 的历次判断
Meet Kevin 在这只股票上共 28 条判断，这里只列相邻的几条。