META 全部观点

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.

This might be The agent is affiliated with Meta. Or Muse, or any other agent. Although OpenAI launched Her agent yesterday, and it seems It focuses more on Corporate clients, which Good for Meta.

And from Interesting Also, that this was Part of the hypothesis The positive aspect of Meta is that It has a distribution network Widely available to consumers The final one is not owned by any Almost another company.

So it is simply in Best position to launch a product Like Muse in the market And to benefit from it.

We held investor days for Brookfield, Meta's stock rose by about 30%, and Meta hosted a "Connect" event.

Meta's stock has risen by about 30% from its lowest point last month, and many have asked me whether the stock looks too expensive now, whether it is no longer a buying opportunity, or whether it is time to sell.

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia. Amazon, Microsoft, Google and Meta are spending billions to build data centers, buy chips and secure electricity.

We can see recently how high Meta's stock has risen, and Meta relies mainly on advertising revenue.

So, I start with, you know, number one. Therefore , from 110 to 150 are five charts that I consider at this stage to be in an initial upward trend, and a strong accumulation phase.

The reason I do this is that I can run a performance table and say, "Show me last month," and I can see that Meta is up 25%, and Micron is up 13%.

Meta has taken off recently.

Now, Meta did jump up above Google for a couple days, but Meta's it's going down. Meta went down like 4% today and a couple percent uh the last market day. So Meta has given up about $8,000 in gains, bumping itself down, but you can see how close these are.

Meta is the most volatile of the Max 7 and has repeatedly offered tremendous buying opportunities in times of public outrage and unpopularity. And such a time has come again. Meta just faced one of its biggest lawsuits in history and many more are still outstanding.

And it spends hundreds of billions of dollars on capex that the market is deeming highly questionable.

So, the first stock we have on the list is Meta. Have you seen Meta? This arrow launched like a rocket. Buy signal, or should I say bullish momentum signal . We used to call them buy signals, and I might say that a few times, but the bullish momentum signal has just turned into a bullish momentum signal here. This is what I meant to say on September 4th.

Meta did better this week, announcing Muse, the integrated smart assistant that, in my opinion, features a great presentation and an attractive user interface , and I even like the small cartoon character that was chosen for it.

We have a lot of news to cover, but as usual, we'll start with MetaTrader's stock this week at 698. I don't think that includes the big jump the stock saw on Monday, but you closed the week, or at least the last five days, up 7.5%, and finished the week at 751.

These are levels MetaTrader hasn't seen since last year, I think.

Among the biggest moves we were looking forward to in the stock market this week was Meta. Wow, what a move! Last week, the price fluctuated in the 680 range, unable to break through this support level and the downtrend line here.

Here, the price drops a little, and we've just started to squeeze it. Then on Monday, the price rose by 12% to 17% to reach its highest level yesterday, and it is now in a position to grow.

The biggest, you know, the the most valuable resource out there, uh, maybe someday more than oil. I mean, I have called, you know, compute, power, and and AI the new, you know, the new oil basically.

But there is just this insatiable demand. No one can buy enough hardware to support the load. Um, you know, we're going to talk about Meta here in a minute. Um, I love their Muse AI, especially for people that are new to agents, but they're all I mean, here's Facebook.

I mean, Facebook probably has more data centers than anybody, and they're all a week in they're struggling with capacity issues. People are getting timeouts. I mean, so many people want to use this technology, and not even the biggest of the big, Facebook, has enough compute to feed that.

Now, that being said, still love Meta. We'll come back to that. But I mean, you look at that chart. I mean, it's just beautiful the reaction to the news.

We will also talk about Meta's new AI agent " Muse" that has become widely popular,

Meanwhile, Meta's stock itself rose 30% in September alone, and is on track for its best month since July 2013. Those of you listening now, remember that we talked about the lawsuit against Meta.

I believe that was in early August, when Meta was trading.

Muse, the Muse app from Meta, may be the first consumer catalyst for what I believe is a truly enjoyable deduction cycle.

She is in a very positive position because of the viral spread that is occurring with "Muse". She is living through a moment that is very similar to the moment when "ChatGPT " emerged.