Detailed view for this entity.
“META, is down pretty decently, about 2 and 2/3%. Following this big push higher, we're starting to to weaken someone on that.”
“Meta is taking a different approach. They're using tools that let them write kernels that aren't locked to Nvidia chips.”
“two that I've talked about the most this year is likely Meta and Amazon. And I've recently highlighted both of these as my top picks for 2026.”
“Mark Zuckerberg has spent a fortune developing Muse Spark, their latest AI model which they released in the app store. It's been in the top 10 of the app store since release.”
“But what Apple lacks is a good AI model. Meta has that. They have Muse Spark, which is low latency, which will be highly optimized for their own hardware.”
“if you look at some of the largest of the meggaap stocks, those that we still think are undervalued, in this case, Nvidia, Microsoft, Broadcom, and Meta.”
“In January of this year, Meta signed a multi-year agreement worth up to $6 billion for fiber, cable, and connectivity supply.”
“WE WILL PROBABLY SEE APPLE, META PRODUCE STUNNING RESULTS AS WELL.”
“오늘 메타는 퀘스트 VR이죠. 예,요 헤드셋에 가격을 더 올린다고 합니다.”
“메타는 오늘 잘 했는데 이제 해고 발표를 다시 했습니다. 자, 10% 정도 거의 8명 정도 해고를 한다.”
“I mean meta's AI works well. I mean it's a consumer facing but like it's better at giving me what's happening with tennis than Anthropic...”
“if I had to pick only one, I would pick Meta as the better stock to buy head-to-head between these two.”
“at a fraction of the cost you can go ahead and build something great. For example, with Templar, they did their model for about $2 to $3 million when it would have cost Meta over $70 million to build that same model.”
“Templar spent $3 million and they're building better models than what's happening at Meta.”
“this model was compared with uh Llama 270B which is from Meta.”
“Now, Meta is testing out premium subscriptions on Instagram, allowing users to potentially maybe extend the duration of stories, restrict”
“Now, Meta is testing out premium subscriptions on Instagram, allowing users to potentially maybe extend the duration of stories, restrict who gets to use it, and restrict if you view the story or not.”
“Meta is now going to be get those Ray-Ban wearable eyeglasses that the company makes in partnership with Rayban. You are now going to get those in prescription friendly lenses.”