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The AI Strategy That Pulled Meta Back Into the Game · Earn Your Leisure

• 0:00
  Speaker 1: Um, for sure. Okay, let's talk about meta.
• 0:04
  Speaker 2: And really quick for the person who said what happened
• 0:06
  Speaker 2: to the crash in 2027, I said two weeks ago,
• 0:08
  Speaker 2: it's not going to be a typical crash. It's going
• 0:10
  Speaker 2: to be economic crash as expressed in the McDonald's Under
• 0:14
  Speaker 2: Armour Lowe's Home Depot chart. It's going to be the
• 0:17
  Speaker 2: crash of the have and have nots. They're going to
• 0:20
  Speaker 2: make sure that the money flows to the haves, which
• 0:24
  Speaker 2: is the stock market, public equities, and then If you're
• 0:28
  Speaker 2: not invested, you're going to be penalized and punished.
• 0:30
  Speaker 1: I appreciate you.
• 0:31
  Speaker 2: Back to you, Troy Rashad. Too many of you spend
• 0:34
  Speaker 2: time making snarky comments, opposed to just running the bag up.
• 0:39
  Speaker 1: But let me help you.
• 0:40
  Speaker 2: Can I sponsor his membership into UL University?
• 0:47
  Speaker 1: Absolutely.
• 0:50
  Speaker 2: See, I'm going to talk shit and give. But I
• 0:53
  Speaker 2: want you to only talk shit if, like, when you
• 0:55
  Speaker 2: check that portfolio... That shit got some commas in it.
• 0:59
  Speaker 2: But let me sponsor you into EYLU.
• 1:02
  Speaker 1: Run up the commas. Run up the commas.
• 1:05
  Speaker 3: Please.
• 1:05
  Speaker 1: Meta was up $ 76 today.
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  Speaker 4: It's up 34%, I believe, for the month. So it's
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  Speaker 4: having a strong rally right now.
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  Speaker 1: So... talked about the new AI that is rolled out.
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  Speaker 4: So Meta, a company that we've been talking about for
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  Speaker 4: so long, I personally always respected what Meta built. And
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  Speaker 4: I always respected the legacy of Instagram.
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  Speaker 1: It's legendary.
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  Speaker 2: Life-changing.
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  Speaker 1: Yeah, for sure. And the brilliance of WhatsApp. And the
• 1:51
  Speaker 1: brilliance of Facebook, too. And here we are now. So Meta,
• 2:00
  Speaker 1: what is the deal with Meta?
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  Speaker 3: Meta is obviously, when you talk about the difference a
• 2:08
  Speaker 3: month makes, right?
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  Speaker 1: Think about this.
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  Speaker 3: A month ago, they were sitting in front of Congress,
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  Speaker 3: selling a lawsuit because of some of those apps that
• 2:15
  Speaker 3: you just spoke about.
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  Speaker 1: And what we saw.
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  Speaker 3: Today, although those apps are prominent in the wheelhouse of Meta,
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  Speaker 3: What they have now created, and we talked about it
• 2:26
  Speaker 3: a few weeks ago. I think last week I asked
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  Speaker 3: you if you use Muse. Shout out to the meta team.
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  Speaker 3: They had sent it over. And I was like, look,
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  Speaker 3: y'all got something that's incredible. In terms of ease of use,
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  Speaker 3: this is probably the easiest one in terms of AI
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  Speaker 3: agents that I've seen because of how simple it is
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  Speaker 3: to use. So much so, that was last week. Two
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  Speaker 3: weeks ago we got it. Last week we spoke about it.
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  Speaker 3: If you look in the App Store right now, it's
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  Speaker 3: the number one free app in the App Store. in
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  Speaker 3: front of ChatGBT. What does that mean for Meta? Well,
• 2:58
  Speaker 3: based on what we saw today, it shot up $ 82.
• 3:00
  Speaker 3: They're looking at it and like, hey, we have now
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  Speaker 3: a wheelbase to generate income from subscriptions. So they're already
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  Speaker 3: estimating that they could generate up to $ 30 billion in
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  Speaker 3: revenue by 2030.
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  Speaker 1: So why is that important?
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  Speaker 3: Because we know the ad business is like the predominant
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  Speaker 3: revenue source when we're talking about Facebook and we're talking
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  Speaker 3: about Instagram. but now you have a new source with AI.
• 3:23
  Speaker 3: They tried it with Meta AI, kind of didn't go
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  Speaker 3: the way we thought. They had Manus, and then we
• 3:31
  Speaker 3: saw what happened with Manus, but that was the first
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  Speaker 3: indication that, hey, we need to have a new revenue source.
• 3:36
  Speaker 3: And now what we've seen with Muse, they got something
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  Speaker 3: that is functional, that's easy of use. And I'm telling you,
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  Speaker 3: once people start using it, this is going to be
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  Speaker 3: the thing because it already has so much data because
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  Speaker 3: of the database that Meta already.
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  Speaker 1: Consists, right? You're talking about.
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  Speaker 3: I mean, 8 billion people in the world, they have
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  Speaker 3: 3.4 billion across their platforms. You're talking about nearly 45%
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  Speaker 3: to 50% of the population. They have their data.
• 4:03
  Speaker 1: So now what.
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  Speaker 3: Can you do with that? This is a key moment
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  Speaker 3: in the history of Meta. Number one, because of what
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  Speaker 3: they just came from a month ago. But also, think
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  Speaker 3: about the times. On Wednesday, they're going to have their
• 4:17
  Speaker 3: tech summit. And so there's an anticipation that there's more
• 4:21
  Speaker 3: things to come. There's going to be more talk about
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  Speaker 3: what they're going to be doing with Muse in terms
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  Speaker 3: of AI. Everybody was saying, hey, that CapEx spend is
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  Speaker 3: too much. How are they going to justify it? How
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  Speaker 3: are they going to justify it? Well, this is the
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  Speaker 3: first sign that we're seeing of a CapEx spender, a
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  Speaker 3: hyperscale spender, saying, hey, we now have a revenue generator,
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  Speaker 3: which is a change in the story, that narrative of
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  Speaker 3: how are they going to make money, how are they
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  Speaker 3: going to make money, they keep spending.
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  Speaker 1: Well, here we go. Here comes Muse.
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  Speaker 2: They've done a great job. I want to talk from
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  Speaker 2: a technical level first. Anytime Meta's kind of hovered around
• 4:56
  Speaker 2: a 523.60 to 485 level, it was a great area
• 5:01
  Speaker 2: to buy. So Jensen has talked about it being like
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  Speaker 2: a value hyperscaler. For a long time, Meta opened up
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  Speaker 2: at 662.73. It spent most of the year underneath that
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  Speaker 2: yearly open. But anytime that they've hovered around that 540
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  Speaker 2: and down price, it was a really good time to buy.
• 5:22
  Speaker 2: For my swing traders, if you've been swinging this for
• 5:25
  Speaker 2: a couple of months, one of the key levels I
• 5:27
  Speaker 2: was looking at was 693 for it to break above.
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  Speaker 2: We're clearly above there now. But I think this is
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  Speaker 2: a prime example of, and I've said it at the
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  Speaker 2: top of this year, I think they've been grossly mistreated
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  Speaker 2: for how they ran the company because I think they've
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  Speaker 2: done an incredible job. But with this introduction and the
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  Speaker 2: Instagram Plus and a few other initiatives that they have
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  Speaker 2: in place, I think they will be fine long term.
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  Speaker 2: Four-year revenue up 22%. Operating income is up 20%. Operating
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  Speaker 2: margin approximately 41%. Net income is $ 60 billion. Ad impressions
• 6:03
  Speaker 2: is up 19%. I think if we are going to
• 6:09
  Speaker 2: talk sector rotation, which I hate, I think they got pummeled.
• 6:14
  Speaker 2: Because there were so many other stocks that were given
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  Speaker 2: a higher return. But if you're looking long term, you
• 6:21
  Speaker 2: would be remiss to not buy this one at that
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  Speaker 2: price in that 540 to 515 range and hold it
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  Speaker 2: for long term.
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  Speaker 4: Yeah.
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  Speaker 1: On August 24th, it was sitting at 555. August 24th,
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  Speaker 1: less than a month ago. 551 on August 24th. And
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  Speaker 1: here we are.
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  Speaker 3: Getting ready to test new all-time highs up there over 800. Yeah,
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  Speaker 3: I think it's just a race to 800 at this point.
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  Speaker 3: I think it's definitely a race to it. What's interesting
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  Speaker 3: about Zuckerberg is like, we've seen this happen so many times.
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  Speaker 3: He goes to Congress, he has a product that doesn't work,
• 6:56
  Speaker 3: they still rebound, right? Whether it was the Metaverse changing
• 7:00
  Speaker 3: the name of the company, they still rebound. When it
• 7:03
  Speaker 3: was the Oculus and it was, you know, the Metaverse
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  Speaker 3: that didn't kind of pan out the way they thought,
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  Speaker 3: because they tried to buy Celebrity, then having the functionality,
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  Speaker 3: here comes Muse. Man of Sandwork, here comes Muse. He
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  Speaker 3: just has a way to just maneuver through turbulence and
• 7:23
  Speaker 3: keep the ship going to all-time highs.
• 7:27
  Speaker 4: Well, they have an essential product, and sometimes you just
• 7:30
  Speaker 4: got to use the eye test. That's why I was
• 7:32
  Speaker 4: never really concerned that TikTok was going to overtake Meta,
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  Speaker 4: because they have a core fan base that was never
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  Speaker 4: going to go over to TikTok. still have some problems
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  Speaker 4: with probably really young kids, but millennials and Generation X
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  Speaker 4: are all on Instagram. And the baby boomer generation is
• 7:54
  Speaker 4: all on Facebook. And if you want to communicate with
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  Speaker 4: anybody that does not live in America, you have to
• 8:00
  Speaker 4: use WhatsApp. So they essentially have three pools of people.
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  Speaker 4: And how can you lose when you literally have half
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  Speaker 4: of the world's population that depends on you in one
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  Speaker 4: way or another. Because it's not just a social media app,
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  Speaker 4: it's a dependency app. You need Instagram for your news.
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  Speaker 4: You need Instagram for your amusement. You need Instagram for
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  Speaker 4: your relationship dating.
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  Speaker 1: Facts. Now you're cooking, my boy.