$Meta Platforms, Inc.(META)$ S

So..

Zucks just flat out told investors that they need to give $META years to truly monetize AI. He did not sugarcoat.

He was blunt and direct, said they would increase capex in 2025, and that investors need to be patient with how they scale products (in his words, usually to 1B+ people) before they even try to make money.

This is likely why they JUST started monetizing whatsapp and why they are going to wait to monetize Threads and MetaAI.

The stock did NOT tank on this news. It's almost like the street actually appreciated the honestly, as long as they could feel the authenticity coming from Mark on the fact that there will be monetization, it just needs time for it to happen properly.

Current AI monetization for $META is mainly just in advertising, which is helping them still grow 20% YOY.

Meta Quest 3S Launch: Sell the News or Catch the Rally?

At its Connect conference, Meta unveiled the latest generation of its VR headset. Quest 3S will be available on October 15, with a starting price of $299, lower than the $499 starting price of the Quest 3 in 2023. A Meta representative explained that the "S" in Quest 3S stands for "Start," signifying that this device aims to make VR more accessible to the general consumer. ---------------- With Meta hitting all-time-high in yesterday's trading, would you sell the news or catch the rally of Meta?

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