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The creator discusses Meta's recent stock performance and strategic shift toward in-house AI development, h...

Jul 12, 2026

The creator discusses Meta's recent stock performance and strategic shift toward in-house AI development, highlighting the release of Muse Spark 1.1 and Iris AI chips as catalysts for potential efficiency gains and reduced reliance on external hardware providers.

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NVDANeutralLow ConvictionResearch Only

Mentioned as a company whose hardware reliance Meta aims to reduce.

TSMNeutralLow ConvictionResearch Only

Mentioned as the manufacturer for Meta's in-house AI chips.

AVGONeutralLow ConvictionResearch Only

Mentioned as a partner in Meta's in-house AI chip design.

METANeutralMedium ConvictionSignal-backedPrimary

Meta is shifting to in-house AI development to improve efficiency and reduce costs, though the creator remains neutral on future price direction.

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