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Alfred Gray
@alfredgray · Jan 28

Meta Platforms: shares rise thanks to debate on open source models

-Slight stock gain: shares of Meta Platforms $META rose 0.6% in response to an analysis by Mark Kelley of Stifel.

- Open source models Llama: Kelley highlighted DeepSeek's use of Llama models, which pointed to possible violations of Meta's policies.

-MAU limit : Current $METApolicy allows free use of Llama models until the application exceeds the 700 million monthly active users (MAU) threshold.

-Monetization Opportunity: The analyst speculates that $META might consider lowering this limit, which would create opportunities for explicit monetization of open source models.

Meta remains on the technological cutting edge due to its open source technologies, and debates about monetization suggest potential long-term growth opportunities.

A community member's personal view, not investment advice. Community Guidelines

CB

The company can make good use of this. From what I've seen so far, the results have turned out well.

GP

Exactly, the results were great and all items were up, but the stock is very expensive now.

BC

Meta is a great company. The stock is on ATH right now, but I've been buying anyway.

AG

I'm really not surprised here... Meta really asks for a dokup almost constantly.

TM

This is good news for the Met, and if they can use it well, the company could make a lot of money.

AG

I'm not worried about the company as a meta not taking advantage of such an opportunity :)

AA

The meta never ceases to surprise...New highs despite the market taking a hit. Even yesterday I think it ended in the green numbers despite the premarket sell off.

AG

They're really driving inconsistent bombs, you're right even yesterday they had green numbers :)

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