Jim Kramer here to share with you a sample of my take on the market from today's

CMEC Investing Club morning meeting.

That's jumped in Meta.

You'd see the stock up more than 10% right now.

It's a big position and we've, look, I think the reason, there's a lot of misinformation

about meta.

What happened is this.

Mark Zuckerberg decided to focus on AI in order to get around

the Apple blockage so that to increase engagement. What had happened after Apple was you were checking

seven times. There were only two new posts. So that meant that it was a mistake to check. Therefore,

the advertisers weren't getting what they want. They've now done reels,

brought insular back, real good growth there, 21% increase in engagement. Why? AI to get around

Apple. So this is very serious. Do they need to cut Metaverse spending there? Of course,

but that's not the point. Accelerating revenue with headcount reductions equals explosion in earnings. Give it a 20

multiple. Still goes higher. Yep, that's very big. It's that year of efficiency meets accelerated

revenues, AI, doing so much of them, engagement, monetization. TikTok, look out, Reels just doubled, a couple billion in six months.

One of the more exciting things when we look at what Zuckerberg's doing, I am kind of stunned

at the ratio of advertising.

$3 in, $1 in, $3 out.

Nobody has that.

So look at all the rest of media.

That is a, no one has that data.

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