Analysis of Metis's Price Target Increase and AI Sector Skepticism

Discussing Metis's increased price target by Raymond James to $600 and the incorporation of Instagram and WhatsApp. Delving into the AI sector's future and skepticism towards price target increases, emphasizing the importance of profitability in mega-cap companies. Exploring reasons behind the chip trade pullback, the shift towards software, and the significance of the semiconductor industry in market performance.