MG MGLU3.SA Magazine Luiza S.A. Загрузка... : Бычьи и медвежьи мнения аналитиков

Fred says Magalu's e-commerce AI agent will consume 5 trillion tokens this year. Magalu uses expensive paid American models where necessary and Chinese open-source models for more basic responses; the Chinese models are nearly as good and cost practically nothing or a fraction of American models. He states that if Magalu used only American models for those 5 trillion tokens, the Magalu business model would not stand, making cheap Chinese open-source AI a critical cost and viability edge.

Fred Trajano asserts that despite the stock's decline caused by high interest rates and market cyclicality, he maintains strong long-term conviction in Magalu. He points to the company's digital transformation, diversification into financial services and marketplace, and the new AI-driven conversational commerce channel (WhatsApp da Lu) which is already generating significant sales with high conversion rates. He believes that focusing on fundamentals and innovation will eventually be reflected in the stock price.