$META Canaccord raises PT to $950 citing Muse, glasses, AI subscriptions. While it’s always great to see proof, @finkd has been explaining this business plan quarter after quarter… Building out your own individual thought process and perspective is extremely important… waiting for “proof” often means missing out on the initial re-rate. Read, listen, analyze and establish a thesis. Know what you own and why. Don’t wait for Wall Street to tell you - you give away your edge when you do.

$META The Muse Moment is crazy

“Meta can theoretically get good enough that it knows what I want to Google, before I go to Google” That’s certainly one scary way to put it $META

JPMorgan ranks $META Muse #1 on Assistant Benchmark at 9.3 with perfect scores in purchasing, email, routines and connected apps. Those are exactly the tasks that turn an assistant into an agent and Muse responds in ~7 seconds versus ~38 seconds for peers. The scores cluster exactly where money changes hands which is why I still think subs are the easy monetization layer while commerce through $SHOP, $PYPL, $WMT, $CART and Stripe is the much bigger opportunity.

Mark Zuckerberg in 3Q'25 call of $META "The one opportunity that we usually talk about on these calls but hasn't come up as much here is just the ability to make it so that advertisers are increasingly just going to be able to give us a business objective and give us a credit card or bank account and have the AI system basically figure out everything else that's necessary, including generating video or different types of creative that might resonate with different people that are personalized in different ways, finding who the right customers are. All of the capabilities that we're building, I think, go towards improving all of these different things. I'm quite optimistic about that." I am sharing this to report that they have done it! Muse is running ads for me (I have never run any ad ever before this) and all I had to do was give Muse my credit card!

Can’t wait for Nuro x Lucid x Uber to go live

@ManuInvests has incredible insights, and I hope you guys are as hyped for our next talk as I am

Brad Gerstner: "They are executing in founder mode. They have swagger... they answered with a double exclamation point that they are going to earn a return on the $100 billion investment." $META

$META It’s happening… From my May write up 👇🏻

$META Muse is making all the right moves… taking first mover advantage and running with it hard. 730,000 downloads over the five days following its release… Over 2.5 million downloads since its launch… #1 in the App Store… Partnering with all the big players… …and it’s not only available in North America 🤯 Muse is for the masses.

Me gustó esta explicación sobre $UBER y la tesis bajista de los AV. Podéis leerlo estos días 👇

You know you have matured as an investor when you’re willing to average up with high conviction and fuck up your portfolio avg cost basis screenshots.

Great piece on $UBER

$UBER AVs coming soon

$META Amazing execution on glasses. Like I’ve said many times before… Meta glasses got me like 👇🏻 Oh yeah… glasses are a product of RLabs btw

$META is really winning AI. I have had faith in the plan and execution but big picture… after all the “hardware” teases by openAI etc..: It’s pretty hilarious that $META is actually the leader the market never expected.