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A live look at what's happened since Muse's release...

Agentic commerce is a bloodbath for the middlemen Everyone's hyped about AI that buys stuff for you. But think about what gets skipped. No Google ad gets clicked. No Pinterest board gets scrolled. Nobody opens Booking com. The agent just buys the thing. YTD: The Trade Desk -66% Chewy -44% Pinterest -31% Booking -23%

Everyone's staring at Meta's $140B capex bill. Look at the cash engine underneath. Q2 free cash flow collapsed 91% to $784M. But that same quarter revenue grew 28% to $60.8B. The business isn't broken, the cash is just being reinvested. Off trough FCF/share of $16.08, at 30% growth on a 40x multiple: 2027: $944/share 2028: $1,190/share 2029: $1,500/share $META

Amazon Ads in 2027, according to Wall Street: Revenue: $90B Operating profit: $63B One vertical could generate 44% of Amazon’s total operating profit. $AMZN

Meta is roughly 11.5% of Bill Ackman's portfolio. He forecasts: 22% annual EPS growth through 2029. Apply the average P/E ratio: That's $1,260/share. $META

Dev Kantesaria's framework: Over time, price follows free cash flow per share. If AppLovin keeps compounding FCF/share, today's price could be a ~50% discount to intrinsic value. $APP

Broadcom is a cash flow machine. Wall Street estimates FCF/share to compound well over 50% annually. Assign the current multiple: 2027: $536/share 2028: $804/share 2029: $1,240/share $AVGO

Bill Ackman estimates Netflix can compound EPS by 19% annually. He's not alone. These are the projections from top firms: 1. Pershing Square: 19% CAGR 2. JPMorgan: 24% CAGR 3. Evercore: 20% CAGR 4. Jefferies: 20% CAGR Assign a 25x multiple, and it returns 22% per year. $NFLX

Jensen on 2027: “Yes – we could grow +70% YoY, and we are confident” That would put NVIDIA at $700B ARR. $NVDA

Lisa Su is targeting a 60% CAGR. At that pace, AMD's data center business reaches roughly $110B in three years. $AMD

Super-Investors are buying Vistra Corp. Wall Street projects... - Earnings: 35.7% CAGR - P/E Ratio: 30x If they execute, you're looking at a +42% return a year from today's price. $VST

Alibaba is expected to compound earnings per share by 45% annually over the next 3 years. $BABA

Google Cloud: 100% increase in new customers... “We have seen more than 2x growth YoY in new customer acquisitions, and also 2x growth QoQ and YoY in deals over $100 million.” – Thomas Kurian, CEO, Google Cloud $GOOGL $GOOG