NASDAQ
META
218 stories
$1.6T Market cap · 2026-10-28
One of the better parts about Muse taking off like this for $META is that Watermelon can now be a total flop and no one will care. The bar has now been essentially removed. Who cares if $META can’t make a frontier coding model anymore if they win consumer? If Watermelon does exceed expectations, that’s pretty much just house money
All right $META Muse is cooking. I can hear all the $AMD, $INTC, and $ARM CPUs vrrrring in the background. Along with the memory + components (NICs, SSDs, DRAM) needed for all the browsers/VMs When I ask it to do a bunch of long form tasks… Intel CEO also said recently that CPU demand is so strong they can only support 50% of what customers need, so there’s some signals there. I’m also curious how much $AMZN or $NBIS is involved with running Muse, or if Meta hosts everything inhouse. Kinda an ADHD post but Meta beat my expectations with this release. Will keep trying it out
Meta’s Muse AI agent drove an 11% share surge, but OpenAI, Google and Apple could erode its early consumer lead.
@piques15 just say thank you for the $META alpha you chose to ignore at 9:35 ET this morning and go on your way. u wasting ur time here when u could be researching a trade for yourself.
Too early to know if Muse adoption fades or has staying power. But one thing is already obvious: distribution is an unfair advantage in mass market consumer products. $META
A 12% pick me up from $META to start the week is not a bad outcome given these challenging market times, and highlights the importance of taking a global whole market approach in identifying alpha opportunities in LLM land given fast moving industry dynamics. https://t.co/4UxfR7yyum https://t.co/3UPWQZWZgZ
@hurrahsilver i do and that has zero consequence on today’s $META trade
@gr8tixx all good initiated the monday scouting options trade friday afternoon when $META was down $16
i say this not to be a dick, but to shake up a behavior i see trap so many retail investors: spending endless hrs buried in market noise, whether it’s fighting over theoretical $TSLA robotaxi fleet sizes yrs out or macro nonsense, while missing one of the biggest and easiest-to-spot single-day trade opportunities in yrs. $META
@PetePete1832 @__thos not that it matters since i don’t sell anything, share ideas only out of kindness, and owe u nothing; but after dozens of research hrs this wknd i publicly shared my thoughts on $META within minutes of market open, which is also when i executed the bulk of my levered trade. https://t.co/IX2DBFn30s
hell of a monday. congrats if ur in the same boat. what a time to be in the agentic AI / CPU biz. $AMZN $INTC $AMD $META
i don’t do that. it’s cheesy, irrelevant, and i dgaf. but for you, how about this: donate $10k to my charitable foundation, which supports pediatric cancer, leukemia and autism causes and from which i take zero compensation or economic benefit, and i’ll post my $META trades from Friday and this morning, currently up roughly $1M.
Trimming a bunch of my $META. This move feels excessive and toppy. https://t.co/1Vbg7xWCg9
$META has gained about $212B in market cap today, currently up over 12% For perspective, META's market cap has increased by about 22x the market value of $SNAP. Wild moves
@piques15 so many ways to win. we all good. my conviction in $META arrived at 2:30pm ET Friday, grew through the weekend, and resulted in my 2nd most profitable single-day trade in 20 years.
@masayoshisson would u rather be right in your head or win the trade? $META
We’re 3+ years into the AI trade. If you spent less than 10 hours this weekend researching $META ‘s Muse launch traction and mapping the market beneficiaries so you could initiate trades overnight or at this morning’s open wtf are you even doing with your time as a trader?
how i find out Polymarket has 9x leveraged stock trading now. $META https://t.co/ITCS41Fo90
$META #socialarb https://t.co/0NrrcIczKj https://t.co/XV1iNrv3US
@InvestByRS Yes. Initiated a levered long $META position late Friday. Added substantial leverage at market open today.
$META Muse https://t.co/6kIAS8EU9B https://t.co/XV1iNrv3US
$META Muse is a textbook Social Arb setup as early traction is a genuine surprise. $META is the obvious beneficiary. The off-radar derivative: $AMZN. Meta already uses Amazon Bedrock at scale and has committed to tens of millions of AWS Graviton CPU cores for its agentic AI workloads.
If you like $META Muse and some weekend fun while the markets are closed, this Polymarket contract likely still offers one of the highest risk-adjusted returns for small players. https://t.co/P8Tj4jJ9dE https://t.co/Ae05yN2wiE https://t.co/avnfrmgMo5
I’m always fascinated by the huge value in large caps and how to frame it. Buffett in $AAPL, $KO, $WFC historically. Terry Smith $DPZ. Ackman $CMG, $CP. $GOOG like a year and a half ago. Mohnish Pabrai called out $META a few years ago and it multi bagged. This is a useful example $MSFT in 2006.
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