Look at Meta’s MUSE, then Tencent’s WorkBuddy—maybe a whole new round of Agent stock hype is about to begin. The market is still debating whether all the money spent on AI can actually be recouped, and now there’s something new to look forward to.
No matter whether it ultimately makes it out, refuting it takes time. Saying users are just trying it out and will be done with it in a few days; saying the costs are too high and the business model doesn’t hold—those could all be true, but we still need to wait for the product to run for a while and for data to come in before we can judge. In that process, the market can absolutely rise for a round first; it doesn’t wait until all questions have answers before it starts. Recently, expectations around macro headwinds being largely played out have already been coming through.
Add in the anticipated listing of Company A, and this round is definitely something to trade. Whether it can be fulfilled in the long term—let’s see as we go. From how the market looks right now, it’ll likely run a first leg to squeeze the shorts, and then we’ll talk further.
Enjoy the wine you have today 😅
Quote: https://x.com/i/web/status/2102044026249629900
No matter whether it ultimately makes it out, refuting it takes time. Saying users are just trying it out and will be done with it in a few days; saying the costs are too high and the business model doesn’t hold—those could all be true, but we still need to wait for the product to run for a while and for data to come in before we can judge. In that process, the market can absolutely rise for a round first; it doesn’t wait until all questions have answers before it starts. Recently, expectations around macro headwinds being largely played out have already been coming through.
Add in the anticipated listing of Company A, and this round is definitely something to trade. Whether it can be fulfilled in the long term—let’s see as we go. From how the market looks right now, it’ll likely run a first leg to squeeze the shorts, and then we’ll talk further.
Enjoy the wine you have today 😅
Quote: https://x.com/i/web/status/2102044026249629900