The next name on my list is $META , and the main reason is Muse.
Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser.
It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app.
Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful.
This is the clearest look yet at what Meta's massive AI spending is producing.
Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending,
$META
trades at roughly 20x forward earnings.
The opportunity in my eyes is huge.
Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction.
Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it.
I really believe that with their distribution, they can be one of the biggest AI application layer winners.
That is why $META is my second great R/R pick.
Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser.
It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app.
Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful.
This is the clearest look yet at what Meta's massive AI spending is producing.
Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending,
$META
trades at roughly 20x forward earnings.
The opportunity in my eyes is huge.
Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction.
Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it.
I really believe that with their distribution, they can be one of the biggest AI application layer winners.
That is why $META is my second great R/R pick.