To The Moon

My answer to this is that Zuckerberg (Meta - Muse Wonder) is pursuing an ecosystem-led approach to AI, while Altman (OpenAI) is building an AI-first platform for work. Both are moving toward the same destination: AI agents that do useful work (with Muse Wonder), not merely generate answers (with OpenAI). 

🔎 Beginner’s Guide to Search Advertising — Part 1 How Meta, Google, Ray-Ban Smart Glasses, WhatsApp and AI Could Shape the Future of Digital Advertising The big idea: When I invest in technology companies, I don’t just look at how many phones they sell, how many people use their apps, or how impressive their AI models are. I also want to understand how these companies turn attention into advertising revenue. Think about it. A person searches for a new pair of running shoes on Google, watches a product video on Facebook, messages a shop on WhatsApp, and asks an AI assistant which shoes offer the best value. These activities could all create opportunities for businesses to advertise, attract customers and make sales. That is why I find digital advertising an important business model for begi

$Meta Platforms, Inc.(META)$ gained 3.38% to $742.96 on Monday after unveiling its new Muse Wonder AI models. The launch signals a renewed push to compete with OpenAI and Anthropic, but the more interesting story is Meta’s strategy for making money from AI. Zuckerberg isn’t just chasing smarter AI. He wants AI that gets things done. 🧠 1. From answering questions to completing tasks Meta launched two models: Muse Wonder and Muse Wonder Full. Their focus is on AI agents that can handle complex, multi-step tasks rather than simply generate responses. Meta highlights two capabilities: 🔹 Active Memory: Retains relevant information across conversations. 🔹 Active Focus: Works through obstacles, tries alternative approaches and continues towards a go

$Meta Platforms, Inc.(META)$  is back in the spotlight after launching two new AI models, Muse Wonder and Muse Wonder Full. Shares rose more than 3% following the announcement as investors gained fresh evidence that Meta’s huge AI investment may be starting to deliver results.  🧠 What’s different this time? Meta says its new models can compete with leading offerings from OpenAI and Anthropic. The standout features are: 🔹 Active Memory — remembers important details across conversations, reducing the need for users to repeat themselves. 🔹 Active Focus — works through complex tasks, tries alternative approaches and recovers from errors. 🔹 Real-world applications — from coding and analysing documents to handling more complicated professional tas

Meta Muse Takes a Cut — Who Gets Squeezed? $Meta Platforms, Inc.(META)$   Meta is quietly testing a very different AI business model: take a small fee when Muse completes a transaction for you. That changes the competitive map. At Meta Connect, Zuckerberg said Meta expects Muse to generate revenue from transaction fees, rather than relying only on subscriptions or advertising. Muse is already being connected to services such as Expedia and Instacart, allowing the AI agent to handle tasks like travel booking and grocery shopping. (Trending Topics) The interesting question is: who loses control when AI becomes the checkout layer? 1. Alphabet: potential pressure on the search front door Google’s traditional advantage is being the start

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$META 20260925 805.0 CALL$ expired worthless 😊🤙 

The interesting part of Muse isn’t the chatbot. It’s the checkout. $Meta Platforms, Inc.(META)$  says Muse can increasingly act on a user’s behalf — finding products, making bookings and completing transactions. The company plans to take a small fee from transactions, creating a completely different monetisation model from traditional advertising.  And that creates a new fight over the customer relationship. 🛒 Retail: Shopify has opened its merchants to Muse through Shop Pay, while Instacart is bringing its grocery infrastructure into the experience.  ✈️ Travel: Expedia is coming to Muse, meaning travel could become another area where the agent sits between the customer and the booking platform.  🚫

Meta’s Muse has gone from a new AI product to one of the biggest stories in tech surprisingly quickly. The app reached No. 1 on the U.S. Apple App Store and Google Play, and Sensor Tower estimated more than 3.4 million downloads by Thursday. Meta shares have also surged as investors reassess what Muse could become.  But downloads aren’t the real story. Monetisation is. Muse isn’t just another chatbot. It can perform tasks on a user’s behalf — from shopping and travel bookings to emails and other actions across connected apps. That moves AI from answering questions to potentially taking over parts of the transaction itself.  And that’s where things get interesting for investors. If Muse becomes a place where people discover products, book travel, compare prices and complete purchases, Met

I think Muse’s per-transaction cut mainly hits the shopping site entry point. Not just payment — it touches the moment someone decides what to buy and where. That’s where Amazon and other retail giants are strongest. If Muse becomes the first screen for shopping, it starts eating into their product discovery and ad money. Payment is affected too, but Meta is partnering with Stripe, PayPal and others, so that entry point is less directly threatened. For small businesses, I actually see potential. They can’t outbid big companies on ads. If an AI agent recommends based on product fit instead of ad spend, that could help them. But it’s still too early. The main issue is trust. I personally don’t trust Meta. I won’t give it all my info. If users don’t trust the agent, none of this works. Also,

I definitely caught the rally, although I am still staying disciplined rather than chasing the momentum. The position I am sharing is $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , which is currently sitting at over 60% gain for me. I have been building my SOXL position gradually through pullbacks, especially when it approaches the EMA200 trendline support and starts to rebound. The recent strength in semiconductor stocks has definitely helped, but I still expect plenty of volatility because SOXL is a 3x leveraged ETF. For me, this rally is a good reminder that patience and consistency matter. I would rather keep adding during meaningful pullbacks than

Key Details of Muse's Business Model:Merchant-Side Fee: The transaction cut functions like a commerce tax or affiliate commission paid by partner brands.Integrated Partners: Meta has already lined up major integrations for this model. Muse routes transactions through payment systems like PayPal and Shopify's Shop Pay, alongside retail/travel partners like Walmart, Best Buy, Sephora, and Expedia.Free Tier for Users: Because Meta plans to profit from these transaction take-rates, they are keeping a massive free tier open for everyday users (providing up to 100 million tokens per week) to encourage adoption and shopping habits. Heavy users can also upgrade to $20/month or $100/month subscription tiers to buy more compute power.

🌟🌟🌟A quiet panic is taking over the boardrooms of Silicon Valley - $Meta Platforms, Inc.(META)$  Muse.  While the main stream market was distracted by changing macroeconomic data, Mark Zuckerberg, CEO of Meta dropped a Trojan horse into the digital economy.  Muse isn't just an app or a flashy assistant.  Muse is a transaction devouring Autonomous AI Agent Layer that sits right in front of the consumer's eyes. By taking a direct commission on ecosystem transactions, Meta isn't looking to build software.  It aims to become the single, inescapable gateway to the entire internet. This represents a profound shift from a destination based internet to an entry point economy.  Muse can be a dire

$Alphabet(GOOG)$ is the share that I have holding on for so long and still never let go. $Alphabet(GOOG)$

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Meta has spent years turning attention into advertising revenue. Now it may be testing something different: Getting paid when AI actually completes the transaction. That’s what makes the Muse story interesting to me. Imagine asking an AI: “Find me the cheapest flight next weekend.” Instead of sending you ten links and leaving you to do the work, Muse could search, compare and eventually book it for you. If Meta takes a fee when that transaction happens, the business model starts looking very different. And the opportunity could extend well beyond travel. 🛒 Shopping ✈️ Travel 🍔 Food delivery 💳 Payments 🎟️ Tickets The interesting part for $META is that it already has something many AI competitors don’t have at the same scale: billions of people already using its apps. The challenge is gettin

Alphabet feels it first to me. Expedia may actually benefit if Muse becomes another distribution channel bringing it bookings. Amazon has more protection because it owns the marketplace, checkout relationship and customer data, and it has already shown that it is willing to block Muse from shopping on its platform. Alphabet is more exposed at the starting point of the journey. If users increasingly tell Muse “find me a hotel and book it” or “find this product and buy it”, fewer commercial journeys may begin with a Google search, followed by sponsored links and comparison shopping. That does not mean Google's business is immediately threatened. Muse still needs partners, merchants and payment infrastructure to complete transactions. But the bigger question is whether the AI agent becomes th

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Mark Zuckerberg's announcement at Meta Connect regarding their personal AI agent, Muse, marks a massive shift in how big tech plans to monetize AI. Instead of relying on traditional subscription fees or just standard advertising, Meta is implementing a transaction-fee model. They will take a small cut from merchants whenever Muse completes a purchase or booking on behalf of a user. JPMorgan recently raised META's price target to $920, seeing this as a viable avenue to diversify away from pure ad revenue. Long-term investors should watch how fast e-commerce platforms adopt or block Muse integrations. The Merchant Margin Touchpoint: By charging the transaction fee directly to merchants rather than users, Meta is positioning Muse as an "agentic commerce" platform. This directly touches the te

Expedia, Booking, and Airbnb all tumbled together, beaten down by Muse. $Expedia(EXPE)$   $Booking Holdings(BKNG)$   $Airbnb, Inc.(ABNB)$   $Meta Platforms, Inc.(META)$   Muse is a personal AI assistant that actually gets things done. You can tell it, "Book my flights and hotel for Tokyo next month," and it will browse the web, compare prices, fill out forms, and place the order all on its own. How do these three companies make their money? By getting you to open their app or website, search, compare, and complete your booking, so they can take a cut of the commission. What the mar

🔎 Beginner’s Guide to Search Advertising — Part 1 How Meta, Google, Ray-Ban Smart Glasses, WhatsApp and AI Could Shape the Future of Digital Advertising The big idea: When I invest in technology companies, I don’t just look at how many phones they sell, how many people use their apps, or how impressive their AI models are. I also want to understand how these companies turn attention into advertising revenue. Think about it. A person searches for a new pair of running shoes on Google, watches a product video on Facebook, messages a shop on WhatsApp, and asks an AI assistant which shoes offer the best value. These activities could all create opportunities for businesses to advertise, attract customers and make sales. That is why I find digital advertising an important business model for begi

$Meta Platforms, Inc.(META)$ gained 3.38% to $742.96 on Monday after unveiling its new Muse Wonder AI models. The launch signals a renewed push to compete with OpenAI and Anthropic, but the more interesting story is Meta’s strategy for making money from AI. Zuckerberg isn’t just chasing smarter AI. He wants AI that gets things done. 🧠 1. From answering questions to completing tasks Meta launched two models: Muse Wonder and Muse Wonder Full. Their focus is on AI agents that can handle complex, multi-step tasks rather than simply generate responses. Meta highlights two capabilities: 🔹 Active Memory: Retains relevant information across conversations. 🔹 Active Focus: Works through obstacles, tries alternative approaches and continues towards a go

My answer to this is that Zuckerberg (Meta - Muse Wonder) is pursuing an ecosystem-led approach to AI, while Altman (OpenAI) is building an AI-first platform for work. Both are moving toward the same destination: AI agents that do useful work (with Muse Wonder), not merely generate answers (with OpenAI). 

$Meta Platforms, Inc.(META)$  is back in the spotlight after launching two new AI models, Muse Wonder and Muse Wonder Full. Shares rose more than 3% following the announcement as investors gained fresh evidence that Meta’s huge AI investment may be starting to deliver results.  🧠 What’s different this time? Meta says its new models can compete with leading offerings from OpenAI and Anthropic. The standout features are: 🔹 Active Memory — remembers important details across conversations, reducing the need for users to repeat themselves. 🔹 Active Focus — works through complex tasks, tries alternative approaches and recovers from errors. 🔹 Real-world applications — from coding and analysing documents to handling more complicated professional tas

English version： Last week, we put on a very small straddle position in QQQ: we simultaneously bought a September 25 call and put, both with a strike price of 704. The two legs cost $9.73 and $8.93, respectively. A few trading days later, the call has risen to $37.74, generating an unrealized gain of $2,800, while the put has fallen to just $0.26, producing a loss of $867. Netting the two together, this lightly sized position has already doubled. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2609(NQmain)$ $微型NQ100指数主连 2609(MNQmain)$

🌟🌟🌟A quiet panic is taking over the boardrooms of Silicon Valley - $Meta Platforms, Inc.(META)$  Muse.  While the main stream market was distracted by changing macroeconomic data, Mark Zuckerberg, CEO of Meta dropped a Trojan horse into the digital economy.  Muse isn't just an app or a flashy assistant.  Muse is a transaction devouring Autonomous AI Agent Layer that sits right in front of the consumer's eyes. By taking a direct commission on ecosystem transactions, Meta isn't looking to build software.  It aims to become the single, inescapable gateway to the entire internet. This represents a profound shift from a destination based internet to an entry point economy.  Muse can be a dire

On September 21, 2026, $Meta Platforms, Inc.(META)$ Meta Platforms Inc. recorded a dramatic single-day gain of 11.43% (reaching $741.25), adding approximately $192 billion to its market capitalization. In this article, we are looking to uncover the anatomy of the surge: unpacking the September 21 trigger, look at the short-term spark vs. long-term narrative sustainability and AI volatility and how investors should position their portfolios. 1. Anatomy of the Surge: Unpacking the September 21 Trigger The $192 billion market cap gain experienced by Meta Platforms on September 21, 2026, represents one of the largest single-day wealth creation events in financial history. While high-beta technology equities occasionally experience sharp upward reprici

Muse takes a cut per transaction. Whose front door does it touch? My ranking, and how I'm trading the fallout with sell puts Written Thursday, 24 Sept (SGT), using Wednesday's US close. What Meta actually announced Meta Connect opened on Wednesday with $1,299 VR glasses, camera-free smart glasses, and the first real answer to the question everyone has been asking about Muse: how does it make money? The answer is a toll. Meta says Muse will be free for a large number of tokens, and over time it expects to profit by taking a small fee on transactions. It hasn't said how big the fee is. There's also a subscription layer, with monthly plans from $20 to $100 above a free option. The plumbing is already in place: Payments and checkout: Stripe handles the payment rails, Shop Pay covers Shopify's

The indices: three directions the day before, one direction now All three indices closed lower on Wednesday: the $NASDAQ(.IXIC)$ Composite fell 1.13 per cent to 26,936.04, down 308.24 points on the day, giving back the record it had set in the previous session; the $S&P 500(.SPX)$ fell 0.75 per cent to 7,706.03, down 58.61 points; and the $Dow Jones(.DJI)$ fell 0.68 per cent to 51,511.59, down 352.10 points. The previous session had the three running separately — the Nasdaq closing at a record, the Dow lower, the S&P 500 finishing flat to within 0.06 points. A day later they were back on the same heading, a

Why did Meta slip the day before Connect? A +11% day, stretched technicals, and how I'd approach it with sell puts Written Wednesday morning SGT, using Tuesday's US close. First, a bit of perspective "Meta fell" sounds dramatic, but look at the size of the move. On Tuesday, Meta (META) shares slipped slightly after popping 11% on Monday as the company's Muse AI agent app reached the top spot on the App Store. That was not a selloff. After a day like Monday, it was a pause. Monday was big. Meta stock closed up 11.34% Monday, reaching its highest level since January as investors cheered early traction for Muse. Meta gained more than $200 billion in market value intraday. The stock is also up about 28% in September. So the real question isn't why Meta fell. It's why a stock that had just adde

The indices: three of them, three directions On Tuesday the $NASDAQ(.IXIC)$ Composite closed 0.45 per cent higher at 27,244.28, up 122.18 points on the day and a second straight close at a record; the $Dow Jones(.DJI)$ closed 0.36 per cent lower at 51,863.69, down 185.14 points, with $Cisco(CSCO)$, $JPMorgan Chase(JPM)$ and American Express leading the fallers at 4.50 per cent, 3.35 per cent and 2.62 per cent lower respectively; and the S&P 500 finished at 7,764.64, just 0.06 points below the 7,764.70 it closed at the previous session. That list of Dow f

AI may be moving from “answering questions” to actually doing work — and that could make CPUs important again. The latest AI trade is no longer just about GPUs. Meta’s new AI agent, Muse, has pushed investors to rethink what the next phase of AI infrastructure may actually require. Why?Because an AI agent does much more than generate an answer. It may need to:open a browser,search the web,fill out forms,call APIs,run tools,manage files,and keep working in the background for minutes or even hours. That changes the compute equation. For a chatbot, the workflow is relatively simple: Prompt → GPU inference → Response For an AI agent, it looks more like: Think → Browse → Execute → Check → Think Again → Continue GPUs still handle the heavy model inference. But many of the surrounding workloads —

The $NASDAQ(.IXIC)$ Composite closed 2.3 per cent higher on Monday at a record, its first since June; the $S&P 500(.SPX)$ closed 1.49 per cent higher at 7,764.70, which leaves it 0.4 per cent short of its own record; the $Dow Jones(.DJI)$ closed 0.7 per cent higher. What brought risk appetite back was falling oil prices and lower Treasury yields, and no company put out an announcement that day big enough to move the whole market. The $Philadelphia Semiconductor Index(SOX)$ rose 4.3 per cent, a fifth straight session of gains. The distance that opened up

Expedia, Booking, and Airbnb all tumbled together, beaten down by Muse. $Expedia(EXPE)$   $Booking Holdings(BKNG)$   $Airbnb, Inc.(ABNB)$   $Meta Platforms, Inc.(META)$   Muse is a personal AI assistant that actually gets things done. You can tell it, "Book my flights and hotel for Tokyo next month," and it will browse the web, compare prices, fill out forms, and place the order all on its own. How do these three companies make their money? By getting you to open their app or website, search, compare, and complete your booking, so they can take a cut of the commission. What the mar

Meta Muse Takes a Cut — Who Gets Squeezed? $Meta Platforms, Inc.(META)$   Meta is quietly testing a very different AI business model: take a small fee when Muse completes a transaction for you. That changes the competitive map. At Meta Connect, Zuckerberg said Meta expects Muse to generate revenue from transaction fees, rather than relying only on subscriptions or advertising. Muse is already being connected to services such as Expedia and Instacart, allowing the AI agent to handle tasks like travel booking and grocery shopping. (Trending Topics) The interesting question is: who loses control when AI becomes the checkout layer? 1. Alphabet: potential pressure on the search front door Google’s traditional advantage is being the start

 META +11.43% — Monday Wasn’t Just an AI Hype Spike META’s Monday move deserves a closer look. The stock closed at $741.25, up 11.43%, after opening around $680.30 and pushing all the way to $753.00 intraday. More importantly, volume exploded more than its recent average. The price pattern is what makes this interesting: META didn’t simply gap up and fade. It started near the lows, broke aggressively higher, reached $753, and still closed at $741.25 — only around 1.6% below the intraday high. That suggests substantial buying pressure remained into the close. And the catalyst is Muse. The AI assistant becoming the No.1 free app on the US App Store gives investors something they haven’t had before: a visible consumer-adoption signal for Meta’s AI strategy. Monday added approximately $19

US stocks surged today as a wave of positive news hit simultaneously, causing several major risk concerns that had previously weighed on the market to subside: 1) Signs of de-escalation in the Middle East. Supply concerns regarding the Strait of Hormuz eased and signs of shipping recovery emerged; the market began pricing in a reduction of the Middle East risk premium. 2) A window for renewed US-Iran negotiations. Trump expressed willingness to meet the Iranian president during the UN General Assembly; the market began betting on a diplomatic path reopening, significantly cooling expectations of further escalation in the Middle East crisis. 3) A sharp drop in oil prices. Brent crude briefly fell below $100 intraday, while WTI dropped to around $96. Lower oil prices offered a temporary repr

Meta’s Muse has gone from a new AI product to one of the biggest stories in tech surprisingly quickly. The app reached No. 1 on the U.S. Apple App Store and Google Play, and Sensor Tower estimated more than 3.4 million downloads by Thursday. Meta shares have also surged as investors reassess what Muse could become.  But downloads aren’t the real story. Monetisation is. Muse isn’t just another chatbot. It can perform tasks on a user’s behalf — from shopping and travel bookings to emails and other actions across connected apps. That moves AI from answering questions to potentially taking over parts of the transaction itself.  And that’s where things get interesting for investors. If Muse becomes a place where people discover products, book travel, compare prices and complete purchases, Met

$Meta Platforms, Inc.(META)$  slipped 0.63% to $736.60 on Tuesday after jumping 11.43% the previous session. At first glance, that looks like simple profit-taking ahead of Meta Connect. But there’s a more interesting story underneath. Muse is becoming the centre of the conversation — yet some of the biggest stock moves are happening in the companies connecting to it. Muse has reportedly climbed to the top of the U.S. mobile download charts, while Shopify jumped more than 7% after integrating its Shop Pay checkout with Muse. Shopify had gained almost 15% across the two sessions.  That creates an interesting investment question: 🧩 Is Muse an app — or a platform? If consumers start using Muse to search, shop, book and complete tasks, the v

🔥 The AI Shopping Battle Isn’t About Search Anymore Meta’s Muse announcement got me thinking about something bigger than another AI feature. What happens when we stop searching and shopping ourselves? Today, if I want a flight, I might Google it, compare a few sites, check Expedia and then book. If I want groceries, I open an app, build a cart and hit checkout. But an AI agent could eventually do most of that for me. I could simply say: “Find me the cheapest flight that gets me there before 6pm.” Muse does the searching, compares the options and potentially completes the transaction. That changes the game. The interesting part isn’t just Meta potentially taking a transaction fee. It’s who owns the customer relationship. If the AI agent becomes the layer between me and the retailer, the ret