koolgal
10-13
🌟To bet on Meta's Muse Breakthrough or Lock in the Gains?

A: Ride the Muse Wave

With clear monetisation path through subscriptions & fees, $Meta Platforms, Inc.(META)$ has finally been able to translate Muse's huge Capex into revenue.  This is where the next leg up for Meta is.

B: Lock in the cash.

The alternative view is to lock in the cash because Meta is guiding a huge USD 135 billion to USD 145 billion in Capex just for 2026 to build these AI data centers.

Top eCommerce companies like Amazon are already blocking Meta Muse from interacting with their platforms. 

If you have enjoyed Meta's huge run, taking some money off the table before market volatility catch up isn't fear.  It is smart risk management.

My Take:  If you hold Meta, keep riding the wave but keep a close eye on upcoming earnings to verify that user growth translates to real transaction fees.  Muse is a new market place & Meta has the first mover advantage.

@TigerStars @Tiger_comments @老板让我来发币

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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