$Meta Platforms, Inc.(META)$ I'm building a large position from the low $600s down to the mid $500s for what I see as the biggest swing trade I've ever done. I think price gets there.
Meta plans to bring a version of its Muse AI agent to Windows, looking to ride the momentum of the personal agent that has jumped to the top of Apple's App Store, surpassing ChatGPT. Microsoft, meanwhile, is still working to cement its position as a key player in AI. The company has its own AI models, but they trail leading models from OpenAI and Anthropic and aren't at the forefront on performance, according to one benchmark. A recent survey also suggests developers are more likely to have used alternatives. This isn't the first time Microsoft has tried to use the AI boom to drive device sales. $Meta Platforms, Inc.(META)$
$Meta Platforms, Inc.(META)$ Still bullish above 637.43. The larger bullish sequence remains incomplete, with price working through the final stages of the advance from the August low.
Everyone seems focused on $Meta Platforms, Inc.(META)$ , but I've also been looking into RYET. What stands out to me is the FY2026 full-year revenue of $7.48M. Different scale, but the shift toward real revenue is the part that matters.
$Micron Technology(MU)$ Invest in who's making the money, not who's spending it. $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ META. Micron already makes way more profit than any of them, and the memory crisis is still in the early stages. They also trade at a massive discount to the others, and they have much higher growth. Be smart about where you put your money.
$Meta Platforms, Inc.(META)$ I don't care about Claude or whatever AI is supposed to be better. MUSE is already in the apps and works well with multiple social apps I use. It's just so easy. I prefer easy over a 0.1% better AI in a separate app. They're all the same.