@lefttailguy · Long META

Lack of creativity on full display by the sell-siders. Meta doesn't even need to monetize the Muse surface directly. The kind of customer intent (and merchant capability) signals they can enumerate from it will be like rocketfuel for their recommendation and ad targeting algos

Shay Boloor@StockSavvyShay

Deutsche sees Muse reaching ~8% of $META revenue by 2030 with agent commerce fees driving ~75% of upside case. What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe

Read asLong META

Since the call+417#567 → #150

#150 of 214 rankedThe analyst's rank today

High · 0.98Confidence

Sun, Oct 4Tweeted

Mon, Oct 5 closeCounted from

not in the basket todayBasket

Rank per close

#567

Oct 5

#485

Oct 6

#404

Oct 7

#211

Oct 8

#62

Oct 11

#66

Oct 12

#69

Oct 13

#134

Oct 14

#150

Oct 15