Adios Claude, ChatGPT, @muse @gemini sub only now!

Buy the fear $MELI $NU

So Elon hates Neoclouds now? 😂

The more I use, it is getting addictive. Great work by the @muse team!

I am loving the @muse live voice conversation feature!

Semis are getting cheaper on a forward basis!

$META PT Raised to $950 from $750 at Mizuho Shares may struggle to work meaningfully into a potential equity raise in early 2027, with somewhat of a cost overhang, but we broadly believe long-term investors should feel considerably better on fundamentals and Muse monetization, which appears to be on pace to scale faster than previous product cycles.

Tigress Financial on $AVGO We initiate coverage of Broadcom with a Buy rating and a 12-month target price of $600, as its AI infrastructure leadership, custom silicon growth, and high-margin software platform drive a powerful multi-year growth opportunity. Broadcom's leadership in custom AI silicon, high-performance networking, and enterprise infrastructure software positions it to capture expanding global technology investment. Broadcom's explosive AI semiconductor growth, expanding hyperscaler partnerships, and exceptional profitability reinforce our bullish long-term outlook. Broadcom's expanding leadership in custom AI accelerators and multigenerational hyperscaler partnerships are creating exceptional opportunities for sustained revenue and Economic Profit acceleration. Custom AI accelerator leadership positions Broadcom as an essential technology partner to the world's largest AI Developers. Accelerating AI inference and agentic computing demand expands Broadcom's multiyear infrastructure growth opportunity. High-speed networking and optical connectivity position Broadcom to capitalize on the AI networking supercycle. VMware's expanding private AI cloud platform and high-margin recurring revenue are driving higher profitability and capital efficiency. Advanced packaging, optical innovation, and expanding manufacturing capacity strengthen Broadcom's ability to scale AI growth. Cybersecurity, enterprise automation, and mission-critical software deepen Broadcom's competitive advantages and enterprise market leadership. Broadcom's accelerating AI investments, expanding cash generation, and increasing shareholder returns reinforce significant long-term value creation potential.

The same guys who wanted good entries in Ai infra, are now panicking. The March/April SaaS is done like vibes rn. What are you bargain hunting?

$META cleanest consumer GenAI winner - Morgan Stanley META’s core runway is long, Muse is budding and Meta has a plan to scale it (and other call options) profitably with improving compute efficiency. $820 PT, stay OW, as META cleanest consumer GenAI winner.

$META Muse Agent & Enterprise Paths Taking Shape; Reiterate Overweight & Raising PT to $940 - JPM

$meta split with Class C non voting is a master stroke by Zuckerberg!

Clowns don’t read!

Meta CEO “More Than 10M People In U.S., Canada Have Set Up Muse Personal Agents In Just A Month And A Half; We Expect To Grow Muse To Serve Billions Of People; Sees Muse Al Potentially Generating Higher Revenue Per User Than Family Of Apps”

Meta CEO “We Are Also Working On New Smaller Models That Are Coming Out Soon And Will Deliver Muse Wonder Level Intelligence More Efficiently; Glasses Sales Continue To Grow Rapidly; Now With Muse, We Expect Paid Subscriptions Will Increase”

$META Q3 EPS $3.83, Estimates $3.57 Revenue $64.6B, Estimates 63.34B GUIDANCE: Q4 2026 revenue $73-76B, Estimates $73.57B

Did not notice, why is $SE back to $77?

$SPCX We are nearly doubling our forecasts through 2028 and maintain $800 PT - Raymond James

$META is expected to report Q3 revenue of $63.3 billion, with EPS of $6.85 excluding legal charges tied to a roughly $10 billion accrual

Jio IPO has insane demand, Elon is not happy 😂