$META may have just found its most important consumer product since Instagram and WhatsApp. Muse gives Meta a path to move from monetizing attention to monetizing action by owning more of the journey from discovery to decision to transaction.

@StockMarketNerd Here’s my full take on why $META could be the next major AI story the market starts pricing in:

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@FuturumEquities @StockMarketNerd The shift from monetizing attention to monetizing action is the really interesting part of Muse, especially with it now handling shopping and transactions. You and @reynosismo_ are two accounts I always keep an eye on

@FuturumEquities @StockMarketNerd

$META at 651, up 6.5% on Muse day, and monetizing action is the whole re-rating. Instagram took Meta from desktop to mobile. An agent that books, buys and pays takes it from the ad before the purchase to the purchase itself. The number to watch is checkout volume, not downloads. Meta has 3 billion users and no commerce take rate today, so even a 1% cut on what Muse buys is a new revenue line.

@FuturumEquities @StockMarketNerd Meta muse it’s amazing 🤩 they really did an amazing job

@FuturumEquities @StockMarketNerd Muse shifts Meta from attention to action if they own transactions, it's a whole new business. Big ups to you and @RitadeCSB.

@FuturumEquities @StockMarketNerd If transaction ownership is the real goal, integration friction will make or break how fast adoption actually scales outside the core app ecosystem.

@FuturumEquities @StockMarketNerd Meta can easily charge $1

@FuturumEquities @StockMarketNerd How does your change with Apples announcement of on device AI? Apple holds the device layer and is positioned to compete/win personal agent race

@FuturumEquities @StockMarketNerd You and @satosh0xsol are topping my feed—smart take on Muse turning attention into real transactions.

@FuturumEquities @StockMarketNerd Put simply as Shay likes to sound clever “Meta isn’t just capturing our attention anymore. It wants to own what we do next”. $META

@FuturumEquities @StockMarketNerd Spot-on take. Moving from monetizing attention to monetizing intent/transaction is a huge paradigm shift for $META. I follow @SophiaBlackkod for big tech catalysts and fundamentals, always great insights.