The year is 2030. $META is the biggest company in the world. Muse is the most used consumer agent. Their models are on par with best-in-class (if not better) & they’re also cheaper. Their smartglasses are selling out left & right as the company leans into its fortress ecosystem. Suddenly, the company with the best agents also has the best consumer hardware. Blue text bubbles suddenly feel meaningless. Their core apps business is still somehow steadily growing daily users. Several other products we can’t even fathom debuted, scaled & effectively monetized. Margins explode higher as fixed cost leverage kicks into high gear, top-line compounding continues, CapEx growth turns negative & AI hardware pricing power greatly fades. Alexandr Wang is posting funny things in X (still not Threads). Zuck is having a barbecue. Life is good.

Well Muse is killing it for $META. Outpacing US/Canada iOS ChatGPT downloads by almost 40% over the first 12 days (per Appfigures). But even more encouraging? Consumers are building habit a lot faster. Nearly 450K U.S. daily actives in 10 days compared to ChatGPT needing 7 weeks to get there (per Sensor Tower). I get it... Meta has the massive brand & distribution that ChatGPT didn't enjoy. But it's not like they piggybacked on Instagram sign-ups the way they did with Threads. And ChatGPT was arguably the most successful consumer launch ever. So... this is still impressive & highly encouraging. And if you're one of those early daily actives (like I am), it makes perfect sense.

Some of our best recent hires have been found here on X. So I’m going back to the well here. We are hiring Tech Analysts at Futurum. Looking for AI-pilled, tech-obsessed, data-loving, social media crazed analysts across Semiconductors, Infrastructure, Cyber, Developer/DevOps, and broadly across the AI sphere. Analysts that join us will be part of a team that works closely with the largest technology vendors, financial services firms, and enterprise users in the world. The work will include (but not limited to) -Product Research -Market Modeling -Testing and Validation -Evaluations and Assessments -Attending Vendor Events -Public speaking (TV, Podcasts, Radio) -Sharing your views on X -Lots of other fun stuff We are fast growing firm that is building technology, modeling important markets, providing market education, and we are always innovating across our businesses that include @TheFuturumGroup, @FuturumEquities, @ETRnews, @TechFieldDay, @TechstrongTV, @VisibleImpactUS, @TheSixFiveMedia, and @Signal_65 Experience from various backgrounds will be considered. Entrepreneurial, highly motivated, intellectually curious, and overly opinionated (with work to back it up) will receive highest consideration. Reply below or email website@futurumgroup.com and feel free to pass along or share with your AI-pilled super smart friends that may be perfect for this gig.

$META Muse is partnering with $EXPE so users can plan and book trips directly through their personal AI agent. That gives Muse another real-world action layer where the agent can move towards actually handling travel.

"Buying SoFi right now is like buying AMD or NVIDIA at the depths of their last bad part of a cycle." -@StockMarketNerd Brad says $SOFI sentiment is overblown to the downside and most of the bad news is priced in. Now he steps in. With @StockSavvyShay and @futurenvesting.

$SOFI & $MA stablecoin partnership taking another step towards commercial scaling. “With SoFi, we're moving beyond exploration to implementation, bringing regulated stablecoin settlement into a live production environment while preserving the trust, scale and safeguards expected from Mastercard.” — Mastercard head of Digitalization Should be a good piece of value to add to their Big Business Banking offering alongside a single regulated banking platform for fiat and crypto. Hopefully this will improve enterprise and tech solution adoption like they expect.

$SOFI episode is live. We dig through the competitive positioning, why this stock has been punished, and why I remain optimistic. Data-driven, evidence-based, non-sensationalistic, balanced and (I think) well-reasoned. Those are the coverage goals here. Check it out below!

The next leg for $SOFI is proving earnings can grow faster than the balance sheet as LPB and fee businesses let it monetize more volume without holding every dollar of credit itself. The charter built the deposits and funding base but this is what can turn SoFi into a broader financial platform.

$SOFI episode is live. We dig through the competitive positioning, why this stock has been punished, and why I remain optimistic. Data-driven, evidence-based, non-sensationalistic, balanced and (I think) well-reasoned. Those are the coverage goals here. Check it out below!

The $NBIS, $CRWV and $IREN debate comes down to three very different competitive advantages: • Nebius is most interesting higher up the stack where software around training, inference and agents could increase value of every megawatt it deploys • IREN wins on power access, site development and ability to bring large amounts of AI capacity online efficiently • CoreWeave wins on operating experience with proven ability to run massive AI clusters for some of the most demanding customers in the market. The real question is which advantage proves hardest to replicate as competition increases.

"If you said you have to have neocloud exposure in your portfolio, pick one, I don't think it would be a very difficult decision for me." -@StockMarketNerd Brad picks $NBIS. CoreWeave maybe second, IREN not much consideration. @StockSavvyShay is bullish as well. Ep 6 is live.