One reason I think perpetual futures grow around stocks? No time decay. After I called the $META Muse re-rate, I decided to let my position ride. No expiry date to sweat over like with options. With perps if I see continued upside I don't have to sell. $META just won't stop.

$QCOM teams up with $MA on agentic payments infrastructure. $QCOM provides the underlying AI compute on Snapdragon powered phones, PCs, glasses and cars, while $MA provides the trusted payment layer that lets those agents make purchases securely.

$QCOM CEO Cristiano Amon on HBC as agentic AI becomes the norm on all devices. “Some of those future agentic AI devices that you have seen, they may process up to 1M tokens per day on the device while remaining available throughout the day.” HBC (High Bandwidth Compute) uses 3D stacked low power memory and places AI compute closer to that memory, dramatically reducing the amount of data that needs to move around the chip. That means higher AI performance with much better power efficiency, which is critical for running agentic AI all day on a battery powered device. HBC was originally developed for the data center and $QCOM is now scaling it down to smartphones and then to laptops, smart glasses and cars too.

The agentic supercycle of AI is here. So what's going to happen next. Consumer agents are the new battleground in AI. Expect OAI and Anthropic to drop their Muse/Grokbot competitor in coming weeks. Let's not forget OAI bought OpenClaw. What happens? Hardware: Most direct beneficiaries are the CPU names, many far off ATH like $INTC, $ARM. Payments: I see $V $MA $Shop/Paypal/Stripe as winners of agentic commerce Booking Aggregators = Losers. Feels like travel sites are clear losers with margin compression and increased comparison shopping $BKNG $EXPE Consumer Intent Advertising: While ad platforms like $META and $APP will thrive with entertainment first ad consumption, there will be increased pressure on $GOOG search or aggregators that are increasingly margin dependent on ad revenue in app based on humans using their interfaces $TTD $CART $DASH $UBER

Stop pretending the AI infra trade is priced in. Today the market was forced to reprice an entirely new consumer demand vector that makes previous compute and hardware forecasts obsolete. Like I said, this buildout was previously predicated on just enterpise adoption.

Just arrived in Maui for $QCOM Snapdragon Summit. $QCOM exploded nearly 10% today along with other CPU players! So this week I'll be hunting for asymmetric upside around $QCOM's role in AI, wearables, robotics and more. Even interviewing the CFO for deeper insights.

I think the most bullish part of $META is that an AI product in no way cannibalizes ad revenue. People go to $META for entertainment, not information like $GOOG which could see ads disrupted. So it's pure upside on a brand new product that will complement the core business.

If you didn't hit a lick on $META today you're not exploiting your edge as a retail investor. That means using the latest AI products, forming your POV, and positioning before the suits realize.

FinX with a huge win today on $META after getting trounced last few months. So many accounts on here front ran the move. For a consumer trade like this, it's retail who has edge as we're the ones actually using products like Muse. Wall St is trying to catch up to us now.

Do you guys remember when CPU ripped when agentic AI demand saw the ratio go 6:1 per GPU? I really don't think consumer adoption was factored into those projections with the rise of Muse and Grokbot. Could be an order of magnitude higher. $ARM $INTC $QCOM $AMD

And this is why Conviction pays off Back on 8/21, @michaelsikand opened a brand new position in Meta via his Flagship Fund The 2,000+ investors Autopiloting him bought then too Since his buy $META is up 30%. Here's his original thesis on why "Every time the market has doubted Zuck, he's made believers filthy rich" They are spending hundreds of billions on compute, lowest valuation in years, and will find a way to monetize it." Congrats to those along for the ride *For transparency, data as of 9/21/26 10:45 AM EST

Agentic AI feels too good to be true. I'm worried businesses start denying our agents by blocking them from sites/data/transactions. For example, ad blockers were amazing until websites identified them. I hope it becomes a basic right for consumers to use agents anywhere online.

$META's Muse can search, compare, and help complete purchases for a user. That raises a simple question: what happens when a purchase begins with an AI agent instead of a platform like Booking com, Expedia, or Uber? The answer is more complicated than “agents replace aggregators.” So we followed the process from the initial prompt through checkout to understand which companies remain involved, who gets paid, and why agent adoption creates additional CPU demand. $META has spent years facing questions about what its enormous AI investment will ultimately become beyond better ads and recommendations. Muse may be the first glimpse of a broader consumer AI business. The Age of Agentic Consumers. Link below