Babyfolio(@babyfolio):The next name on my list is $META, and the main reason is Muse. Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser. It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app. Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful. This is the clearest look yet at what Meta's massive AI spending is producing. Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending, $META trades at roughly 20x forward earnings. The opportunity in my eyes is huge. Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction. Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it. I really believe that with their distribution, they can be one of the biggest AI application layer winners. That is why $META is my second great R/R pick.

2026.09.14 22:41

The next name on my list is $META, and the main reason is Muse. Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser. It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app. Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful. This is the clearest look yet at what Meta's massive AI spending is producing. Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending, $META trades at roughly 20x forward earnings. The opportunity in my eyes is huge. Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction. Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it. I really believe that with their distribution, they can be one of the biggest AI application layer winners. That is why $META is my second great R/R pick.

Babyfolio@babyfolio

2026.09.10 04:35

I don't like calling anything "free money" in the stock market. There is no free money. Generally, no risk means no reward. But I can give you a few ideas that, in my eyes, are about as close as it gets from a risk/reward perspective. I'm going to make this into separate posts because I hate threads. My first pick is... Broadcom ($AVGO), which I talked about in the last few days. Let me explain: First, I think $AVGO is increasingly being priced as if meaningful market share loss is inevitable. The bear case(the opportunity) is that $MRVL, MediaTek and others will take share from Broadcom in custom silicon. Hyperscalers and AI labs are spending hundreds of billions building infra and they want chips designed specifically for their own use. Broadcom doesn't need 100% market share to win massively and it's not just custom XPUs. Their numbers are hard to believe for a company at this size: Broadcom reported $16.7B in quarterly AI semiconductor revenue, up 221% YoY. Next quarter, it expects $21.7B. Management sees AI revenues doubling two years in a row: $58B in FY26 $115B in FY27 $230B in FY28 It's already one of the most profitable semiconductor companies in the world, they sit deep inside the AI infrastructure buildout, with huge visibility into future demand. $MRVL and MediaTek WILL take some market share but if Broadcom can lose some share while its AI business still doubles, I'm not sure that's the bear case people think it is. $AVGO is my first pick in this series of great R/R picks.

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