A: Ride the Muse Wave
With clear monetisation path through subscriptions & fees, $Meta Platforms, Inc.(META)$ has finally been able to translate Muse's huge Capex into revenue. This is where the next leg up for Meta is.
B: Lock in the cash.
The alternative view is to lock in the cash because Meta is guiding a huge USD 135 billion to USD 145 billion in Capex just for 2026 to build these AI data centers.
Top eCommerce companies like Amazon are already blocking Meta Muse from interacting with their platforms.
If you have enjoyed Meta's huge run, taking some money off the table before market volatility catch up isn't fear. It is smart risk management.
My Take: If you hold Meta, keep riding the wave but keep a close eye on upcoming earnings to verify that user growth translates to real transaction fees. Muse is a new market place & Meta has the first mover advantage.
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