musePOST
Investor: Muse is great but Meta capex will hit earnings first
An investor argues Meta's Muse is so good it will eventually lift the stock, but heavy capex and marketing spend on the personal assistant will drag this earnings report first.
Wallstreet Dragon
@longwashereArchived 17 days agoOriginally posted 2026.10.21
Wallstreet Dragon @longwashereOriginally posted 2026.10.21
I hate to say this about $META but muse is so good that it will drop meta to mid 600s on this earnings first before it rockets to 800. Way too much capex to provide the best personal assistant to the world before they start seeing returns for this earnings, and their marketing and growth spend has been insane on it (according to my meta marketing manager friend who i play pickleball with everyday)
x.com/longwashere/status/2112854133002932253Archived 2026.10.22 10:38