How The Compound’s view on $META changed

But the timing of that, which came two days after Meta's stock skyrocketed due to the launch of Muse, is odd.

Mark Zuckerberg, who launched Muse. And remember when we all said, "Oh my God, they're leasing data centers and they don't have their own product; it's going to be a disaster."

Meta's stock plummeted, which I had bought, by the way, because it was oversold . Then he announced Muse, saying, "We hadn't talked about this, and we hadn't launched it because we didn't want to launch it until we knew exactly what the product was and until we had resolved all the safety issues."

Then they launched it in a way that was uncharacteristic of Zuckerberg. He changed his approach, and now he's slower than usual. That's the right way. And I respect that.

Finally, Meta has launched something people have been wanting in the field of artificial intelligence, and it has literally sparked a massive surge in the stock prices of many technology companies.

On September 8, which I believe was a Friday, Meta launched the Muse app, immediately integrated it into WhatsApp, and rolled it out widely, including to Instagram and Facebook, reaching a large audience.

They also advertise it during NFL games , which is very expensive. They invested in it with all their might. And I think this may be the most important event for the company since the launch of Reels, when they said: "No, TikTok will not win. We will win. Here is our product."