Ⓜ️ Meta’s Narrative Turns on Price
Meta shows how quickly the market can change its narrative once the stock starts working. The same capex, AI spending, and installed base that were ignored suddenly look like advantages.
Muse was the turning point. Meta showed a consumer AI product with clear monetization through paid tiers, while plugging the agent into apps and services people already use.
The lesson is to build conviction before the story feels obvious, so the position is in place before everyone else pays up for the same thesis.
✔️ @venture
Ⓜ️ Meta’s Narrative Turns on Price Meta shows how quickly the market can change its narrative once th
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