**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](https://t.me/venture)