Meta $META is up 39% over the last 3 months. So let’s breakdown what actually happened and why I was telling you to PRESS BUY since July 2026. The summer got ugly for $META. Revenue grew 28% in Q2 and the stock still fell because investors thought it was burning billions on AI with nothing to show for it. Then the story flipped. $META settled the 29-state youth safety lawsuit for $18B paid over 10 years. That's a lot of money but a loss at trial could have cost over $1 trillion so Wall Street saw a big risk disappear. Drop in the bucket for $META. $META then launched Muse. It's an AI agent that actually does things for you like shopping, booking appointments and sending emails. It hit #1 on the App Store and got 2.8M downloads in 12 days. Incredible. Meta's Connect event put Muse everywhere along with the new Ray-Ban glasses, its first ever ultra-thin VR glasses as well as a keychain device that holds your AI agent. It also bought Stilla.ai to build AI agents for businesses on WhatsApp and Instagram. The catch is that Muse hasn't made real money yet and $JPM doesn't expect it to until 2027. As a $META investor, I’m fine holding until that point. $META went from "wasting money on AI" to "AI people actually use" in one month. Now Muse just has to prove it can make money and this stock will continue to defy gravity.
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