Meta closed up 11% on Monday on early traction for its Muse AI agent. Interactive Brokers ran its own numbers and found Meta was the most sold stock on the platform that day: customers took profits into the rally and rotated into Alphabet, Amazon and Microsoft instead. The panel works through why none of them would hand an agent their credit card, why the real trade is the bottlenecks rather than the models, and whether social media has already peaked.
Featuring
Turney Duff, Host, Market Hang, Yahoo Finance
Steve Sosnick, Chief Strategist, Interactive Brokers
Ross Gerber, Co-Founder, President and Chief Executive Officer, Gerber Kawasaki Wealth and Investment Management
Sylvia Jablonski, Chief Executive Officer and Chief Investment Officer, Defiance ETFs
Brian Sozzi, Executive Editor, Yahoo Finance
Watch the full episode: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING
Timestamps
0:00 Meta up 11%, and Muse is number one in the App Store
0:19 The most sold stock on the platform that day
0:34 Has anyone here actually used it?
0:55 Why you would not give it access to your phone
1:56 Apple has the pole position on agents
2:43 Not my credit card, and not a hut by the river
3:25 Trusting the TaskRabbit more than the codex
4:01 Should you just buy an energy company?
4:26 It is all about the bottlenecks now
5:01 The bear case: Two hours a day and the model breaks
6:45 It does not matter which chip company wins
7:08 Raising a 14-year-old without social media
7:57 These apps will be thought of like smoking
8:41 Are the tobacco companies doing fine, though?
9:36 The least productive decade of technology
11:32 Makers versus takers, and the relentless rotation
12:58 Nobody here would short Meta
13:31 AMD at twice the valuation makes no sense
14:32 Do small language models move AI back to the PC?
15:20 Hunting triple baggers in capacitors, photonics and quantum
16:37 A winner’s market, and holding your nose
17:09 Thirty-two years of dollar cost averaging
#Meta #MuseAI #InteractiveBrokers #MarketHang #YahooFinance
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