@barebone.ai: Goldman Sachs just called Meta a buy as it sees a new AI catalyst for it. Meta's new AI agent, Muse, hit number 1 on the App Store. Tell it to book restaurants or find tickets and it just does it. Meta added $150B since launch. We called this in February, then again in April, months before Goldman, while everyone thought Meta would lose on AI. These are the kind of investing insights every trader and investor needs before trading the next setup like this. Our framework is now flagging one more stock with the exact same pattern. Meta spent over $125B on AI this year with nothing to show, until Muse. Subscriptions at $20 to $100 a month are the small part. The real model is commerce: Meta already knows what you want, and Muse becomes the personal shopper taking a cut. That is why the stock added $100B in one day. Months ago we ranked the biggest tech stocks on AI dominance: energy, chips, infrastructure, models, apps. Own all five and you keep the profit, rent even one and someone else controls your pace. Only four companies own all five. Amazon, Microsoft, Google, Meta. Meta ranked in that group, but was not number one. Google was. 3+ gigawatts of nuclear locked up. Its own TPUs, so good Anthropic rents a million of them. $514B in signed cloud contracts. Gemini at 950M monthly users. Plus Search, YouTube, Android, Gmail. Number one on the entire stack, and the cheapest of the four at 17x earnings versus 20 to 27x for the rest. Goldman, Morgan Stanley, and JP Morgan all say buy. Yet Google sits nearly 20% below its peak because it has shipped less visibly since February. DeepMind is the only AI research team to win a Nobel Prize. By the time headlines flip to "Google is back," the dip is usually already gone. Comment GOOGLE for the full research on Google's latest AI progress and whether the price already reflects it. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

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Tuesday 22 September 2026 13:19:59 GMT