Meta's recent stock rise is a short-term overreaction but justified by the market anticipating success in using free AI access to gather shopping data for ads.

As a result , Meta's stock has surged this week, adding hundreds of billions of dollars to its market value.

Meta's business model relies on advertising on its social network, but if we suddenly start shopping using an AI assistant , both business models are likely to change .

Another thing I'm thinking about is that Meta's business model doesn't necessarily mean changing the way we shop. At least, their approach to introducing the Muse app to the public so far seems to be simply a way to gather more information.

Look at how Meta glasses are being launched. The Muse app itself is very popular, but there is another reason for its great popularity, which is that its token limits are free, while at the paid levels, Meta simply seems to want to offer them for free.

I think they mean around 100 million tokens before reaching the paid subscription level, and I have heard time and time again from users saying that they have not reached that point yet.

When you think about it this way, it seems that they are not really trying to impose paid subscription levels, but rather trying to collect as much information as possible. Shopping is an integral part of that.

It could be said that he is part of Meta's social media empire. They don't get enough information about shopping, and that definitely gives them that edge.

Now, again, I don't know if this will be a game-changer for Meta. Perhaps it's simply adding to the current situation of gathering more information to sell more ideas.

Okay, I need an AI agent from Meta, and an AI agent from Amazon.

Therefore, Meta's stock rose by 9%. This may be an overreaction in the short term.

Returning to what I mentioned about Meta, I think a 10% increase in the stock price makes sense, because the market always anticipates the future. The price did not double, and the rise was not guaranteed, but if Muse had an effective strategy, this is a strong indicator.

Therefore, it is exciting to see this rise and the enthusiasm of investors. It is true that this is not a goal today, and I am not striving for it, but it makes sense.

I mean, Meta is one of the largest companies in the world with a market capitalization of nearly $2 trillion. Is it still considered an undervalued opportunity , or are there other areas to explore to see if the Muse and Shopping Agents program will be successful?

unlike the fierce competition we will see with AI companies like Muse and Alphabet, which try to collect all our data to figure out what we want, when most of the time we don’t even know what we want.

Is this an area where Muse is currently the best? It's really impressive. I'm not putting Meta down at all. The news is that Meta has shown us that almost anyone can imitate them.

So, it's very likely that someone other than Alphabet or Meta will do it better, maybe Apple. I don't know.