@rentec_quant

Former Rentech quant. Currently hobbyist bartender and cocktails guru

 East Hampton
Joined March 2023
  • Tweets720
  • Following1.1K
  • Followers411
6Media
$meta 's upcoming frontier model must be insanely good relative to OpenAI Astra or Anthropic Fabel, otherwise CEOs like Desai of $MDB wouldn't leave a CEO position to report to Zuck.
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$META will be the AI leader soon.
Shay Boloor
@StockSavvyShaySep 26
JPMorgan ranks $META Muse #1 on Assistant Benchmark at 9.3 with perfect scores in purchasing, email, routines and connected apps. Those are exactly the tasks that turn an assistant into an agent and Muse responds in ~7 seconds versus ~38 seconds for peers. The scores cluster exactly where money changes hands which is why I still think subs are the easy monetization layer while commerce through $SHOP, $PYPL, $WMT, $CART and Stripe is the much bigger opportunity.
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Bet on Muse / $meta Never bet against Zuck Meta stock will be $1,500 by end of year
Yahoo Finance
@YahooFinanceSep 24
What's it like to work with Mark Zuckerberg? "He's an amazing human," but you will get a 30-page email on a Sunday night, Meta's Former CTO Mike Schroepfer says. 📧 😂
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$amd and $INTC have become insanely overvalued.
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$META will introduce agentic payments in Muse and make Muse the default Meta glasses assistant. It's over. That's your super intelligence you wear on you. $meta stock will be $1,000 by October and $1,500 by March 2027.
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This guys bought $1 million out of the money calls on $meta. I think he knows what he's doing. $1,000 Meta stock price seems viable by end of 2026
bubble boi
@bubbleboiSep 21
I’m dumping 1 million dollars in 15 delta 60 day to exp meta calls tomorrow. My agent has broken out of the sandbox and has gotten fly as helllllll 💯💯💯 @alexandr_wang thank you 🙏 so much for pushing the frontier. I am officially a meta maniac and bumping it up to my #1 position.
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1. $META AI team is working on weekends 2. $GOOG AI team chillin' 9-5 3. OpenAI , Anthropic, X AI scaremongering with AI doom Pick the company you would invest in and trust them with the AI of the World! Dario Amodei and Sam Altman know their time is up! $META and open source!
Matt Schlicht
@MattPRDSep 12
It’s Saturday and the @meta team is FULLY locked in 🚀 You all are sending @muse feedback non stop and behind the scenes I’m seeing IMMEDIATE responses/fixes from @wailord @pratanchandani @dps @jrlevine etc. This is extremely fun and great to be making muse WITH you ❤️
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Meanwhile Altman, Amodei and Musk a scaremongering the world about AI existential threat. $META stock will double by end of year.
Matt Schlicht
@MattPRDSep 12
It’s Saturday and the @meta team is FULLY locked in 🚀 You all are sending @muse feedback non stop and behind the scenes I’m seeing IMMEDIATE responses/fixes from @wailord @pratanchandani @dps @jrlevine etc. This is extremely fun and great to be making muse WITH you ❤️
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The creator of OpenClaw can't wait to try the intriguing $meta Muse . META will own the AI space .
Peter Steinberger 🦞
@steipeteSep 13
Anyone got an invite code for Meta's Muse? 👉👈 I saw their Soul.md file and now i'm curious.
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Which company had the best PR and communication about AI, its benefits, or doom for society?
100%META
0%Anthropic
0%OpenAI
0%Elon's X.AI
1 votes • Final results
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When Amodei and Altman agree on something you know both of them and their bullshit companies are cooked.
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On Monday get ready for another -10% semis, optics, memory, energy stocks down. AI trade is destroyed in real time by Amodei, Altman and Musk. Semiconductors becoming cheaper due to lower demand ( progrss capping) will benefited incumbents like $meta and $goog.
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Anthropic: AI will kill you OpenAI: Our AI will almost kill you Google: Our RSI makes better AI killers $META : Our Muse AI lets you organize your life, make purchases, book restaurants. You can even edit your avatar. So who do you think is going to win? $META for certain!
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Here's why $META is the most undervalued stock now.
Supreme Bagholder@SupBagholderSep 12
Idk if it’s the x algo, but my whole feed is full of @Muse glazing. Very rare to see for a meta product.
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Leopold Aschenbrenner buying $amd $sndk $be $CRWV is a counter signal. I'm happy with my $meta doubling within a year, with less downside risk and drama.
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Buying $META is my best hedge against a Fed rate hike. A hike will obliterate the AI trade / high betas. $META will be immune to this but still exposed to all upside from Meta AI. #fed #cpi #911 #stock #stockmarkettrading #StockMarketToday #Tradingsignals #TradingProfit
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$META is so undervalued. Meta offers a model as competitive as Anthropic yet Meta valuation is 1.6T while Anthropic 2T. Meanwhile Meta has the best advertising business, best AI infrastructure and best distribution. I can see Meta at 3T+ valuation within a year.
Zhiqing Sun
@EdwardSun0909Sep 11
Only Muse Spark 1.3 and Fable 5.1 are on the Pareto frontier of coding
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Big big day for $meta stock today. CPI was good so the reticent buyers this week will load up the trucks. $meta stock can easily hit $1000 by end of year if Meta AI frontier model is competitive relative to OpenAI Astra and Anthropic Fable
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Many were scared to buy $META due to CPI print today. Since inflation came in line, META stock will likely jump another 5% today.
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