Meta Platforms, Inc. stock has surged after unveiling Muse, its personal AI agent, which quickly topped the U.S. App Store and introduced paid tiers. META's Q2 results showed 28% YoY revenue growth, robust ad engine performance, and $130B TTM cash from operations despite heavy CapEx investment. I see Muse as a potential new earnings layer; even modest paid conversion could add $2.97 EPS, not yet reflected in consensus estimates.
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