Meta jumped 11% and was the most sold stock on Interactive Brokers | Market Hang

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摘要

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 == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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