Meta Muse Is Exploding - These Stocks Could Be Next

Melvin (0:00)

Nobody has ever built an app like this before. Sure, Crocpot has done it, but nobody's bringing to the masses like Muse has.

SPEAKER_2 (0:07)

What's up, everybody? It's LGD Uset here, and welcome to Milk Road Stocks, the daily market show that is too lazy to sell my old Crocpot on Facebook Marketplace. Now, I wonder who or what could help me with that. Today is September 24th, 2026, recording on September 23rd. I just found out about something that apparently has been out for several weeks now, and everyone's talking about it, not just in the consumer retail world, but also in the stock market. Muse from Meta slash Facebook slash Instagram slash WhatsApp is the number one app in the App Store and in the Google Store. I did not know this. I still haven't opened Crocpot to use it personally, but apparently Muse is the one that I should be using, so much so that Facebook is up, or Meta, the Meta stock is up, and people are raving about this. Today, Melvin, our leading portfolio manager at Milk Road is going to walk me through what Muse is, and also why it's not just bullish for Meta and all its companies, but also for additional compute, and which companies are set to benefit from the rise of this agentic economy, and how this could be maybe the iPhone moment for agents. So we're going to learn about that and more in today's show. And if you want to see Melvin's portfolio, including a lot of amazing calls, listen, you're going to hear about how he called AMD back in February when it was like $190 or something like that, and ran all the way to $600 today. He called that back then. He's calling other stocks right now. If you want to see those, they are in Milk Road PRO. You can check it out for just $1 at the link below. And before we start, remember to like and subscribe. Leave us a little comment about how you feel about our wonderful podcasts. Melvin, what's up, man? I actually know nothing about Muse. I know absolutely zero about it. I guess I could probably use it in all my Meta apps on my phone.

I've been seeing meme coins pop up about it, but I literally know zero about it. I haven't even opened Grokbot yet. It's still on my list of things to do in the after hours.

So I feel like I'm super behind on all these agents.

But I want to hear, this seems like a really big deal for Meta that they have released this. This seems like a really strong AI play for them. So I want to learn about it from you today, man.

Melvin (2:10)

Perfect. Yeah, man. Grokbot was like, I feel like that was a decade ago. That's how fast we're literally moving.

SPEAKER_2 (2:15)

I'll just skip it. I'll just skip it. You know what I mean?

Melvin (2:18)

Just go for it.

SPEAKER_2 (2:18)

Forget Grokbot. Just go straight to Muse. I'll wait for the next one in a couple of weeks.

Melvin (2:23)

It's probably a better idea. But before I get started, I wanted to address something. So last week, I made a podcast about Dario, Sam, and Elon wanted to slow down the pace of AI.

But guess what happened between now and then?

OpenAI released Chagibiti 6 Solence Luna yesterday, Anthropic released Opus 5.5 yesterday as well, and then SpaceX released Grok 4.7 last week. And the best part is that markets is now losing their minds over Muse now. So literally nobody is slowing down. We call this on the show, this is only going to speed up everyone else. Competition is not slowing down anytime soon, really. So to get back to Muse, Muse was essentially released on September 8th. And since then, the stock, the Meta stock has gone absolutely crazy. Meta was roughly around 613 on September 8th.

And now it's trading around 730-ish. I haven't checked today's price yet, but I believe it's around 730 Meaning the stock has roughly won 20 percent in the last two weeks. And you gotta remember, this is a company that is heavily under pressure because of capex spent, but the market is finally starting to reward them. And Zuck is basically back on top again because he just bought agentic AI to the world in masses. And if this actually works, the implications are massive because there's gonna be some industries that's gonna benefit tremendously from this transition, especially like anything tied to AI compute, infrastructure, but there are also gonna be industries where Muse and other agents could completely disrupt the existing business model. So today, like the whole purpose of this video is I wanna break down why Meta is running so hard, what Muse actually means for the agentic world, what sectors could be the biggest winners and losers, and most importantly, what stocks you should be buying from all this.