Sell META by Dec 30, 2026.

Meta has been spending a lot on the AI buildout. It generated over $40 billion in FCF TTM, but less than $2 billion in Q2 2026. With Muse, since it is mostly agentic, it seems it will consume a lot more tokens than a simple LLM. That means it should come with a much higher variable cost than typical LLMs. I have been trying Muse and it seems to do a comparable job to Claude on many agentic tasks that …