Muse is No. 1 on the App Store. When does that show up in Meta’s numbers?

Meta (META) jumped about 11% Monday after Muse took the top free iOS slot from ChatGPT. Sensor Tower has it at roughly 2.5 million downloads since the Sept. 8 launch. Wells Fargo lifted its target to $796. JPMorgan went overweight with $820. Paid tiers are $20 and $100 a month. Capex this year is still guided $130-145 billion.

Downloads are not billings. Amazon and eBay blocking the agent is already in the comments on other subs. NVDA, AMD, and AVGO moved with it because the market treated this as chip demand.

If you own META here, what number next quarter would make Monday’s move look earned?