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← @stockmarketnerd

$META

BULLISH2026-09-22
Price around the call
↑ 2026-09-22
By horizon✗ miss-12.3%
1d
✓ +4.6%
5d
✗ -1.9%
21d
✗ -12.3%
Original post
Brad Freeman · 2026-09-22

Well Muse is killing it for $META. Outpacing US/Canada iOS ChatGPT downloads by almost 40% over the first 12 days (per Appfigures). But even more encouraging? Consumers are building habit a lot faster. Nearly 450K U.S. daily actives in 10 days compared to ChatGPT needing 7 weeks to get there (per Sensor Tower). I get it... Meta has the massive brand & distribution that ChatGPT didn't enjoy. But it's not like they piggybacked on Instagram sign-ups the way they did with Threads. And ChatGPT was arguably the most successful consumer launch ever. So... this is still impressive & highly encouraging. And if you're one of those early daily actives (like I am), it makes perfect sense.

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