The Real $META Rerating Starts When Muse Becomes the Layer Before Consumers Open Apps

The thesis: Meta's ($META) real rerating begins when its Muse agent becomes the layer consumers use before opening apps like Amazon ($AMZN), Uber ($UBER) or DoorDash ($DASH).
Once the agent controls what gets searched, compared and ultimately bought, Meta starts owning the demand funnel itself, and the business could look much bigger than social media plus ads.