0:00 Get this: AMD shares are up ONE HUNDRED AND SIXTY percent since January.0:04 And just yesterday, a new analysis dropped arguing this rocket ship hasn't even left the atmosphere yet.0:10 Now, this connects directly to what we were talking about yesterday, with SK hynix and Intel trying to shake up the AI hardware race.0:18 The entire game is about who can build the picks and shovels for the AI gold rush, and right now, the money is screaming AMD's name.0:25 So here's the argument that just hit the street from analyst Andres Veurink.0:30 He's looking at AMD not just as a chip company, but as a player at the dead center of technological disruption and massive macroeconomic shifts.0:38 This isn't just about gaming cards anymore.0:41 We're talking about the guts of cloud infrastructure, the engines for artificial intelligence, the absolute core of the modern economy.0:49 And Veurink’s take is that while everyone sees the huge stock run-up and gets nervous… they're missing the bigger picture.0:56 He’s arguing that the market is still underestimating the sheer scale of the demand coming down the pipeline.1:02 He's so confident, he's put his own money on it — a beneficial long position.1:07 He sees the trend lines, the unit economics, the supply chain gaps, and says the uptrend is FAR from over.1:13 It’s a bold call when a stock has already flown this high, this fast.1:17 It’s basically saying, you think this is impressive?1:20 You haven't seen anything yet.1:22 Okay, so while everyone is watching the chip wars, Meta is quietly building what could become the middleman for the ENTIRE internet economy.1:30 That’s the bombshell takeaway from a separate analysis that also dropped yesterday, this one from Agar Capital.1:36 The focus is on a project you might have heard of, but maybe haven't grasped the full ambition of.1:42 It's called Muse.1:43 And the argument is that Muse’s real customer might be someone who never even uses the app itself.1:49 So what IS it?1:50 Think of Muse as an AI agent.1:51 A digital butler.1:52 But instead of just fetching you facts, it’s designed to understand what you want to BUY.1:57 It’s about capturing purchase intent.2:00 And Meta is building the infrastructure to monetize that intent directly.2:04 The analysis points to Shopify's Shop Pay integration as a perfect little preview of this world.2:10 You see something, your agent knows you want it, and the transaction is seamless.2:14 It’s a shift from an attention economy — where Meta just sells your eyeballs to advertisers — to a transaction economy, where Meta takes a slice of the actual sale.2:24 And if you want to know how valuable this is?2:27 Look at the competition.2:28 Amazon has reportedly BLOCKED Muse.2:30 Why would they do that?2:31 Because controlling where and how you decide to buy something is the absolute holy grail of e-commerce.2:37 Amazon knows that if Meta successfully becomes the starting point for every purchase, Amazon just becomes a warehouse you visit at the end.2:45 Meta already has the distribution — billions of users.2:49 It has the advertiser relationships.2:51 Now, with Muse, it’s building the engine to move from showing you an ad to closing the deal.2:56 The analyst sets a tactical price target of eight hundred sixty dollars for the stock, believing Muse could be a massive new monetization engine.3:05 It’s a fundamental rewiring of their business model, and it is happening right now.3:09 So let's just connect the dots here.3:12 For years, the story of Big Tech was about attention.3:15 Who could hold your gaze the longest?3:17 Who could serve you the most ads while you scrolled through your feed?3:21 That was the game.3:22 But what we're seeing now, with both the chip makers and the platform giants, is a pivot.3:27 It's a pivot from eyeballs to ACTION.3:29 AMD isn't just powering a screen for you to look at; it's powering the AI that will do things for you.3:35 And Meta isn't just trying to sell you a pair of shoes through an ad; it's trying to BE the agent that buys the shoes for you, anywhere on the internet.3:44 The new frontier isn't just watching.3:46 It's doing.3:47 And the companies that build the tools for that new world are the ones who are positioning themselves to win the next decade.3:54 The value is no longer just in the platform you visit; it's in the transaction you complete.4:00 That’s the change.4:01 That's what's different today.
