Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26

Greenfield argues Meta's consumer distribution—not model quality—gives it AI's biggest untapped valuation upside, per his $925 target.

• Meta's AI 'right to win': LightShed's Rich Greenfield sets a $925 one-year price target, arguing Meta's distribution to 3 billion WhatsApp/Instagram/Facebook users beats having the best model.
• Muse Charm launch: Zuckerberg unveiled a pocket AI device (Muse Charm), camera-free smart glasses, and $1,300 lighter VR glasses; Meta stock is up ~30% since June.

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