$lululemon athletica(LULU)$ Wh-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$lululemon athletica(LULU)$
Why stocks rose:
META Muse AI Agent created fresh excitement about AI.
Investors expect AI agents to need more CPUs, GPUs, networking and data centers.
This helped AMD, ARM and INTC.
META also benefited because investors see stronger AI-product potential.
My view:
AMD: Strong AI + data-center growth, but price has already moved a lot.
ARM: Strong long-term AI/CPU story, but valuation risk is high.
INTC: Turnaround potential, but execution is still the key.
META: Strong business, and AI could create new revenue opportunities.
Bottom line:
The AI story is still strong, but I prefer buying gradually on pullbacks rather than chasing a +10–17% one-day rally.

Muse Takes a Cut Per Transaction — Whose Entry Point Does It Touch?

Meta Connect opened Wednesday with $1,299 VR glasses, camera-free smart glasses, and a way to monetize AI assistant Muse: a fee on every transaction it books, size undisclosed. Meta rose 1.02% to $744.10 as all three indexes fell. The fee only works if Muse books the flight or fills the cart instead of the user — Expedia, Instacart and Amazon sit in that path. Alphabet fell 3.58% to $334.98, over triple the Nasdaq's drop, since search and checkout are its front door; Apple slipped 0.80% to $337.02, the VR glasses aimed at its turf. Expedia, Amazon or Alphabet — who feels it first?

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Investors expect AI agents to need more CPUs, GPUs, networking and data centers. This helped AMD, ARM and INTC. META also benefited because investors see stronger AI-product potential. My view: AMD: Strong AI + data-center growth, but price has already moved a lot. ARM: Strong long-term AI/CPU story, but valuation risk is high. INTC: Turnaround potential, but execution is still the key. META: Strong business, and AI could create new revenue opportunities. 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