Meta got the re-rating both hosts called at the start of 2026. Meta closed Thursday up 27% from the day Muse launched on September 8, AMD crossed $1 trillion on September 21, and Micron reports a 14-week quarter on September 30. Daniel Newman and Shay Boloor take the three in order on episode 58, then take your questions.
Daniel says the AI winner will be the company with the most compute and energy at its disposal. Meta kept buying CPUs, GPUs and its own accelerators while the market wrote it off, and Muse puts that compute to work. Muse is free up to 100 million tokens a week, with $20 and $100 tiers above that, and Meta plans to take a small fee on each transaction. Daniel calls the transaction model the move Apple should have made. Shay's four qualities of an AI winner are proprietary data, install base, compute and energy. He says Meta had three of them all along, argues it now deserves a Google-like multiple for a consumer AI product, and warns that the next quarterly report will not show any of it.
On AMD, Shay counts 40x 2027 earnings against 15x for Nvidia and warns that warrants held by Meta and OpenAI will lift the share count in any 2030 model. Daniel says the market treats Nvidia as the incumbent with everything to lose and AMD as the entrant with everything to gain, and that the stock is priced as if Helios, AMD's first rack-scale system, carries almost no execution risk. On Micron, Shay explains why the guide could look light: fiscal Q4 had 14 weeks and Q1 has 13. He is watching strategic customer agreements, HBM4 share and capex timing, and has not heard one plausible sign that memory pricing power is eroding. Daniel says Futurum's 2030 CPU forecast has more than doubled since January, walks through the follow-up reporting on the Coxon post, and says every AI scare so far has ended in a rally. He is long Viking Therapeutics after its maintenance data and says Novo Nordisk should buy it.
The Q&A covers DigitalOcean and its move past GPU rentals, Everpure after its investor day, the rest of the year with the 10-year at its highest since 2007, Shay's agentic AI picks for 2027, AI power and 800-volt DC, Muse against Grok, the Anthropic IPO, Amazon in 2027, and why crypto has not rallied more.
Watch the full episode with chapters on YouTube: https://youtube.com/live/ZXGtsiKvV40?feature=share
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