Long Meta Platforms on Muse-driven rerating

OpenAI delays its IPO and reaches a $1.4 trillion valuation in a new round of $30 billion financing. O一家's momentum has been strong recently; while A一家's ARR growth has slowed significantly, O一家's ARR is growing rapidly (though from a slightly lower base). I previously stated that if we see A一家's ARR growth slow down and the market panic-sell, it is a good time to buy. This is not because AI is slowing down, but because A一家's market share is being taken by O一家 and open-source solutions. Now Muse is also taking market share. META has poached MDB's CEO and is looking to capture the enterprise market as well. However, I am still most focused on Google. When will the rumored Gemini 4 be released? Will it truly return to the forefront? Will Antigravity combined with Gemini be as user-friendly as Claude and Codex? I have recently added Google to my heavy holdings and will wait and see. I also opened a position in META yesterday. I believe the rerating driven by Muse is not yet over. The 2C TAM is enormous; we are nowhere near the end of this story. AI performed well today, along with BE, etc. However, I still hope to see clearer outcomes from the midterm elections before resuming heavy positions in AI hardware. Micron's MU earnings report today could be a catalyst for my heavy position; after the report, it will become clear that MU is undervalued. I personally hold DRAM. Should I take a separate position in MU? I will consider this today.