The creator has built out a position in Celsius, which has been trading around $30, and would not mind adding more.
Source Post
Meta's ($META) New Business ServiceNow ($NOW) Competition
Jun 4, 2026
The creator discusses Meta's ($META) new AI agent for businesses, highlighting its potential to expand Meta's revenue streams beyond advertising and positively impact its valuation. The new product integrates with existing business messaging services and can help businesses manage operations, sell products, and drive higher conversion rates. The creator also touches upon the potential competitive impact on ServiceNow ($NOW).
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Tickers discussed in this post
The creator is looking to add more to their Elf position, which has been trading around the $30 mark.
The creator views SoFi below $15 as a buy and is considering adding more to their position, currently trading at $16.32.
Meta's new AI business is entering a similar market space to Service Now, suggesting potential competition.
Meta's new AI agent business is a significant upsell opportunity that could drive higher conversion rates for businesses and increase Meta's revenue, potentially expanding its valuation.
Linked Signals
Tracked calls opened from this post
METAbuy opened Jun 4, 2026
+3.70%