Tech Titans Eye Valuation Growth as Meta's Muse Sparks Investor Interest

Meta's Muse AI agent has received a positive market response, causing investors to search for the next tech company that could drive a valuation rerating with a new product. Gene Munster, managing partner at Deepwater Asset Management, believes Apple (AAPL), Tesla (TSLA), and SpaceX (SPCX) all have the opportunity to replicate this path.

Munster notes that before a product is officially launched, the market can only make judgments based on targets and expectations provided by the company. However, once the product truly enters consumers' lives, the market will gain more real-world feedback, potentially changing investors' assessment of its commercial value.

Apple's first foldable phone, the iPhone Duo, is expected to begin deliveries on October 23, priced at $1,999, with an unfolded screen size reaching 7.6 inches. Counterpoint estimates that sales of the product could reach approximately 6 million units by the end of the year.

Tesla's product roadmap is divided into three stages: FSD, Cybercab, and Optimus. The potential upside for each expands sequentially, though commercialization difficulty also rises step by step. Among them, FSD v15 is closest to commercial validation.