META leads in Personal AI Assistant execution

For the concept of "personal AI assistants" A few companies possess the industry's strongest user reach and advantages in personal data: - Google - Apple - META - Tencent (Chinese-speaking circle) META has succeeded with Muse, paving the way for the other three. These three (especially Tencent, followed by Apple) will certainly follow suit, creating similar products to capture 2C business scenarios and integrate app ecosystems. O and A have technology but lack users, data, and ecosystems. I currently hold GOOG and am buying AAPL; these two may deliver a big surprise. Additionally, both are large-cap stocks with strong inherent profitability, making them suitable to hold in an environment of rising interest rates. Furthermore: META bet correctly on AI this time, and this round of rerating may not yet be over.