Jack McRoskey calls Meta Platforms' (META) story one of the most interesting in the stock market. With the company's Muse agent proving itself as an AI success story, he says all eyes will turn to the social media giant's future AI outlook, including whether CapEx increases again. Jack argues the earnings will act as a rising tide lifting all boats in the AI trade if the Mag 7 giant ramps up spending once again. Tom White offers an example options trade for Meta.