The speed of Meta Platforms' (META) earnings growth and profitability path of its Muse AI will be the biggest topics Gil Luria of D.A. Davidson will watch the closest. Meta's CapEx plans are still important as well, especially if the Mag 7 company plans on crating more enterprise scale AI products. Competition from Alphabet (GOOGL), Apple (AAPL), and OpenAI serve as a key headwind. That said, user optimization is something Gil sees as a tailwind for Meta and its user base of billions. Public perception around how Meta uses customer data is what he points to as a key ongoing risk.