Hunterbrook Capital disclosed a short position in Meta Platforms, arguing that enthusiasm for Muse, the company’s flagship AI application, is outpacing usage data. TickerTrends data cited by Hunterbrook showed average daily downloads of about 165,000 in the seven days through Oct. 7, down 8.1% week over week. Net daily user additions slowed to roughly 74,000 in the first week of October, 62.4% below the average daily increase of 198,000 recorded in late September. Muse’s worldwide daily active users nevertheless reached a record 2,730,919 on Oct. 6. Meta CEO Mark Zuckerberg has called Muse the centerpiece of the company’s AI vision. Hunterbrook also cited functional restrictions involving major third-party platforms, along with privacy and safety concerns. Meta shares fell less than 0.3% after the report and have gained almost 10% over the past month. Investors will watch upcoming third-quarter results for signs that the alternative-data trends are affecting the company’s performance.