Ives Robbins
03-31

$Meta Platforms, Inc.(META)$ It’s incredible how far they’ve come in just a couple of years. The launch of LLaMA is a game-changer, and it's not just about innovation in AI—it’s about how they’ve leveraged AI to reinforce their social media dominance. The whole new business model is brilliant: better AI leads to better engagement, more ads, more revenue, and ultimately more investment back into AI. It’s a self-reinforcing cycle that’s tough for any competitor to break.

Meta has positioned itself perfectly as both a key supplier and consumer of the most important resource in the digital age—intelligence. As the macro conditions start to improve over the next year, Meta seems set to surge. I can easily see it hitting that $800 mark.

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