JohnnyYoung
06-15

$Meta Platforms, Inc.(META)$ I feel the market is still underestimating Alex Wang and Zuck's AI efforts, and they should deliver solid results in due course. The new subscription model should eventually broaden out the revenue streams and further monetize the platforms. The price looks cheap here, it's an opportunity. But it requires believing they will finally achieve a big return on their capex, not like on that Reality Labs VR/Metaverse project.

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