$Meta Platforms, Inc.(META)$ Maybe it is a bit twisted to frame it this way, but Meta already has one of the four addictions locked in: the short-form scrolling dopamine loop. Now they are going after the second one, gambling, with Meta Arena set to launch next year. That would make two out of four that are essentially certain. The next logical one would be the lust addiction, and I would not be surprised if Meta eventually buys OnlyFans or builds a copy of it. That gets you to three out of four. The only one they realistically cannot touch is physical drugs, but three out of four is still a very strong hand. A 1.5 trillion market cap looks like a joke against that kind of potential. If they execute on this roadmap, I think at least a 5 trillion market cap in five years is reasonable. Even if execution is not perfect, the underlying growth alone should push it to at least 3 trillion. It is hard to look at this and not want to own META.
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