@polarster

PO

polarpolar · Sep 25, 09:30 PM

Really don't know what else there is to say , how can such an insane narrative be so suppressed and faded? when have you EVER seen a person with a stock worth almost $2T follow an account with a CA that is about their newest product? the product which pumped their stock up another $418 BILLION mcap , flipped SOL 6 times over and HIMS 61x over from that pump ALONE ( just putting it into perspective) If this was just some quick narr play bout the product I can understand why its this low but the fact is that there are multiple META badges that followed that account including MARK ZUCKERBERG On top of that this is on RH with Vlad and his team hard pushing for stock memes like how much bigger c…

BL

Ansem 🐂🀄️Ansem 🐂🀄️ · Sep 25, 05:43 PM

i highlighted Meta last week and the thesis is starting to get more interesting their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI the market has spent a lot of time focused on who owns the best model distribution, monetization and the ability to ship AI directly to billions of users matter just as much Meta is one of the names i’m watching closely here