Rihard Jarc(@RihardJarc):$META trades at a fwd P/E of 22.7 yet: - The core business is growing 30% & becoming more valuable in the AI world (reaching a human via ads will become a premium), - $META has a strong head start and lead in the personal AI agent race with Muse (Muse growing at a pace as one of the fastest consumer apps in history), - $META having 3.5-4 GW of compute capacity (the most sought-after asset in the world right now)

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

参加 January 2016

2.9K フォロー中 83.2K ファン

Rihard Jarc@RihardJarc

2026.10.01 13:47

$META trades at a fwd P/E of 22.7 yet: - The core business is growing 30% & becoming more valuable in the AI world (reaching a human via ads will become a premium), - $META has a strong head start and lead in the personal AI agent race with Muse (Muse growing at a pace as one of the fastest consumer apps in history), - $META having 3.5-4 GW of compute capacity (the most sought-after asset in the world right now)

294

コミュニティへ転送

人気のあるユーザー