Austin Koring
@AustinKoringARK
Research Associate @ARKInvest, covering AdTech ๐ฃ, Social Media ๐ฑ, Streaming ๐ฌ, and Gaming ๐ฎDisclosure:
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July 2026
108 ํ๋ก์ ์ค 174 ํฌ
Everyone sees the AI capex.
Few see the AI cash flow.
$META is already earning returns through better advertising economics, with applications, models, and compute adding even more upside.
Great breakdown from @ARKInvest ๐
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