Rihard Jarc(@RihardJarc):My article on $META's AI infrastructure footprint & why it is undervalued. - How big it is - How much revenue & profit $META could generate if they start to sell outside compute - Why $META is in a unique position where it has leverage right now - The time to act for $META is weeks, not months.

Rihard Jarc

@RihardJarc

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

가입 January 2016

2.8K 팔로잉 중 82K 팬

Rihard Jarc@RihardJarc

2026.08.30 12:55

My article on $META's AI infrastructure footprint & why it is undervalued. - How big it is - How much revenue & profit $META could generate if they start to sell outside compute - Why $META is in a unique position where it has leverage right now - The time to act for $META is weeks, not months.