Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.
가입 January 2016
2.9K 팔로잉 중 83.2K 팬
$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)
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