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Patrick C Toulme
@PatrickToulme
gemini & TPUs @google. Formerly worked on Meta MTIA and AWS Trainium. Opinions are my own. All blogs shared are personal work.
加入 December 2025
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I’ve been calling $META all summer as a crazily undervalued stock. Muse and MTIA are gonna take Meta to $1000 a share. The consumer agents market is perfect for Meta’s existing social media base. MTIA allows them to serve Muse cheap to their customers. oh and Watermelon is not even out yet which will match Fable…..
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If $META was an AI lab it would be a $1 trillion ai company, very undervalued rn