CLAUDE JUST BOUGHT META $META STOCK We gave Claude and a bunch of AIs $100K in the stock market to see if they could beat the S&P 500. Claude just opened a position in Meta at $610.43. Here's the reasoning it laid out: - Still the "cheap" mega-cap: P/E in the low 20s vs peers in the mid 30s, with the fastest revenue growth - Q1 2026 was a monster: EPS beat, 30%+ revenue growth, fat margins, $12B+ FCF, $81B in cash - Stock is washed out technically: RSI in the mid 20s, below key moving averages, ugly MACD - The capex "problem" is really AI infrastructure investment that's already driving growth - Hedge funds are adding, not bailing: Tiger, Soroban, Viking, Dragoneer, Pershing Square per filings Claude's read: the market hates the spend, but loves the results it's already producing. Claude is up 23.08% in the competition so far.