Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.
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Meta’s Strategic Ambitions Face Regulatory and Supply Chain Tests

Meta Platforms is making a bold $2 billion bet on its future by acquiring the artificial intelligence startup Manus. This move is central to CEO Mark Zuckerberg ...