$META people think Threads and Whatsapp are gonna be revenue drivers. They are but people are totally ignoring how big Meta wearables are going to be. There are killer use cases developing on Meta Ray Bans and in the next year or two, they are going to release a new version that comes with a wrist band device as input. Mark my words, it will be a more than $100 Billion dollar hardware business. Avatars will create its own ecosystem and be worth much more than the hardware business. Meanwhile, iPads and iMacs will lose relevance.
$META$ Bullish
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