$Meta Platforms, Inc.(META)$ I

I only like META here as they have the headstart with llama3 and made it free .. they needed the initial jump start with the hopper chips and will likely buy the blackwells.. but the concern is will the hyperscaler be able to continue upgrading . Given they still have not translated their investment to consumer use cases … the short term play in mega caps is less risk given the higher rate macro picture .. so we are not seeing any rotation to value stock

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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