It's the biggest holding in my

It's the biggest holding in my portfolio, and I don't just view Meta as one of the world's most profitable ad companies. I see it as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon helps cut compute costs, and new revenue streams emerge from models, agents, and cloud infrastructure, the market could start valuing Meta more as an AI platform than just an ad business. If that shift happens, I think $Meta Platforms, Inc.(META)$ has the potential to trade closer to a 25x earnings multiple over time. The biggest opportunities often come when the market is still in the process of changing its view.

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