$Meta Platforms, Inc.(META)$ D

$Meta Platforms, Inc.(META)$ Do your own work and thinking, but per the latest Q update as of June 30 META had invested some $8B in Anthropic, which represented some 21% ownership. On that, their unrealized gain recognized to date was roughly $200B, but that was premised on a valuation of only $1 trillion.

Current calendar and pricing talk is that they are scheduling the road show as soon as later this month, with a cover price of $2 trillion.

If that is correct, META will have another $200B of unrealized investment gain to recognize in the Sep Q. The uncertainty as I write is how soon the incremental $6B META is supposedly putting into Anthropic, and if that is all equity, the gain will be bigger than noted above, some $150B bigger.

I look forward to clarity on these shrouded numbers, and more news on just how much more Nvl72 Rubins they will be adding.

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