$Meta Platforms, Inc.(META)$ The links in my posts point to public filings that clearly identify the tenant, and the tenant is META. The LLC tenant is a META LLC with its address at META Menlo Park, CA headquarters. This isn't speculation, it's documented. Reading the links I took the time to find settles it.
$ERock, Inc.(EROC)$ $Meta Platforms, Inc.(META)$ $Bloom Energy Corp(BE)$ $Microsoft(MSFT)$ Something worth keeping in mind here is that this is fully diluted, which won't actually happen until mid December when the lockup period ends. Right now there are 48 million shares outstanding, with 28 million shares in the float, and 20% of that float is shorted. Even if you handicap EROC pretty hard, giving it half of Bloom Energy's valuation multiple and using the strictest fully diluted share count, one that accounts for every single insider Class B unit, the math still works out this way. Validating the 2026
$PayPal(PYPL)$ $Meta Platforms, Inc.(META)$ PayPal would combine the world's largest consumer social/AI distribution with one of the world's largest consumer payment networks. Meta knows what consumers are interested in; PayPal knows what they actually purchase. In an agentic-commerce world, combining intent, advertising, AI agents, payments and transaction data could create a powerful closed-loop commerce ecosystem. Wall Street will love this acquisition. A $100 billion price tag will get this done.
$Meta Platforms, Inc.(META)$ Prosperity starts with freedom. Individuals and companies need to be free to create, issue, custody, transfer, and use digital assets. Privacy should be protected, competition encouraged, and people allowed to build wealth.