Apr. 9 at 8:10 AM
$META has become one of my larger positions — sitting just behind
$NVDA and slightly ahead of
$GOOGL.
Originally, the thesis didn’t depend on Meta re-entering the frontier model race. The valuation alone made it attractive.
But now the narrative seems to be shifting, with Meta clearly moving back into that space.
What stands out is how early and strong this latest model release came in — performing better than expected and competing with several leading models.
It’s still not at the very top tier, but the trajectory looks promising.
With the scale of AI compute Meta is bringing online, the catch-up story feels more realistic.
