$META

Added to my $META position, the position hasn't been this big in a long time. The market again (similar to a few years ago) does not understand the value dynamics of $META's business, the type of accelerator that AI is for $META, the value of its own AI data center footprint, and the zero AI-disruption risk of the business. The company now trades at 18x this year's projected earnings. Ex the Reality Labs burn, you are looking at 15x earnings. Thank you again, Mr. Market!