← @rihardjarc

$META

BULLISH2026-05-11
Price around the call
2026-05-11
By horizon✗ miss-5.7%
1d
+1.7%
5d
+0.5%
21d
-5.7%
Original post
Rihard Jarc · 2026-05-11

$META is now my biggest position. Why does it smell like 2022 - Deja vu for me? - $META's AI CapEx ROI is already here (iREV) - $META's distribution is being slept on - Data centers are $META's new workforce - Watermelon model - The valuation is extreme https://t.co/cAFGDfVAPN

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