I have been adding to my $META position in recent days. The stock has been driven by sentiment and not fundamentals for a while now. Sentiment is extremely bearish, as I think the company's true value drivers are misunderstood by the market, and having their own big data center footprint is an asset, not a liability, especially if the compute shortage continues. At the same time, the recent public appearance of $META's Chief AI Officer Wang has not been great. $META needs to do a better job at communicating its strategy. Sentiment on $META can change on a dime; communicating their AI strategy more clearly, executing, and shipping products should be priorities right now. The AI race went from a compute race to a capital race; proper market communication is just as important as having top
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