Some thoughts on $META. I already wrote a few months ago that the market was pricing in zero value for $META's data center business and AI efforts; in fact, it was even assigning negative value to them. I wrote that the market should price at least some % chance of $META actually catching up to frontier AI labs, because they do have the key ingredients which are compute, talent, and data at their disposal. In fact, on the data front, I believe they are even better positioned than the AI frontier labs because they have unique proprietary data from their social platforms, and the Scale AI foundation is built on data labeling, which helps immensely with the RF part. If the market starts assigning positive value to $META's AI lab and compute selling efforts, the company will re-rate signific
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