Yin|May 12, 2026 13:52
The past 2 months investing in Meta has been the biggest fail. After a 30% rebound, while other AI stocks skyrocketed, it dropped back down again. @finkd Hey Zuck, what are you up to now?
Right now, it's the first half of the AI game—still the shovel sellers making money. Platform vendors are spending, but it'll be the second half when platform vendors become the stars. Meta needs to launch an AI product next time or deliver an impressive earnings season to act as the catalyst.
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