No. of Recommendations: 6
Manlobbi, I agree with your overall thesis and just established a small position in Meta, inspired by your previous post. It prompted a re-thinking of the business model and strong moat. Thanks.
One area I’d push back on a bit: your confidence AI compute shortages could last 10-20 years.
Could it happen? Sure. Likely? I’m quite skeptical. Remember DRAM shortages? The “scarcity” of fiber bandwidth? The certainty hard drives would stay expensive?
On this point alone, the market is rightly highly skeptical. And it’s a major uncertainty with a massive associated cost imo.
Overall, though, Meta is in a great competitive position going forward. The risk/reward is highly favorable.
