u/denialof_

High strength, interior d, rebounding, post and standing dunk. Not a shooting build but can get 3 pt to 75 with cap breakers.

Meta is literally building a neocloud business under everyone’s nose similar to how Amazon built AWS.

Currently all resources are being ‘sold’ internally but if you look at the capital investment how is it not obvious that they are building as much supply as possible leveraging their balance sheet and cash flow to grow an entirely new business unit at massive scale.

Look at Amazons commentary on the chip revenue they could gain if they sold trainium externally instead of for internal use - this is the same thing happening within Metas cloud infrastructure but people are worried about the ROI on their ads business.

Discount to market multiple is a complete dislocation.

Edit: see comments below for where sentiment is on the stock. Unloved, priced cheaper than market multiple and growing faster than the market. Fat pitch.

It would be really cool if concentration analysis was able to dissect ETF holdings and give an estimate of total exposure for overlapping holdings. For example if I hold AMZN and VOO what’s my total exposure to AMZN?

This might get messy for smaller holdings in ETFs but maybe there’s a way to only show this for overlap between individual names and ETF holdings.

I’m sure there’s challenges to doing this I’m not thinking of but I think it would be a cool route to explore!

Is a large activist getting involved generally a good thing medium/long term for a company?