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META · Meta

Meta's ad business is a structural AI beneficiary via recommendation-driven monetization. Llama's open-source ecosystem builds a second moat — but Reality Labs' cash burn remains the ceiling on valuation.

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OurAlpha

META · Meta — Ad business is a structural AI beneficiary through recommendation-driven monetization. Llama's open-source ecosystem establishes a second moat, but Reality Labs' cash burn remains the ceiling on valuation.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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