$Meta Platforms, Inc.(META)$ Without a doubt. There's so much positive to this stock. For one, it was at $740 about 6 weeks ago before all of this tariff/trade war garbage, so it's pretty cheap right now. Even at $740 the p/e was pretty low compared to peers in tech. Meta has barely tapped into AI revenue. Yes, they are seeing better engagement with their customer ads, but Meta is building infrastructure to host customized AI compute by their customers. The 2 gigawatt data center and dedicated undersea cable are key to this plan. AR/VR will pay off. Ray-ban/Luxottica already have plans for future versions of their AR glasses. VR will continue to improve, especially with AI making graphics more realistic. Meta needed something tangible to sell and AR/VR is it.

If you can hold on, you will be rewarded. Q1 will likely be just an ok quarter, but they already addressed this in their last earnings call. Meta said that they expect the rest of 2025 to be special. Bet on it.

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