No argued thesis — loss porn and capex-cut hunches around an 18% single-day drop
Meta AG lawsuit reaches critical phase; "astronomical" consequences claimed.
Meta open-sources top model, pushing small agentic models onto devices to bypass cloud costs.
Rotating 80% of MSFT into META: undervaluation from spending fears, argued rotation case.
Meta in talks to lease computing power to Anthropic in a potential $10B deal.
Meta's Louisiana data center to pass a $250B price tag.
Meta enters the AI coding market to chase Anthropic and OpenAI.
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