It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower

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Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Meta’s new AI models and pricing stragegy
- Is Meta have a strategy or just “trying things”?
- Mailbag: Is GE Vernova overvalued?
- Mailbag: Can American Tower overcome these challenges

Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT

Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd

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