Meta's potential entry into renting out compute resources is viewed as a significant positive catalyst for its stock price.

meta trying to rise

People sometimes I think forget it's a $ 1.7 trillion market value higher than metas for example.

Note, they did not mention Meta. If Meta jumps in and turns their compute online, they'd be a possible unexpected entrance benefiting Meta and obviously taking some of the market share from AWS, Microsoft, Google.

Uh, and just in like full disclaimer here because for just like an avoidance of doubt of of like exposure, I don't have any exposure to Anthropic. I don't have any like venture capital exposure to anthropic or open AI.

Um, I do have a little bit of exposure to Microsoft and Meta, both of those. uh and not to Google and Amazon.

So, so Meta entering, by the way, could also be a big catalyst for Meta Stock. I'm a big believer of that. Uh I think that Meta has planted the seeds that they are willing like they've basically sent out this little balloon.

So, I think based on the conference calls that uh Mark Zuckerberg has had with employees and also the commentary that he's had on uh earnings calls, I think that Mark Zuckerberg basically suggested, hey, if somebody pays us enough, we'll rent them compute.

And so, what he's really done is he's taken this shell of meta and said, our compute, it's our money, they're our chips. and he kind of just like a couple months ago I was like you know I'm gonna I'm just gonna raise a little balloon here and I'm gonna say hey you know what for sale and I'm just going to kind of like let it hang out over there and somebody bites on this basically fishing J hook uh not to be confused with J-Hold the coupon code somebody bites on this I think he's going to take it and that might be pretty unexpected for how the market is valuing me right now that's my opin again Maybe I'm biased.