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Convequity MSU: Meta Platforms - Jan 2023
MSU

Convequity MSU: Meta Platforms - Jan 2023

Summary * After META's surge over the past 1 year, the stock isn't super cheap, though on a conservative projection basis, there seems to be 30%+ upside left. * In this MSU report, we've found that M views are extremely shallow with limited alpha, and S views are overly short-term focused. * In the U part of MSU, we aim to provide a deeper view META's ads business, its AI endeavours, and the metaverse prospects. As a reminder, here are the MSU scoring options. M, S, and U will be given one
28 min read 22 Jan 2024
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27 min read 25 Jul 2023

Themes: The State Of Generative AI July 2023 (Pt.2)

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Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

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