Back
“Meta is about to turn its giant AI spend into an Amazon-style compute and enterprise business, a hard pivot for a consumer company but one it could pull off given its reach into millions of businesses.”
Source
Brad GerstnerYouTube“John Gruber, Kyle Kuzma, Brad Gerstner”136:31
“the second you start spending $100 billion on CapEx annually, okay, you run into the AWS problem. What's the AWS problem? Now, I have all this compute, but I don't use it every day equally.”
Performance
Entry$632.52
Current$582.90
Since call-7.84%
Confidence72%
How this was scored
Entry$632.52May 29, 2026 · 20:16 UTC · paste.trade
Resolution$582.90Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.