Meta Platforms Q3 Preview: Price Up, P/E Down - The Only 'AI Utility' Still Discounted

Forget the claims and the people yelling that we are in an "AI bubble." Meta is not only setting the standards for the new web but also equipping the network that will be used by the restPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, t ...