Meta: An AI Infrastructure Play In Disguise (NASDAQ:META)

Meta Platforms (NASDAQ: META ) stock has had an incredible run over the last three years. When CEO Mark Zuckerberg announced in early 2023 that the company would start its now-famous ' YearI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outperform over time not because of mark ...