Meta’s One to Buy in AI, Says Roth Capital’s Kulkarni

That commitment to infrastructure that Riley articulate said that money. Is it proving out. Hey, thanks for having me.I think so far what we have seen looking backwards our last 12 and perhaps 15 months, Meadow's probably the best poster child in providing kind of quantifiable returns on investment in infrastructure. But that what I mean, as the company has demonstrated accelerating revenues, the company has demonstrated upside to industry growth and a lot of other bells and whistles around investment. So l ...