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Meta

Examine the neocloud-pivot scenario: the ad monopoly pays for the whole company, so the ~$600B GPU fleet is a near-free option Meta could resell SpaceX-style. Is that pivot priced?

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HOLD / fair value. P(beat QQQ) = 0.47. The pivot is real but low-trigger: P(a compute business by 2027) = 0.16.

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