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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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Verdict. 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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Meta Platforms (META) — Axion Equity Dossier (the neocloud scenario)

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

Full published report: https://meta-dossier.us-east-1.gists.org