https://aeacapitalresearch.com/positions/META.html Everything published on AEA Capital Research about META: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/META.html https://aeacapitalresearch.com/positions/META.html Position detail: Meta Platforms (META) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/META-2026-q1.html https://aeacapitalresearch.com/earnings/META-2026-q1.html Earnings update on Meta Platforms Inc (META): Q1 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/mega-cap-ai-meta-googl-msft-amzn.html https://aeacapitalresearch.com/comparisons/mega-cap-ai-meta-googl-msft-amzn.html Four mega-cap AI-capex bets, two of which I hold outright and two of which I've chosen to watch instead — compared on growth-adjusted valuation and the scale of their AI spending. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/news/2026-07-10-meta-custom-ai-chip.html https://aeacapitalresearch.com/news/2026-07-10-meta-custom-ai-chip.html Meta says it will start manufacturing a customized AI chip in September, targeting 14 gigawatts of compute by 2027. META rose 4.7% on the day. Fri, 10 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings.html https://aeacapitalresearch.com/earnings.html The Earnings Analysis section is complete — every operating company in the book now has a full institutional-format report using its most recently reported quarter, from SNDK and META down to NFLX. Thu, 09 Jul 2026 00:00:00 GMT