Meta Platforms$META
152 research articles
Research Articles
Meta Platforms: The $135 Billion Bet
Meta Platforms ($META) • By CompoundingAlpha • 2026-04-02
The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3
Meta Platforms ($META) • By CompoundingAlpha • 2026-07-30
Meta Discusses AI Hardware and Co-packaged Optics
Meta Platforms ($META) • By SemiAnalysis • 2022-09-15
Not So Deep Dive: Meta Platforms (Ticker: META)
Meta Platforms ($META) • By Chit Chat Stocks • 2023-01-24
Meta’s Bizarre AI Infrastructure Choice Costs Them $100s of Millions
Meta Platforms ($META) • By SemiAnalysis • 2023-05-06
Meta Custom Silicon: What's Old Is New
Meta Platforms ($META) • By SemiAnalysis • 2023-05-19
Friday Five: Meta's AR Glasses, Airbnb's Crackdown on Parties, Google & Apple's Search Deal, Amazon's R&D & more...
Meta Platforms ($META) • By The Pragmatic Optimist • 2023-09-29
[PODCAST] The Future of Meta Platforms (Ticker: META)
Meta Platforms ($META) • By Chit Chat Stocks • 2024-12-04
Deep|AI ASIC part II: AWS, Marvell, Alchip, Microsoft, and Meta
Meta Platforms ($META) • By FUNDA • 2024-12-18
Preview|META 4Q24: Intact Fundamentals Could Drive 4Q Beat But Risk In Guidance
Meta Platforms ($META) • By FUNDA • 2025-01-16
TSMC N2 + Next-Gen SoIC, Intel EMIB-T, Meta 3D Stacked Memory, CFET, 2D Materials, and More
Meta Platforms ($META) • By SemiAnalysis • 2025-02-05
Deep|App: Why Can Applovin Retrieve META UUID? Why Can Applovin Do Retargeting?
Meta Platforms ($META) • By FUNDA • 2025-04-01
Preview|META 1Q25: Agency Interviews Summary - Part 1
Meta Platforms ($META) • By FUNDA • 2025-04-21
Preview|META 1Q25: Tariff Case Analysis and SHEIN/TEMU Impact - Part 2
Meta Platforms ($META) • By FUNDA • 2025-04-22
Preview|META 1Q25: Product Development, CAPEX, Model Update, and ER Setup - Final Part
Meta Platforms ($META) • By FUNDA • 2025-04-23
Review|Why MSFT and META Performed Better than Feared
Meta Platforms ($META) • By FUNDA • 2025-04-30
Research|META AMM, AppLovin, and META's AI Ambitions
Meta Platforms ($META) • By FUNDA • 2025-06-24
Deep|The Scale AI Halo Effect: Will Meta's Investment Lift the Other Boats, or Just the Leader?
Meta Platforms ($META) • By FUNDA • 2025-06-25
Research|How Impactful Are the OpenAI Researchers Poached by Meta? And Why Does OpenAI Use TPUs?
Meta Platforms ($META) • By FUNDA • 2025-06-30
Meta Superintelligence - Leadership Compute, Talent, and Data
Meta Platforms ($META) • By SemiAnalysis • 2025-07-11
