$Meta Platforms(META.US) still climbing, near 669, on the self-designed AI chip going into production in September with Broadcom and TSMC. the market finally rewarding the capex instead of fearing it. i hold it for the long-term AI optionality and the ad business funding all of it. not adding at the highs into CPI week, but the self-chip story is a real long-term margin lever.
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