$Meta Platforms(META.US) remains one of our top 15 positions and next to $Alphabet - C(GOOG.US) is our 2nd favorite media/comms name. We expect META to continue to post +20% revenue growth and +15%+ EBiTDA growth long-term. META has 3.7B Daily Active People growing at 3-4% per year and avg rev per person (ARPP) growing at 20%+ per year and is uniquely positioned through Instagram, Facebook, and WhatsApp to drive AI-engagement through its user base. At a 2026 P/E of 20.7x vs +15% long term Rev and EPS growth it remains among the cheapest of all Mag 8 stocks.