$Meta Platforms(META.US) According to the previous plan, started reducing Meta. Currently, 1/3 has been sold. $Alphabet(GOOGL.US) was also supposed to be reduced, but the I/O conference boosted confidence, so instead of selling, a little more was bought. For Meta, the reduction might exceed the original plan, with a target of selling another 1/3. One reason is that Llama4 is really disappointing, and another is the recent desperate move to buy Scale.ai, which looks very bad.
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