Out of the thousands of people who have quoted the FT's $META article, how many do you think have actually read it?
In the article:
"A Meta spokesperson said the share sales talks were "pure speculation."
It might be on the table, but conclusions seem a bit premature.
If your portfolio wasn’t down a good chunk today it just means you weren’t in the leading stocks and likely haven’t participated in the monster move off the lows over the past two months.
It amazes me how some accounts on here could be so wrong about things and then a few months later just post shit with confidence like they didn’t miss the entire move to begin with. The egos and insecurity in this space are crazy.
This may b the next theme + rightfully so. LLMs will hit a ceiling w/out gaining access to proprietary data. They will be forced to pay for it. $PLTR $RDDT $META $TEM $WGS $GOOGL. I think the Anthropic/Reddit lawsuit results in the god candle and sends this theme roaring higher.
$ORCL founder Larry Ellison says next phase of AI will come from combining public models with proprietary enterprise data.
These 5 names own some of the deepest proprietary data moats for that transition:
1. $PLTR sits inside some of most sensitive enterprise & government datasets in the world operationalizing AI across classified defense data, regulated healthcare data & Fortune 500 workflows that public models will never train on.
2. $META owns the world’s largest proprietary social graph with 3.5B+ daily active users generating text, image, video & voice data at a scale no competitor can replicate.
3. $GOOGL owns one of deepest consumer data stacks in world with 8.5B+ daily Search queries, 2.7B+ YouTube monthly users, 2B+ Maps users, 1.8B+ Gmail users & 3B+ Android devices feeding Gemini with proprietary data competitors cannot replicate.
4. $RDDT owns one of largest archives of human conversation, opinion & consumer behavior online with 20+ years of proprietary discussion data now being licensed to frontier labs like OpenAI with data licensing revenue could reach $400M+ annually by 2027.
5. $TEM owns one of largest clinical-grade oncology datasets in the world with 45M+ de-identified patient records across genomics, imaging & clinical data that healthcare AI structurally needs.