Nvidia is mentioned in the context of hardware upgrade cycles and accounting changes impacting earnings per share.
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Zuckerberg is Killing the iPhone ($META Deep Dive)
Investing Moats with VarunMay 4, 2026
The creator discusses Meta's long-term strategy to replace the iPhone with a new computing platform centered around AR/VR, AI, and neural interfaces. Despite significant investment and potential, risks related to execution timing, ethical concerns, and market adoption are highlighted. The creator views Meta's core advertising business as strong and believes Zuckerberg's conviction and control make the company a compelling, potentially undervalued investment. The creator analyzes Meta Platforms (META), considering its valuation, accounting changes, and future growth scenarios. Despite risks associated with Reality Labs and potential cash flow bleed, the core advertising business and the potential for a new platform are seen as strong positives, making it an attractive investment.
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TikTok is mentioned as a competitor whose innovations Meta has historically copied.
Snapchat is mentioned as a competitor whose innovations Meta has historically copied.
Apple is presented as a key competitor and platform owner whose actions (privacy settings) have impacted Meta, and whose future products (Vision Pro) are compared to Meta's offerings.
BlackBerry is referenced as a historical example of a dominant platform that was replaced, serving as a parallel for Meta's ambition.
Meta is presented as a strong buy due to its ambitious plan to replace the iPhone with a new computing platform, supported by Zuckerberg's conviction and a robust core ad business, despite execution risks.
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META
buy opened May 4, 2026
-2.09%