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Meta Has Been Busy

28 min9 juli 2026

It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower


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Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Meta’s new AI models and pricing stragegy

- Is Meta have a strategy or just “trying things”?

- Mailbag: Is GE Vernova overvalued?

- Mailbag: Can American Tower overcome these challenges


Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT


Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Engineer: Dan Boyd


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