Meta — Thought — LONGRIVER

GURUS | INVESTING | MACROECONOMICS | PODCASTS

Posts tagged Meta

2Q25 Letter

AI is moving from Hype to Habit.

Investing, Longriver, CompaniesGraham Rhodes9 July 2025Meta, Microsoft, TSMC, Nvidia, Amazon, Alphabet, OpenAI, AI

Podcast: Brian Mushonga & James Hull

Supplying the boom in AI capex.

Companies, PodcastsGraham Rhodes20 May 2024Big Tech, Amazon, Meta, Microsoft, Alphabet, Vertiv, Clean Energy

4Q23 Letter

4Q23 Letter

On the ‘year of efficiency’, trauma and China’s bear market.

LongriverGraham Rhodes15 January 2024Letters, Meta, Amazon, China