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META - Emerging Market Tech Firms Play A Key Role In The AI Story
Meta Platforms Inc
2024-05-31 11:10:00 ET
Summary
We believe Season Two is expected to feature more nuanced debates about the downstream impact of AI, which may be important in discerning the long-term winners in this space.
We believe the EM world is ripe with new waves of hardware innovation and design prowess that dovetail into AI products.
Season Two is expected to be more layered and may result in wildly different outcomes for stock prices.