$Meta Platforms, Inc.(META)$ There is no company on the planet poised to monetize AI at the individual and small business level better than Meta over the next decade. Every small business and creator uses the meta platform to advertise and generate leads for their business.
Meta recently launched AI agents for just this purpose that users can implement to respond to and nourish leads. As a small business owner fielding hundreds of leads monthly (and a bank of thousands), this service is immediately accretive to my business, something I would happily pay for.
Infrastructure to make this service valuable is expensive but 1.) that capacity becomes a moat, and 2.) unlocks enormous TAM for company.
As a final note...there is a reason all the trillion dollar market cap companies on the planet are buying up billions of GPUs. These are the best managed companies in the world seeing where the puck is headed.
Invest in those who stand to benefit the most from the investment ( $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$), retire young.
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