Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox - Stock Watch Index

Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

January 8, 2026

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles. Click here to read more.

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