Equity research analyst at Citizens (likely Citizens JMP) covering internet and AI infrastructure; provides detailed CapEx modeling and revenue estimates for hyperscalers.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Meta's Muse Spark 1.1 represents a step-function improvement enabling a standalone API business that could capture 5% of Anthropic's projected $30B revenue (~$1.5B), while massive CapEx scaling to $200B+ by 2027 funds both advertising and API growth.
Google's massive compute infrastructure and YouTube's proprietary video dataset give it structural advantages to recover in the frontier model race despite recent Gemini slowdown and talent departures.