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riley griffin

T2 · manager / operator

Leads Bloomberg's coverage of Meta; highlighted 28% revenue growth vs 55% expense increase and lack of clarity on AI revenue lines.

1 call·1 name·0% bull·last heard 13 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
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$METAMeta Platforms

Meta faces high bar to prove AI capex ROI; may sell compute capacity to Anthropic and others

Market skeptical on $145B capex guidance; Meta creating plans to monetize excess compute by selling to AI companies like Anthropic; confirmation on earnings call could move stock.

Bloomberg Tech2026-07→

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$META
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Meta Platforms
MEDriley griffin·Bloomberg Tech·13 days ago
Meta faces high bar to prove AI capex ROI; may sell compute capacity to Anthropic and others
Market skeptical on $145B capex guidance; Meta creating plans to monetize excess compute by selling to AI companies like Anthropic; confirmation on earnings call could move stock.
"META IS STRUGGLING TO EXPLAIN TO THE STREET HOW IT IS GOING TO GET A RETURN ON ITS MASSIVE AI SPENDING. ... META WAS ALREADY CREATING PLANS TO SELL SOME OF THE COMPUTING CAPACITY…"
37:20