Meta’s new bull case is compelling: its 3 billion+ user base creates unmatched network effects, and AI enhancements in content recommendation are increasing engagement by 10% YoY. The company’s pivot to AI, with Llama models powering ad and metaverse applications, positions it to capture a $500 billion market by 2030. Historical outperformance (12% above Nasdaq in bull markets) and $70 billion in cash reserves make Meta a high-upside bet for long-term growth.



