Daniel Pronk 对 $META 的判断变化

And the first stock that we need to talk about and has a lot of updates coming out is Meta. So, let me show you what has been happening with Meta and why the stock is up roughly 19% from its lows just over the past month.

Now, you've probably heard what is going on with Meta and why the stock is rallying. But just in case you haven't, it's largely because Meta launched its Meta Muse Aentic app.

In fact, Vestra recently signed 20-year power purchase agreements with both Meta and Amazon. So, Meta and Amazon are working to secure long-term energy agreements with Vestra, which will provide the company with stable and growing cash flows over the coming decades.

But this next point is very important to understand, because Vistara’s guidance does not include Cogentrex’s recently announced acquisition and power purchase agreement with Meta, which the company estimates will generate about $700 million more in earnings before interest, taxes, depreciation and amortization combined.