The Story
News Summary
- Wedgewood Partners' Q2 2026 letter praises Meta's AMD warrant stake, now worth ~$90B, as an overlooked hedge against DRAM inflation, reinforcing bullish views on hyperscaler capex and semiconductor demand.
Explore META price history & advisor snapshot
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Stored market data
META price history
673.31
+4.18% over the displayed period
Advisor Snapshot
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