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Meta's Hidden AMD Hedge Worth $90B Offsets DRAM Inflation Fears

Yahoo Finance Read original source (opens in a new tab)
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.
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META price history

673.31 +4.18% over the displayed period

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