Post-results, we think the disconnect between fundamentals and investor sentiment offers attractive upside for the highest-quality names in our coverage. We’ve become more constructive on the companies below:META (Outperform) - We are adding Meta Platforms to the Best Ideas List and maintain our $9
Yesterday, AMZN hosted the Product Keynote at its annual Unboxed conference focused on the advertising business. Our Take: There were no blockbuster product announcements, but a well-rounded set of upgrades and new products that:
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