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inv1000
inv1000.com
did:plc:x5buzqb3wyakamo3tqdktfuy
META vs GOOGL: same $50B profit, ~20x P/E. Totally different ride.
META: moonshot — $50B RL burn, 588% return, -76% DD. High stakes high reward.
GOOGL: boring machine — search monopoly, 27% margin. -42% DD. DOJ cloud.
Same sector. Different nerves required.
inv1000.com #META #GOOGL
2026-06-21T13:04:06.961Z