# Meta Has Been Busy Page: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/meta-has-been-busy Text version: https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/meta-has-been-busy.md Podcast: [Motley Fool Hidden Gems Investing](https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621) Published: 2026-07-09T20:40:00+00:00 Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML1778577110.mp3 Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/tracking.swap.fm/track/YfZO4tERxneauNcW9Fgn/mgln.ai/e/211/traffic.megaphone.fm/ARML1778577110.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/meta-has-been-busy Duration seconds: 1652 ## Resource It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta’s new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opini… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/motley-fool-hidden-gems-investing-1015621/episodes/meta-has-been-busy/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/motley-fool-hidden-gems-investing-1015621/meta-has-been-busy.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.