Meta Revenue Continues to Impress, Zuckerberg on Agents, HW as a Meta Distraction

Today's Above Avalon Daily update includes the following stories: 

• Meta Revenue Continues to Impress

• Zuckerberg on Agents

• HW as a Meta Distraction

We will begin circling back to some of the more interesting CY1Q26 earnings releases. Today’s update will be focused on Meta. The update covers Meta’s impressive revenue growth. We then turn to Meta’s spending, where angst is found along two vectors. The discussion then turns to Mark Zuckerberg’s ironic comments regarding AI and agents. We conclude with why Neil thinks hardware is a distraction for Meta.

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