Tag: Meta

Where is the AI Capital Going?

By Jim Patterson • September 27, 2026

alphabet, Amazon, Google, Meta, Microsoft

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Sept 4)

By Jim Patterson • September 6, 2026

Charter Communications, FabFive, Meta, T-Mobile, Telco Top Five, unemployment

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (July 10)

By Jim Patterson • July 12, 2026

broadband, FabFive, Internet, macroeconomic, Meta, Telco Top Five, Telecommunications

Q4 Earnings Review (Part 1) – Money Can’t Buy You Love, but it Can Buy You Net Additions

By Jim Patterson • February 1, 2026

AT&T, broadband, Charter, Comcast, convergence, Google, Internet, Meta, Microsoft, T-Mobile, telecom, Verizon

Interim Brief, Uncategorized

Value Creation – Long-term charts, Fab Five vs. Telco Top Five (Jan 23)

By Jim Patterson • January 24, 2026

Amazon, Apple, AT&T, broadband, Frontier, Google, Lumos, Meta, Metronet, Microsoft, T-Mobile, telecom, Verizon

Q1 Telco Top Five Earnings – Five Observations

By Jim Patterson • April 27, 2025

AT&T, broadband, Charter, Chrome, Comcast, Google, Internet, Meta, T-Mobile, Telecommunications, Verizon

Searching For Value

By Jim Patterson • February 23, 2025

Amazon, Apple, capital spending, fab five, Google, investing, Meta, Microsoft, T-Mobile, telecom, value