{"version":"market-claims.v1","claim":{"id":"mcl_5653e23efc30a88651","url":"/trace/claims/mcl_5653e23efc30a88651","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Do not count Meta out: its advertising engine is more durable than a Google Search clogged with ads, still growing like a weed at 33 percent.","confidence":0.72,"expert":{"slug":"firstadopter","displayName":"Tae Kim","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/af2d96d5-4","url":"/trace/experts/firstadopter","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"META","name":"META","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=jTJ5xaU34Pc&t=5155s","sourceUrl":"https://youtube.com/watch?v=jTJ5xaU34Pc","timecode":"85:55","startMs":5155000,"endMs":null,"excerpt":"they reported an unbelievable quarter. I mean, they're growing at 33%... even if they falter a bit, they could sell compute capacity to, to the highest bidder."},"performance":{"entryPrice":603.450012207,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"3-12mo","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"firstadopter","displayName":"Tae Kim","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/af2d96d5-4","url":"/trace/experts/firstadopter","claimed":false},"source":{"platform":"YOUTUBE","title":"Google I/O Reactions, Large IPOs Incoming, Vox Sold, Tokenmaxxing Stats","sourceUrl":"https://youtube.com/watch?v=jTJ5xaU34Pc","publishedAt":"2026-05-20T19:24:30.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=jTJ5xaU34Pc&t=5155s","sourceUrl":"https://youtube.com/watch?v=jTJ5xaU34Pc","timecode":"85:55","startMs":5155000,"endMs":null,"excerpt":"they reported an unbelievable quarter. I mean, they're growing at 33%... even if they falter a bit, they could sell compute capacity to, to the highest bidder.","quote":"they reported an unbelievable quarter. I mean, they're growing at 33%... even if they falter a bit, they could sell compute capacity to, to the highest bidder.","speaker":"Tae Kim"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"META","name":"META","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":603.450012207,"currency":"USD","observedAt":"2026-05-20T19:24:30.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"META","assetClass":"EQUITY","price":603.450012207,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"META","observedAt":"2026-05-20T19:24:30.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}