$META $EL.PA: The Smart Glasses Monopoly, An Asymmetric Opportunity

The iPhone moment for smart glasses is here - built for an AI-driven future

The II Part Asymmetric Thesis

We identify significant asymmetric upside in both $META and $EL.PA based on a two-part thesis that we believe the market has not yet recognized. If the thesis proves right, the upside is massive; if it doesn’t, the downside is limited. This represents an early-stage information arbitrage opportunity before broader market rec…