The catalyst
Mark Zuckerberg Is ‘Ready to Write This Check’ for AI, and Cathie Wood Just Bought $17 Million Worth of Meta Shares
The thesis
Meta is the central ticker: Mark Zuckerberg signaled major AI spending, while Cathie Wood’s Ark bought $17 million of Meta shares on Oct. 13, 2026. The news also says Ark bought Cerebras and sold Alibaba.