Meta (NASDAQ: META) and NVIDIA (NASDAQ: NVDA) both just delivered headline-grabbing quarters, but from opposite sides of the AI capex trade. Meta is writing the checks. NVIDIA is cashing them. With $10,000 in hand, the question is whether you want the buyer of compute at a discount or the seller of compute near record highs. ... Got $10,000? Meta vs Nvidia: The Better Opportunity Right Now