Journalist Alex Heath, co-founder of the Sources newsletter and a longtime Meta chronicler, argued on CNBC this morning that investors are underestimating how close Meta Platforms (NASDAQ:META) is to shipping frontier-class AI models. His reporting, drawn from a recent conversation with CEO Mark Zuckerberg, reframes the debate around Meta’s aggressive capital spending at a moment ... Top Meta Reporter: Zuckerberg Dropped a Major Hint About Meta’…