AB Disruptors ETF

$Meta Platforms(META.US)

feels like the street doesn’t trust Zucks at all

they are going to have a great Q4, obviously undervalued at 18x fwd compared to other Mag 7s, just announced a new compute initiative (maybe new cloud biz) and acquired Manus which is bringing real agentic workflows to MetaAI

the street…doesn’t care

almost feels as if they know Zucks is gonna get on the call and once again not really explain why they are spending so much on capex besides making the ads better

screaming buy or falling knife?

lost $630 for the first time this year

Source: amit