watching the $Meta Platforms(META.US) sentiment shift happen in real time is one of the best parts about this platform
the extreme bearishness that can linger for weeks/months can be mitigated within milliseconds of a company’s executionespecially when that company…- just put a new foundation model for images/coding- is getting into the compute business - is growing 33% topline (seriously, WTF)- still only trades at 18x fwd! $700-$750 feels very possible especially when it should’ve made that move on the last earnings if it weren’t for fears around capex only being spent towards advertising revenue having said that, most sell side is now projecting $200B+ of capex for 2027, so I’d imagine META is thinking of issuing equity like GOOGL didif they do, stock probably takes a hit short term but it would signal the markets willingness to accept the capex in order to reward future growth$Meta Platforms(META.US) was $670 before last earnings…Q2 coming up on July 29threally curious how this one ends up playing out but optimistic that Zucks once again proves everyone wrong and forces the market to recognize how valuable MSL will be for 4B+ peopleSource: amit
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