$Meta Platforms, Inc.(META)$ we're 1 "year of efficiency" away from recovery. Happened once, can happen again. Nothing fundamental about the business has changed except the capex number rising significantly and higher than last quarter's revenue growth. AI could be a metaverse equivalent event in which Meta can recover from if they just decided to cut capex. Or AI is such a big opportunity and they can scale into their capacity or they have a plan to be a AI capacity provider which is not disclosed đđ¤ˇââď¸
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