Patmos
05:20

Meta needs to fall another 10% to buy

Meta's $145B Capex Shock! Will META Fall Below $600?
Meta Platforms (META) tumbled another 8.55% today, extending its post-earnings selloff to a two-day cumulative decline exceeding 14%. Q1 revenue growth of 33% beat estimates, but a full-year capex raise to as much as $145 billion has rattled near-term profit expectations. The divergence with Alphabet — up 10% after its same-day earnings — marks the starkest split within the Magnificent 7. When will Meta's $145 billion AI investment deliver returns the market can actually see, and is a dip below $600 a buying opportunity?
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Comments

  • Adz5150
    06:00
    Adz5150
    Maybe, but I think the bigger issue is less the exact entry level and more whether Meta can prove returns on this heavier AI spend. If it does, the market may not wait for another 10%.
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