$Meta Platforms, Inc.(META)$
When analysts say, not going up, it usually goes up!
Form my corporate experience, a slowdown in business is a breather when a company can evaluate its strategy and make changes. During good times, all weak business components look strong and acceptable. It is during the slowdowns that the weak links are visible and fixed.
Expanding CAPEX on AI infrastructure is to continue expanding margins. There are significant opportunities for cost reduction with AI + ads should be more accurate and thus more valuable. There is already evidence of that.
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