To The Moon

“I tumble for ya” — and yet I’m still holding.

Here’s my update on META (long-term underlying in hand).

🔍 What happened:

Despite a strong top line (revenues up ~26 % to ~$51.24 billion) for Q3, Meta’s share price took a sharp hit.

Two main reasons:

1. A one-time tax charge of nearly US$16 billion triggered by new legislation, which crushed reported earnings per share.

2. Extensive and accelerating spending on AI infrastructure and other growth initiatives — which has heightened near-term cost concerns and put pressure on margins.

📌 My position & perspective:

• I hold META as a long-term investment — it’s not about short-term earnings noise for me.

• This pullback (yes, I “tumbled for ya”) offers an entry/hold opportunity in what I believe is a dominant platform with exposure to structural tailwinds (social, ads, AI).

• I’m biting the bullet and holding through the ups & downs, confident in the long-term story rather than swayed by quarter-to-quarter swings.

🔮 Forward-looking view:

• Keep eyes on how the AI investments begin to monetize and generate incremental profit over time.

• Watch for margin improvement as the one-time tax hit drops out and AI infrastructure starts scaling.

• If META can convert its massive user base, ads strength, and emerging AI platform edge into stable cash flows, this pullback could be a generational buying moment.