Meta’s selloff makes sense if the market is reacting to the sheer size of capex, but I do not think higher spending automatically means the thesis is broken.
If that investment keeps improving AI engagement, ad tools, and monetisation, this may end up looking more like investment shock $Meta Platforms, Inc.(META)$ than structural weakness.
My read: near term, volatility probably stays elevated. Longer term, the real question is whether Meta earns enough on that spend to justify the fear.
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