$Meta Platforms(META.US)
Background: The biggest issue for investors is AI capex. Meta now expects $130–145B of 2026 capex.
My trade: $550 entry is actually relatively comfortable because it's already above the cost and Meta's underlying advertising engine remains strong.
Takeaway: I would HOLD META. The biggest risk isn't that Meta's core business suddenly disappears. It's that AI spending stays enormous without generating enough incremental revenue/profit, causing margins and free cash flow to remain depressed. Q2 already demonstrated this risk.
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