$Meta Platforms(META.US)
feels like the street doesn’t trust Zucks at allthey are going to have a great Q4, obviously undervalued at 18x fwd compared to other Mag 7s, just announced a new compute initiative (maybe new cloud biz) and acquired Manus which is bringing real agentic workflows to MetaAIthe street…doesn’t care almost feels as if they know Zucks is gonna get on the call and once again not really explain why they are spending so much on capex besides making the ads betterscreaming buy or falling knife?lost $630 for the first time this yearSource: amit
