Intel Return Rate
Total Assets$Meta Platforms(META.US)
META dropped 7% despite a solid Q1 beat. The market is spooked by the massive $125-$145 capex guidance for AI and a slight user growth miss.
The reaction feels like an overcorrection. While the $8B tax benefit padded the EPS, the core ad business is still growing at 33%. Mark Zuckerberg is betting the farm on AI, and history shows that when Meta spends big (like they did on Reels and mobile), it eventually pays off in massive margins.
I don't have a position yet, but this dip is looking like a great entry point. I’m considering opening a start position here to pending buy limit and DCA. I’m betting on the "AI multiplier" for their ad business in
the long run.
Cheers guy.
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