Meta Platforms, Inc.
做多

BUY for META at Discounted Price - AI CAPEX Priced In!

311
Market sentiment dragging prices down due to concerns over AI CAPEX, but from what I see, these are one time costs with sustained future ROI and non-linear positive scaling effect on META's family of apps and advertising services.

Catalysts upcoming include META's AI Frontier models release - Avocado.
META has also not fully leveraged profit margins on threads and whatsapp unlike instagram and facebook which has global advertising footprint.

BUY @ below 685
TARGET @ 850, 1000, Long hold

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