Wake up meta bears. Analysts have given us another great opportunity to buy the dip. My two senses of the story is that meta is nowhere near the current ai race, yes muse is a good start but you try asking it some challenging questions and it folds. First, we have to go over why meta dips every fucking earnings and the answer is FCF, and CAPEX increases. Over on X Zuck has no intention of slowing down current ai growth/scale. That means FCF will be squeed, we may even get a negative FCF if the s
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