AISeeking Alpha2 days ago
Meta: The Market's Perception On AI CapEx Seems Misplaced
1 min read
Meta stock is down 15% in the past 12 months while Alphabet rose 103% and Amazon rose. The author argues investors should evaluate Meta's AI investments by their impact on the core advertising business, not by a missing direct revenue channel.
Level
Hype check
Tap to vote and see what everyone thinks.
