Meta tanked 9% on earnings last night.

Meta tanked 9% on earnings last night.

👉 massive one-off $16B tax bill wiped out most of its net income & EPS (thus missing expectations)

👉 raised 2025 & 2026 CAPEX forecast thx to AI

Neither is of any concern to me 🥱

One time tax bill? Meta isn’t in any dire need of cash. This isn’t some new recurring liability that would change business fundamentals.

Raised CAPEX forecast to future proof the business & continue its upwards trajectory? Who didn’t see this coming?
If any business has shown it can weather massive CAPEX and offset it with future earnings gains it’s Meta. Not concerned one bit.

Neither cash nor profitability are threatened longterm here.

META is king and will remain king in the digital ads space 👑

It’s also poised for its biggest quarter on record (revenue, profit, all the above).

This is a BUY opportunity in my book.
not financial advice

Vid was made with Grok. Pretty cool.